April 12, 2019

Replacing Public Folders with Office 365 SharePoint Online

April 4, 2019
Save Outlook Emails to SharePoint

Effective Email Records Management in your SharePoint environment

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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 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

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 […]
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 […]
January 25, 2016

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

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 […]
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 […]
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 […]
October 22, 2015
Migrating Millions of Legal Documents to SharePoint
Leading UK law firm Shoosmiths recently replaced their document management system (Hummingbird DM6) with a new solution based on MacroView DMF and Microsoft SharePoint (see […]