New Document Generation Experience for SharePoint and Teams

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December 9, 2020
SharePoint Document generation automation
Smart Document Generation for Third Party Collaboration
March 8, 2021

Since 2003 MacroView has dramatically improved the user experience for managing documents and emails in SharePoint. Now MacroView is delivering similar improvements for SharePoint and Teams users who are looking to generate new documents and emails.


Choosing a Starting Point for your New Document

MacroView Message and MacroView DMF now include a New button in the file list action bar (refer screenshot below).



Clicking this button displays a list of templates that have been defined for the Content Types in a SharePoint document library. Each of these templates is a starting point for generating a new document (this can be a Word document, Outlook email, PowerPoint presentation and/or an Excel workbook).

These can also be MacroView DraftSmart documents, which nicely reflect how business users like to work – designed for an optimal click and type user experience, they boost productivity for revising or re-purposing an existing document.

In addition to templates and smart documents that have been defined for Content Types, the New button can also display a menu of templates that you would normally see if you were working in Word, PowerPoint or Excel – e.g. stored in the Workgroup Templates path (refer diagram below).



MacroView software will prompt you to save the new document in your current SharePoint or Teams location – i.e. the document library, document set or folder you have selected in the MacroView tree and whose contents are currently being displayed in the MacroView file list.

Click here to see a short video that shows the new document generation experience for SharePoint and Teams in action.


For More Information

See the MacroView Help Centre, the MacroView channel on YouTube or contact MacroView Services.