February 2016 – MacroView

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 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 […]

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 […]

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

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 […]

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 […]