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 for […]
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 or […]
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 of […]
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 is […]
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 want […]
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 email […]
February 2, 2016

Why MacroView DMF + SharePoint is Better than Traditional DM

As we developed MacroView DMF one of our key objectives was to enable solutions on the Microsoft SharePoint platform that were a viable alternative to the […]
February 2, 2016

Overwriting versions of documents in SharePoint – even Major versions

Users who are familiar with a traditional DM system expect to be able to overwrite existing versions of a document.  This is because not all changes […]
January 25, 2016

I Can Drag and Drop to Save Emails to SharePoint, But I Want More…

It has been more than seven years since I first got interested in using SharePoint to improve the way emails were managed in my organization.  I […]
January 25, 2016

The Solution Your Legal Department Has Been Looking For

In my experience every Legal Department has users who previously worked at a law firm, where they used a traditional DM system to manage their documents and […]
December 17, 2015

MacroView 2015 Highlights

2015 has been a big year for improvements in MacroView products. Again all these improvements have been in direct response to customer requests – including requests […]
December 11, 2015

How MacroView Enables ECM Solutions on SharePoint and Office 365

You are looking to create an Enterprise Content Management  solution (ECM solution) for your organization. The budget is tight and of course you want user adoption to […]