Webinar: Significantly Improve Email Management Productivity with Automation

New Release – MacroView DMF and Message | Version 9

September 9, 2022

Stop Losing Important Project Communications

September 21, 2022

Businessman Putting Wireless Headphones Before Webinar

Master creating, testing and deploying MacroView Corporate Email Filing (CEF) rules

Whether you are already using MacroView Corporate Email Filing or are considering implementing this powerful feature of MacroView Document and Email Management solutions, this webinar is for you!

Watch the webinar

Objective

This webinar aims to understand how to create and troubleshoot MacroView Corporate Email Filing (CEF) rules. It will help you reduce dependency on MacroView resources to assess SharePoint environment suitability.

Audience

Prospects and clients considering the suitability of CEF for use in their environments
MacroView Software Administrators
MacroView Partners
IT staff supporting MacroView Corporate Email Filing

What to expect

New Users

This is the ideal webinar if you consider using MacroView Corporate Email Filing to automatically save emails to the correct location in SharePoint. At the end of this webinar, you will understand the best practices when designing a SharePoint structure to support automatic email filing. Furthermore, you will know how to create, test, deploy and troubleshoot rules.

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Existing Users

This webinar is perfect for you if want to learn how to get the most out of MacroView Corporate Email Filing. At the end of this webinar, you will understand the best practices when designing a SharePoint structure to support automatic email filing. Furthermore, you will know how to create, test, deploy and troubleshoot rules.

Agenda

Introduction – Brief overview of CEF functionality
Assessing your SharePoint design
Design best practices
Types of CEF rules
Creating, editing, and testing CEF rules
- MacroView Corporate Email Filing Rules Builder
  - Standard email attribute rules
  - URL substitution rules (single, multiple, nested)
  - Unique reference filing rules
- Where to get more information on Regular Expressions
- Using a text editor and what to look out for
Deploying and testing your CEF rules
Troubleshooting CEF
- ‘Not Auto Filed’ category