Step 1: Download and Install MacroView DMF 365
Step 2: Activate your MacroView DMF 365 license
Step 3: Install MacroView Sample Libraries
Streamline your evaluation of MacroView DMF 365 by installing two sample document libraries that already contain the custom metadata columns required for automatic recording of metadata as you save email messages and documents. The libraries also contain some sample documents.
The content types in these sample libraries will be available for inclusion in other document libraries within the same Site Collection.
Step 4: Start Using MacroView DMF 365
Series of short videos hosted on YouTube, which provide a great introduction to how you can use MacroView DMF 365 to manage documents and emails.
Structure your evaluation of SharePoint-based document management tools using these comprehensive checklists of functionality and features.