Webinar: Significantly Improve Email Management Productivity with Automation

Whether you are already using managed filing or are considering implementing this powerful feature of MacroView DMS, this webinar is for you!

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.

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