Document Management for Modern Businesses
1. Drag and Drop Upload
By far the most popular method for saving single or multiple emails is to drag and drop them into SharePoint, Microsoft 365 / Teams or OneDrive. You can complete this task from either your Outlook folders, Exchange public folders or pst archive files. Emails can be stored in any library, document set or folder based on permissions. The MacroView client will automatically extract email and document properties, set a save flag including its saved location and create a unique email filename which prevent duplicates on subsequent uploads.
2. Right Click Email Save
Upload One or More Emails Simultaneously
Another popular approach especially with multiple items is to right click on the highlighted emails and upload them into SharePoint asynchronously in the background. For example you can have multiple save processes running simultaneously. As with all other MacroView save processes you can easily navigate the entire SharePoint Farm by using our US patented fast performing architecture. In addition this is supplemented with personal and organizational favorites (subscriptions) as well as recent save locations.
3. Ribbon Menu Save
Integrated Home Buttons for Easier Access
The third approach is to use the integrated ribbon menu from within individual emails. With this option you have the advantage of saving attachments separately as well. If required you can also perform a drag and drop of any attachments into the navigation tree view pane.
In addition the MacroView DMS Pro client includes Open and Save as to SharePoint buttons on the ribbon menu in Word, Excel, PowerPoint, Adobe as well as Outlook.
With MacroView DMS this functionality is available in Outlook only.
4. Assisted Email Filing
Maximize Compliance with Automation
When sending an email you have a number of save options. The first is to perform a send and save from the ribbon menu option which will prompt you with a save path. Should you wish to be prompted to save on every send action then you would enable save on send.
To further aid email management the Macroview client packages have options to enable incoming and / or outgoing filing rules so that message are automatically saved to predefined locations in your SharePoint repositories. MacroView filing rules can be enhanced and extended even more with Predictive Email Filing and our very popular Corporate Email Filing product.
5. Mobile Device Save
On the Go?
There are times when you would like to file project or matter related emails while out of the office. The MacroView client allows users to save emails directly to their favorite locations. A favorite location could be either document library, folder or document set. These favorites are visible as mapi folders on the mobile device’s email client. Once an email has been filed to the favorites folder it will then be available for upload on your workstation. When you are back in the office simply select the upload offline emails if it hasn’t already done so automatically in Outlook to complete the process.
For more comprehensive functionality on mobile and other devices you will need the MacroView Mail App.
Note: The MacroView Mail App for SharePoint, Teams and OneDrive is now available and supports Mac, Android, IOS (ipad & iphone), OWA as well as Windows.
