Choose the right solution for your business

MacroView Suite

The full suite of DMS products for all your SharePoint needs – DMS Pro, DMS Next, and MacroView Mail. Get access to all of the powerful features allowing your team to:

  • Navigate your SharePoint in a tree view, similar to Windows File Explorer
  • Drag & Drop directly to and from SharePoint
  • Save directly from Outlook, Word, Excel, PowerPoint, Adobe Acrobat and Reader
  • Powerful search allows you to find files fast
  • Emails and attachments are saved to where you need them

* Minimum 10 licenses. Contact us for volume discounts.

$ 13.50 user/month*

Compatibility
Classic and New Outlook
Microsoft 365 (Word, PowerPoint, Excel)
Adobe Acrobat and Reader
Windows, iOS, Android

Trial
Full functionality for 30 days
Up to 5 users

Support
Community
Help Centre
License Support
Technical Assistance

Or pick what solutions you need:

Most popular

Or pick what solutions you need:

$ 5.15 user/month*
Overview
  • Flexible and mobile email saving.
  • Save emails and attachments directly to your favourite SharePoint locations.
  • *Minimum 10 licenses (billed annually). Contact us for volume discounts.
Functionality
  • Quick saving of emails and attachments
  • Automatic capture of metadata
  • Easy insertion of files as attachments and links in emails
  • Marking of favourite SharePoint locations for quick access
Compatibility
  • IOS
  • Android
  • OWA
  • Outlook
Integrates with
  • Office
Support
  • Community
  • Help Centre
  • Licence Support
  • Technical Assistance
$ 5.15 user/month*
Overview
  • Adds powerful document management and search tools to new and classic Outlook, Microsoft Teams, and the Microsoft 365 (Office) app.
  • A cloud-based DMS for businesses focused on Teams and Outlook collaboration.
  • *Minimum 10 licenses (billed annually). Contact us for volume discounts.
Functionality
  • Tree display of files and folders for easy navigation
  • Formatted previews of emails and documents
  • Quick access to recently viewed files, locations, and search results
Compatibility
  • IOS
  • Android
  • OWA
  • Outlook
Integrates with
  • New Outlook
  • Classic Outlook
  • Microsoft Teams
  • Microsoft 365 (Office) app
Support
  • Community
  • Help Centre
  • Licence Support
  • Technical Assistance
$ 8.95 user/month*
Overview
  • Simplifies the way you work with documents and emails in SharePoint with intuitive search and navigation.
  • *Minimum 10 licenses (billed annually). Contact us for volume discounts.
Functionality
  • Tree display of files and folders for easy navigation
  • Formatted previews of emails and documents
  • Quick access to recently viewed files, locations, and search results
  • Configurable search panels
  • Extensibility into other business systems
  • Optional right-click provisioning
Compatibility
  • Windows
Integrates with
  • Outlook
Optional add-ons
Support
  • Community
  • Help Centre
  • Licence Support
  • Technical Assistance
$ 12.05 user/month*
Overview
  • A world-class DMS for Microsoft 365 and Adobe apps.
  • Our premium DMS for email and document-intensive businesses working primarily across a Windows environment.
  • *Minimum 10 licenses (billed annually). Contact us for volume discounts.
Functionality
  • Everything in DMS, plus integrated document management functionality within the desktop Microsoft 365 suite (Outlook, Word, Excel, PowerPoint) and Adobe Reader/Acrobat
  • Windows-like file explorer for SharePoint
Compatibility
  • Windows
Integrates with
  • Standalone File Explorer
  • Outlook
  • Word
  • Excel,
  • Powerpoint
  • Adobe Acrobat Reader / Pro
Optional add-ons
Support
  • Community
  • Help Centre
  • Licence Support
  • Technical Assistance

Mail

DMS Next

DMS

DMS Pro

$ 5.15 user/month*

Flexible and mobile email saving.

Save emails and attachments directly to your favourite SharePoint locations.

$ 5.15 user/month*

Adds powerful document management and search tools to new and classic Outlook, Microsoft Teams, and the Microsoft 365 (Office) app.

A cloud-based DMS for businesses focused on Teams and Outlook collaboration.

$ 8.95 user/month*

Simplifies the way you work with documents and emails in SharePoint with intuitive search and navigation.

$ 12.05 user/month*

A world-class DMS for Microsoft 365 and Adobe apps.

Our premium DMS for email and document-intensive businesses working primarily across a Windows environment.

*Minimum 10 licenses (billed annually). Contact us for volume discounts.

*Minimum 10 licenses (billed annually). Contact us for volume discounts.

*Minimum 10 licenses (billed annually). Contact us for volume discounts.

*Minimum 10 licenses (billed annually). Contact us for volume discounts.

Functionality

Quick saving of emails and attachments

Automatic capture of metadata

Easy insertion of files as attachments and links in emails

Marking of favourite SharePoint locations for quick access

Tree display of files and folders for easy navigation

Powerful search

Formatted previews of emails and documents

Quick access to recently viewed files, locations, and search results

Tree display of files and folders for easy navigation

Formatted previews of emails and documents

Quick access to recently viewed files, locations, and search results

Configurable search panels

Extensibility into other business systems

Optional right-click provisioning

Everything in DMS, plus

Integrated document management functionality within the desktop Microsoft 365 suite (Outlook, Word, Excel, PowerPoint) and Adobe Reader/Acrobat

Windows-like file explorer for SharePoint

Compatibility

Windows

MacOS

iOS

Android

Web

Windows

MacOS

iOS

Android

Web

Windows

Windows

Integrates with

New Outlook

Classic Outlook

New Outlook

Classic Outlook

Microsoft Teams

Microsoft 365 (Office) app

Copilot

Classic Outlook

Standalone File Explorer

Classic Outlook

Word

Excel

Powerpoint

Adobe Acrobat Reader / Pro

Optional Add-Ons

SureFile Automatic Email Filing

Multi-Tenant

SureFile Automatic Email Filing

Auto Numbering

Enhanced Versioning

Multi-Tenant

Support

Community

Help Centre

Licence Support

Technical Assistance

Community

Help Centre

Licence Support

Technical Assistance

Community

Help Centre

Licence Support

Technical Assistance

Community

Help Centre

Licence Support

Technical Assistance

Industry
Solutions

Tried and tested ready-to-use solutions for your industry, these include the full suite of DMS and Mail products, and include additional custom add-ons.

* Minimum 10 licenses (billed annually).
Contact us for volume discounts.

The Legal Solution is a holistic, tailored document and email management solution for legal teams.

    • Legal-specific SharePoint environment design
    • Legal Solution-based library structure
    • Legal-specific version numbering and document IDs
    • Configurable right-click functions for creating new cases or matters
    • Configurable metadata capture

Included Products:

Optional extras include:

Learn more about solutions for the legal industry.

The Project Management Solution is a holistic, tailored document and email management solution for teams in the Construction and Architecture industry which includes:

    • Project-specific SharePoint environment design
    • Project-based library structure
    • Configurable right-click functions
    • Configurable metadata capture

Included Products:

Optional extras include:

Learn more about solutions for the construction industry.

The Insurance Solution is a holistic, tailored document and email management solution for teams in the Insurance industry which includes:

    • Insurance-specific SharePoint environment design
    • Insurance-based library structure
    • Configurable right-click functions
    • Configurable metadata capture

Included Products:

Optional extras include:

Learn more about solutions for the insurance industry.

The Project Management Solution is a holistic, tailored document and email management solution for teams in the Property industry which includes:

    • Your own SharePoint environment design and library structure
    • Integration with line of business systems
    • Custom right-click functions for creating new areas in SharePoint
    • Custom metadata capture and search panels.

Included Products:

Optional extras include:

Learn more about solutions for the property industry.

The Project Management Solution is a holistic, tailored document and email management solution for teams in the Finance industry which includes:

    • Your own SharePoint environment design and library structure
    • Integration with line of business systems
    • Custom right-click functions for creating new areas in SharePoint
    • Custom metadata capture and search panels.

Included Products:

Optional extras include:

Learn more about solutions for the finance industry.

The Project Management Solution is a holistic, tailored document and email management solution for teams across Government agencies which includes:

    • Your own SharePoint environment design and library structure
    • Integration with line of business systems
    • Custom right-click functions for creating new areas in SharePoint
    • Custom metadata capture and search panels.

Included Products:

Optional extras include:

Learn more about solutions for the government sector.

The Project Management Solution is a holistic, tailored document and email management solution for teams across the Energy and Resource sector which includes:

    • Your own SharePoint environment design and library structure
    • Integration with line of business systems
    • Custom right-click functions for creating new areas in SharePoint
    • Custom metadata capture and search panels.

Included Products:

Optional extras include:

Learn more about solutions for the energy/resources industry.

The Project Management Solution is a holistic, tailored document and email management solution for teams across the Energy and Resource sector which includes:

    • Your own SharePoint environment design and library structure
    • Integration with line of business systems
    • Custom right-click functions for creating new areas in SharePoint
    • Custom metadata capture and search panels.

Included Products:

Optional extras include:

Learn more about solutions for the accounting/business services industry.

Go beyond document and email
management

MacroView SureFile Desktop

Increase compliance and boost productivity with automatic email filing. SureFile (formerly Managed Filing) is a powerful automation add-on that can further increase your business’ productivity and compliance by making email management even more hands-off.

SureFile is also available also as an Enterprise cloud solution. Speak to our team for a tailored quote for your business.

Note: SureFile Enterprise requires an Azure credits subscription.

$ 4.20 /user*

Compatibility
SharePoint Online
Outlook (Classic and New)
Windows

Support
Community
Help Centre
License Support
Technical Assistance

Optional Services
Business set up and integration

MacroView Generator

MacroView Generator enables streamlined generation of documents directly in Word, PowerPoint and Outlook using approved content from SharePoint, resulting in improved productivity and brand compliance.

* Minimum 10 licenses (billed annually). Contact us for volume discounts.

Read More

$ 10.55 user/month*

Compatibility
Microsoft 365 (Outlook,
Word, PowerPoint)

Trial
30 days, Full functionality
Up to 5 users

Support
Community
Help Centre
License Support
Technical Assistance

MacroView Migrator

Moving away from your old document management system can be a challenging task. MacroView Migrator can transfer content from file shares, Outlook and Public Folders, transforming your current document libraries into a structured and intuitive SharePoint hierarchy of sites, libraries, folders and document sets.

* License for up to 10 users (billed annually). Contact us for volume discounts.

Read More

$ 5850 /year*

Compatibility
Windows

Trial
Full functionality
1000 item limit

Support
Community
Help Centre
License Support
Technical Assistance

Optional Services
Custom workflow development

MacroView Standardiser

MacroView Standardiser can assist your business in populating missing email metadata, allowing you to seamlessly transition into your new document management platform, and immediately work with our powerful document management tools.

Read More

$ 2165 /year*

Compatibility
Windows

Trial
Full functionality
Restricted Speed

Support
Community
Help Centre
License Support
Technical Assistance

MacroView Provisioner

MacroView Provisioner enables bulk provisioning of SharePoint sites, libraries and folder structures that are ready made for storing documents and emails, or your custom MacroView designed DMS solution.

Read More

$ 5850 /year*

Compatibility
SharePoint Online
SharePoint 2016 and 2019
Windows

Support
Community
Help Centre
License Support
Technical Assistance

Optional Services
Custom SharePoint Solutions
Business system integration

Frequently Asked Questions

MacroView DMS Next is available across iOS and MacOS.

MacroView DMS desktop solutions available with the Standard and Professional plans are Windows-based solutions that run nicely under parallels.

MacroView licenses on a per-seat, unique named user basis. This means that a single user can install the solution on several devices and only be allocated a single seat on the license.

MacroView provides solutions with a minimum of 10 seats (named users). MacroView offers attractive discounts for licenses with larger seat counts.

We offer three options to see the MacroView solutions in action:

    1. Personal demonstration
    2. Free 30-day evaluation license for up to 5 users
    3. Proof of Concept license for up to 10 users for 60 days and Technical Assistance

Our solutions support up to 14 languages for the wording of commands, messages, menu items and other user interface elements.

Supercharge
productivity

“I didn’t have to contact the Patent and Trademark Office on 1,500 cases to tell them we have a different file number for each one. It’s seamlessly integrated into our systems, and it is flexible.”

Jovan Jovanovic, Founding Partner and Patent Attorney, The Watson IP Group

“With MacroView, an attourney can capture metadata while filing essential emails. Then an assistant can batch-file the rest without the additional tagging process.”

Patrick Fulton, Co-Founder and Attorney, Fulton, Devlin & Powers, LLC

“I like working with a provider willing to develop a product together. I don’t want to buy one and find out six months later that it doesn’t perform as expected.”

Lee Oliver, Head of IT, MECO Group

“MacroView DMS has been a game-changer for our organisation and for our clients. Its seamless integration with Microsoft 365 has transformed the way ours and our clients’ documents are managed, the way we all collaborate, and helps us to stay organised.”

VP of Digital Solutions, Slater Hill Digital Solutions

“The user experience MacroView DMS provides is the best available in the SharePoint add-on market and superior to that provided by traditional (i.e. non-SharePoint) records management solutions.”

Head of IT & Systems, Leading Australian NPO