MacroView DMS — SharePoint Document & Email Management for Microsoft 365

MacroView DMS supercharges Microsoft 365 with powerful document management, intelligent email filing, and a familiar Windows experience — so your team spends less time searching and more time working.

“Saves each claims member using the MacroView solution an estimated one day of work each week on average.”

Lee Oliver, Head of IT, The MECO Group

MacroView DMS — SharePoint Document & Email Management for Microsoft 365

MacroView DMS supercharges Microsoft 365 with powerful document management, intelligent email filing, and a familiar Windows experience — so your team spends less time searching and more time working.

“Saves each claims member using the MacroView solution an estimated one day of work each week on average.”

Lee Oliver, Head of IT, The MECO Group

Solving many of your SharePoint Pain Points

Pain Point

Emails go missing or get filed in the wrong place — or not at all

How DMS Handles It

Automatic email filing rules capture incoming and outgoing emails and route them to the correct SharePoint location without manual input

Benefit

Every email is where it should be, every time — no chasing, no gaps in the record

Pain Point

SharePoint adoption across the team is low and team members prefer to save to their local drives.

How DMS Handles It

Windows-style tree-view browsing, familiar right-click menus, and Office ribbon integration mean the interface feels immediately recognisable

Benefit

Adoption goes up because saving to SharePoint becomes easier than saving locally — your document store stays complete and current

Pain Point

Finding a document in SharePoint means already knowing where you put it

How DMS Handles It

Configurable search panels let you search across your entire SharePoint store by keyword, metadata, document type, or folder — from directly inside Outlook

Benefit

Your team can retrieve any document in seconds, even if they didn’t file it themselves

Solving your SharePoint Pain Points

Pain Point

Emails go missing or get filed in the wrong place — or not at all

How DMS Handles It

Automatic email filing rules capture incoming and outgoing emails and route them to the correct SharePoint location without manual input

Benefit

Every email is where it should be, every time — no chasing, no gaps in the record

Pain Point

SharePoint adoption across the team is low and team members prefer to save to their local drives.

How DMS Handles It

Windows-style tree-view browsing, familiar right-click menus, and Office ribbon integration mean the interface feels immediately recognisable

Benefit

Every email is where it should be, every time — no chasing, no gaps in the record

Pain Point

Finding a document in SharePoint means already knowing where you put it

How DMS Handles It

Configurable search panels let you search across your entire SharePoint store by keyword, metadata, document type, or folder — from directly inside Outlook

Benefit

Your team can retrieve any document in seconds, even if they didn’t file it themselves

DMS vs DMS Pro

Choose the version that’s right for your team

MacroView DMS is available in both a basic and premium version. Both deliver the powerful SharePoint document management core — the difference is where that functionality integrates across your Microsoft 365 environment.

FeatureDMSDMS Pro
SharePoint tree-view browsing ✓ ✓
Drag & drop to SharePoint ✓ ✓
Save from Outlook to SharePoint ✓ ✓
Automatic email filing rules ✓ ✓
Metadata capture and search ✓ ✓
Version history & restore ✓ ✓
Configurable search panels ✓ ✓
Windows-style File Explorer for SharePoint/Teams/OneDrive— ✓
Integrated DMS panel in Word— ✓
Integrated DMS panel in Excel— ✓
Integrated DMS panel in PowerPoint— ✓
Integrated DMS panel in Adobe Acrobat/Reader— ✓
Save directly from Word/Excel/PowerPoint to SharePoint— ✓

MacroView DMS — Best for:

  • Teams that primarily manage files and emails via Outlook and SharePoint web
  • Organisations rolling out SharePoint as a document store across multiple departments
  • Users who need reliable email filing and document search without deep Office app integration
  • Businesses starting their SharePoint document management journey

MacroView DMS Pro — Best for:

  • Teams that spend most of their day inside Word, Excel, PowerPoint or Adobe Acrobat
  • Law firms, accountants, insurers and professional services where document creation and versioning in Office apps are central to daily work
  • Organisations that need to save, open, and tag documents directly from Office applications without switching to a browser or file explorer
  • Businesses requiring deep metadata capture at the point of creation in Office apps

DMS vs DMS Pro

Choose the version that’s right for your team

MacroView DMS is available in both a light and premium version. Both deliver the powerful SharePoint document management core — the difference is where that functionality integrates across your Microsoft 365 environment.

Core document management

DMSDMS Pro
SharePoint tree-view browsing✓✓
Drag & drop to/from SharePoint✓✓
Save from Outlook to SharePoint✓✓
Automatic email filing rules✓✓
Automatic metadata capture✓✓
Metadata search & filtering✓✓
Version history & restore✓✓
Configurable search panels✓✓
Windows-style file explorer✓✓

Office app integration — DMS Pro only

DMSDMS Pro
Integrated panel in Word—✓
Integrated panel in Excel—✓
Integrated panel in PowerPoint—✓
Integrated panel in Acrobat/Reader—✓
Save from Word/Excel/PowerPoint to SharePoint—✓

MacroView DMS — Best for:

  • Teams that primarily manage files and emails via Outlook and SharePoint web
  • Organisations rolling out SharePoint as a document store across multiple departments
  • Users who need reliable email filing and document search without deep Office app integration
  • Businesses starting their SharePoint document management journey

MacroView DMS Pro — Best for:

  • Teams that spend most of their day inside Word, Excel, PowerPoint or Adobe Acrobat
  • Law firms, accountants, insurers and professional services where document creation and versioning in Office apps are central to daily work
  • Organisations that need to save, open, and tag documents directly from Office applications without switching to a browser or file explorer
  • Businesses requiring deep metadata capture at the point of creation in Office apps

Works where you do

DMS

Microsoft SharePoint

SharePoint

Microsoft Teams

Teams

OneDrive

OneDrive

DMS Pro

Includes everything in DMS, plus:

Microsoft Word

Word

Excel Logo

Excel

Powerpoint-logo

Powerpoint

adobe acrobat

Acrobat

“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