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 solutions will […]
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 has […]
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

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

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 2, 2015

So You Want To Save Outlook Emails To SharePoint?

Interested in using Microsoft SharePoint to store, find and share your Microsoft Outlook messages? Finding that the out-of-the-box integration of Outlook and SharePoint is awkward to […]
November 26, 2015

Save Outlook Emails to Matter Center With Zero Prompting

Microsoft has created Matter Center for Office 365 to showcase how Office 365 and other Microsoft technologies can be used to store and collaborate on the documents […]