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Faster SharePoint Document Management starts with Excellent Microsoft Office, Adobe Reader and File Explorer Integration

Microsoft Office 365

Easily Save Documents and Emails

Connect Office Applications with SharePoint to:

  • Save directly from the Office ribbon bar to any location in SharePoint.
  • Drag & drop to save emails &/or attachments with automatic metadata capture, for example To, From, Subject, Sent time and file properties.
  • Right click in the Outlook file list to save hundreds of emails.
  • Upload from the Windows file system whilst capturing key file property metadata.
  • Automatically file outgoing and incoming email files using powerful rules.
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adobe-reader-icon
Outlook icon
Microsoft Word 2013
Microsoft Office 365
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Search and Discover Files Faster

Extend SharePoint integration with Office to:

  • Find files easily using keyword or content similar to Google.
  • Search based on metadata such as email and file properties.
  • Open and edit documents from network file shares.
  • Filter returned search results using SharePoint refiners directly.
  • Download files simultaneously from search results
  • Return results via ‘customizable’ search panels – see adjacent image.

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Convenient, Familiar Right-Click Menus

Collaborate with Colleagues Easily

  • Send as Link, send as File (with version options) and send as PDF.
  • Background bulk-saving of emails.
  • Open, download, rename, delete, move, copy, etc.
  • Declare as Record, Add / Remove Legal Holds.
  • View security Audit access history for a selected document.
  • Check-out / check-in, numbering, versioning, Version History.
  • Flexible options to preview documents, emails, PDFs and images.
  • Create libraries, folders, document sets and sites from Windows style tree-view.
  • Flexible offsite options with single file Take Offline or Connect to OneDrive.
  • Access common tasks via right click menus – see adjacent screenshots.

 

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Intuitive Tree-View Navigation

Experience Windows File Explorer style browsing

  • Dynamically browse SharePoint web application(s), One Drive for Business or Office 365 tenant with ease – file visibility is security trimmed.
  • Set and forget Office 365 and Farm registration – no Central admin required.
  • Jump to document sets, folder and Sites faster with Search Tree-View navigation.
  • Browse  across SharePoint Farms, Office 365 and Hybrid.
  • Filter the Tree-View by entering just a few characters of the ‘title’ name.
  • Navigate even faster by using Favorites or Recent locations.
  • Proven ability to cope with large SharePoint Farm document stores.
  • US Patented architecture for faster browsing and navigation.

 

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Customize to your Requirements

Increase organizational productivity even further

  • Define MacroView Search panels to your own SharePoint metadata requirements
  • Add extra items to the right-click menus – e.g. New Document, Workflow, Create Project etc.
  • Customize the metadata profiling dialog box to support custom field types, automatic metadata, etc.
  • Multi language support including Asian character sets.
  • Re-branding and custom wording of menus, messages, etc.
  • Enhance Office and SharePoint integration further with DMF (32 or 64 bit) plugins – click here for details.
SharePoint icon
adobe-reader-icon
Outlook icon
Microsoft Word 2013
Microsoft Office 365
windows logo 2012

Your Choice of Platform:

  • Office 365 (SharePoint Online) including Government Dedicated & ITAR.
  • SharePoint Server 2016, 2013  & 2010 on-premises.
  • Microsoft Office 365, 2016, 2013, 2010 & 2007.
  • SharePoint Hybrid, Azure and Cloud all supported.
  • Remote Desktop (Terminal) Services and Citrix.
  • Windows Group Policy ADMx template supplied.

Optional Modules:

  • UDN – Sequential numbering across SharePoint site collections with custom automatic footer.
  • AOI – Simplifies version control, adds overwrite existing version & prevents loss of changes.
  • Predictive Email Filing – Suggests file locations based on an organization’s save patterns.
  • EDS – Assign specific document permissions to colleagues without administrator privileges.
  • Click for more DMF module options.

DMF Enables You To:

  • Manage Documents and Emails quickly, efficiently and intuitively.
  • Migrate emails from Public folders to SharePoint with automatic metadata capture.
  • Copy and move multiple files, with metadata, between Sites, Farms and Office 365.
  • Link with existing CRM, line of business and document generation systems.
  • Easily maintain Knowledge Management and Records Management  processes.