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 using […]
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, given […]
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

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 […]
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 […]
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 […]