MacroView DMS is a powerful document and email solution that supercharges SharePoint and Teams to boost productivity, allowing your business to spend more time on the important tasks
Powerful Document Management functions
Powerful search functionality
Convenient, familiar experience
Powerful Document Management functions
MacroView document and email solutions enable efficient functionality designed to fulfil your document management needs.
Browse and navigate your SharePoint structure in a familiar tree-view
Drag & drop documents, emails, and attachment directly to SharePoint
Save directly from Outlook, Word, Excel, PowerPoint and Adobe Acrobat and Reader
Automatic metadata capture
Filter, sort, and search on metadata to find files quickly
Automatically file both incoming and outgoing emails with rules
Record version comments, view history and restore previous version
Highly configurable and customisable to suit your requirements
Powerful search functions allow you to find your documents and emails faster
Configurable search panels in Outlook and Office applications
Scope search by hub site, site, library or folder
Search on most metadata types
Filter by document type
Access saved searches from your favorites
Powerful search functions allow you to find your documents and emails faster
Configurable search panels and search results
Search across your entire SharePoint store or just a specific area
Search on standard or custom metadata properties
Filter and refine search results
Save and reuse common searches
Convenient, familiar experience
An intuitive and familiar user experience means that your business can get started right away, with no time spent learning a new program.
Windows style browsing
Office ribbon functions
Feature-rich right-click menus
File previews
Create libraries and folder directly from Outlook or Office
Navigate faster with favorites, recent locations and tree-view of sites, libraries and folders
Upgrade to DMS Pro
MacroView DMS Pro is our premium version of DMS, designed for businesses with more complex document management needs. It’s ideal for businesses that primarily work with Microsoft Office and Adobe PDF documents.
Upgrade to DMS Pro
MacroView DMS Pro is our premium version of DMS, designed for businesses with more complex document management needs. It’s ideal for businesses that primarily work with Microsoft Office and Adobe PDF documents.
Integrated Document Management functions within Outlook
Integrated Document Management functions within Word, Excel, and PowerPoint
Integrated Document Management functions within Adobe Reader and Acrobat
Windows-like File Explorer for Team, SharePoint, and OneDrive
Works where you do
DMS
SharePoint
Microsoft Teams
Outlook
OneDrive
DMS Pro
SharePoint
Teams
Word
Adobe Acrobat
Outlook
OneDrive
Excel
PowerPoint
DMS is available in our Standard package, and DMS Pro is available in our Professional package. Visit the pricing page to find more information
With MacroView, an attorney 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 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
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