June 14, 2019

Automatic Filing of Outlook Emails to SharePoint

June 13, 2019

Improve your Outlook performance with these tips

May 3, 2019

Why I used to think SharePoint sucked as a DM?

April 12, 2019

Replacing Public Folders with Office 365 SharePoint Online

April 5, 2019

Working with Hybrid Email and Document Stores in Office 365 and SharePoint

April 5, 2019

Emails and Documents Together in SharePoint

April 4, 2019
Save Outlook Emails to SharePoint

Effective Email Records Management in your SharePoint environment

December 12, 2018

Provisioning SharePoint for Document and Email Management

December 11, 2018

MacroView 2018 Highlights

December 6, 2018
Create and manage brand compliant email signatures for Microsoft Outlook and Office 365 with ease
October 11, 2018

Enhancing Document Security even further with Office 365

September 20, 2018
So You Want To Save Outlook Emails To SharePoint Too?
August 31, 2018

GDPR Compliance when Managing Documents and Emails in Office 365

The Data Loss Prevention (DLP) feature that comes with Office 365 can really assist when you are managing documents and emails in SharePoint Online and […]
August 23, 2018
SharePoint for Compliance AND Collaboration
As a SharePoint user you already know it is a great collaboration platform. But it also provides a wealth of functionality for compliance. From auditing […]
August 22, 2018

MacroView Supports Red Cross Drought Appeal

MacroView is pleased to provide financial support to the rural communities in its home state of New South Wales, who are currently badly affected by […]
July 20, 2018
Managing Project Emails and Documents

Replacing Notes for Managing Documents and Emails for Projects

By dramatically improving the integration of SharePoint with Outlook and other rich-client applications, and by providing efficient ways to view and navigate a large SharePoint […]
June 7, 2018

Automatic Email Filing to SharePoint

May 9, 2018
What is Document Automation and why your business needs it?
Preparing proposals is a necessary part of doing business. Yet organizations of all shapes and sizes often struggle under the proposal “pressure cooker”. So much […]
April 11, 2018
Comparing the latest Microsoft technologies for managing documents and emails
We have published an article that looks at the new alternatives to Windows file shares and folders in Exchange that are now available in the […]
March 20, 2018

How to use SharePoint to Create DM and RM Solutions that Delight Business Users

MacroView presented this material in a recent AIIM Virtual Conference on the use of Office 365 and SharePoint to improve how information is captured, processed […]
January 22, 2018
How To Collaborate Securely with Your Customers
With the ever-increasing pace of commerce and life generally it is vital that organizations be able to collaborate with their customers and service partners. By […]
December 20, 2017

Saving Outlook Emails to BOX.com with MacroView for BOX

MacroView has developed software add-ins that provide an excellent user experience for saving, searching for and viewing Outlook emails and attachments in Microsoft SharePoint (Online […]
December 14, 2017

MacroView 2017 Highlights

During 2017 we were thrilled to be told by a number of customers – both new and existing – that MacroView is the standout software […]
November 27, 2017

Intelligent Email Filing

Summary MacroView Message and MacroView DMF enable much smarter filing of emails and attachments to a central store implemented in SharePoint (Online or on-premises).  In […]
November 25, 2017

Faster, Safer Drafting of Documents, Presentations and Emails

You are working in Microsoft Word to prepare a document that will be seen outside your organization. The content must to be up-to-date and accurate, […]
October 26, 2017

Automatic Metadata – a great way to improve user adoption of SharePoint

Summary Metadata is a Good Thing, or is it? I hear lots of war stories about how organizations tried to introduce SharePoint as the new, […]
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 […]
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 […]
June 25, 2017

Dramatically reducing the keystrokes required for a really common DM task

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 […]
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 […]
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 […]
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 […]
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 […]
December 14, 2016

MacroView 2016 Highlights

Throughout 2016 a major focus for MacroView has been on getting our product offerings to take full advantage of Office 365 / SharePoint Online. This […]
October 27, 2016

Adding Document Generation to Your MacroView DMF Solution

The Create Document plugin, which is available for download by MacroView DMF licensed customers free of charge, extends the right-click menu of MacroView DMF so […]
October 24, 2016

Bridging the SharePoint Gap for Managing Documents and Emails

September 22, 2016

Webinar: ECM Solution for Corporate Legal Departments

Corporate Legal departments require a solution for Case and Matter management that is designed to work seamlessly within their organization. MacroView Case & Matter provides the […]
September 9, 2016

Touch and See How MacroView Solutions Improve User Adoption of SharePoint

Below is a screen shot of our new Awesome User eXperience Kiosk. By clicking an image on the kiosk you can play a short video. There […]
August 31, 2016

MacroView Support for Office 365 / SharePoint Online

MacroView enables solutions based on Office 365® SharePoint Online that provide comprehensive functionality and an excellent user experience for generating and managing documents and emails. […]
July 27, 2016

Searching for documents and emails in SharePoint

The Search panels of MacroView DMF 365 let you search for documents and emails in SharePoint Online based on their content AND their metadata, while […]
June 10, 2016

Gain, Not Pain When You Move From File Shares to SharePoint

When SharePoint was first introduced, one of its key value propositions was that it would provide a better way of managing documents than the Windows […]
June 2, 2016

14 Things I Like in MacroView DMF v8.3

There are around 100 improvements included in MacroView DMF v8.3. Here are 14 that I believe are the most noteworthy: Streamlined activation of licenses for […]
April 18, 2016

Customization of MacroView DMF

Managing documents and emails is a high-volume activity involving large numbers of users, so it’s not surprising that organizations are always looking for ways to […]
April 18, 2016

Working with Document Sets

MacroView DMF and MacroView Message provide excellent support for SharePoint document stores that are structured using document sets.  Indeed document sets are generally preferable to […]
April 15, 2016

Better Management of Office Templates with SharePoint

Can SharePoint help me to improve the way my Microsoft Office templates are deployed and managed?  MacroView is very well placed to answer this question, […]
April 4, 2016

Netherlands MacroView User Group Meeting

A meeting of the user group was held on March 17, 2016 at the Mazars office in central Amsterdam.  User Presentation by Mazars CIO Frank Keesen […]
March 4, 2016

Managing Documents and Emails in Office 365 with MacroView

MacroView DMF enables document management and email management solutions based on Office 365 that have impressive functionality and an intuitive user experience. These SharePoint Online […]
February 25, 2016

Making SharePoint Document Numbering Work the Way Users Expect

Assigning a unique document number or ID to each document as it is first saved is a fundamental aspect of any serious document management system. SharePoint […]
February 25, 2016

Creating a New CRM Record as you Profile a Document

We’ve all been there – you are in Outlook (or Word or Excel) saving a document to your document management store and you are prompted […]
February 25, 2016

Integrating Your Line of Business System with MacroView DMF

You are storing the documents for your clients and projects in SharePoint – for each client / project there is a corresponding document library, folder […]
February 19, 2016

How Users Really Want to Search SharePoint for Documents

Your organization is storing documents and emails in SharePoint – perhaps to replace file shares, or to improve upon personal Outlook folders as a way […]
February 2, 2016

Drag and Drop from Everywhere to Anywhere in SharePoint

From the viewpoint of a user of a document management or email management solution, the ability to save documents and emails by dragging and dropping […]
February 2, 2016

One Click Access to the Documents and Emails for a Project

You are storing the documents for your projects in SharePoint – for each project there is a corresponding document library, folder or document set. You […]
February 2, 2016

Best-in-Class Bulk Saving of Email to SharePoint

Sure, users want to be able to drag and drop emails to save them to SharePoint, but they don’t always want to save just one […]