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Document and Email Management

Case & Matter Packages MacroView DMF with optional modules and other extensions to create an ideal document and email management solution for law firms, legal departments or any organization where activity is arranged into cases.
MacroView DMF®

Extends SharePoint document management to integrate seamlessly with Outlook, Office, Adobe, Windows File Explorer as well as a File Explorer for SharePoint. Supports SharePoint on-premises, Office 365 and Hybrid.

Optional Modules for DMF:

Unique Document Numbering Makes unique document numbering in SharePoint work like a traditional DM system – including automatic update of footers of Word and Excel documents.
Advanced Office Integration The version-control options you need as you close a document that you have checked out & edited – removes risk of accidentally discarding all changes.
Enhanced Document Security Makes it easy to manage access permissions for documents, document sets and folders – for any user who can save or edit documents.
Predictive Email Filing Suggests saving locations and uses tracking tags for smarter filing of emails and attachments.
Email Enabled Library Handler Ensures consistent filing of emails – emails saved by sending to a library are saved with same format, naming and metadata as emails saved by dragging and dropping.
Standardiser Bulk processes existing emails to ensure that they are saved with standard format, naming and metadata. Bulk updates the structure of libraries to enable optimal document and email management.