July 26, 2017

Saving Outlook Emails to SharePoint with No Prompting for Metadata

Summary Key success factors for managing emails in SharePoint are: drag and drop to save no prompting for metadata You can achieve this by using either […]
July 11, 2017

Document and Email Management for Financial Services

Banks, insurers, financial advisors, lenders, asset managers, pension funds – indeed all Financial Services organisations need to ensure compliance in an environment where requirements are constantly […]
June 25, 2017

Dramatically reducing the keystrokes required for a really common DM task

Many times a day I find myself wanting to send a document as an attachment to an email.  But I don’t want to attach and send […]
May 11, 2017

Document Preparation Now Even Smarter with MacroView ClauseBank

MacroView ClauseBank™ streamlines document preparation by making it easy for business users to find and re-use standard, approved text and graphics content that is published in libraries […]
April 11, 2017

Saving and Classifying by Dragging and Dropping

Moving from a tree of folders in Outlook or Windows to SharePoint can feel like a big step backwards, especially if you are prompted for metadata […]
March 1, 2017

Records Management on SharePoint – The Questions You Should Ask

I think by now there is a good level of awareness that Microsoft SharePoint has records management functionality, but the general view that I often hear […]
February 10, 2017

Optimal Designs for Managing Documents and Emails in SharePoint

This paper was originally published in 2012 and revised in 2013. It has proven to be very popular, so it has now been updated to incorporate […]
January 31, 2017

Diary of a Thoroughly Modern Knowledge Worker

Microsoft has come a long way on its mission to enable working from anywhere on a range of devices. In this blog post MacroView Managing Director, […]