MacroView DMF

MacroView DMF is a document and email management solution designed to enhance productivity and streamline document management processes in SharePoint and Teams. According to the vendor, this software is suitable for businesses of various sizes, including small to large-sized organizations in industries such as legal, construction/architecture, insurance, property, and financial services. With its robust features and intuitive interface, MacroView DMF aims to provide a convenient and efficient way to manage documents and emails, potentially saving time and improving overall organizational efficiency.

Key Features

Powerful Document Management functions: According to the vendor, users can browse and navigate the SharePoint structure using a familiar tree-view, drag and drop documents, emails, and attachments directly to SharePoint, and save files directly from Outlook, Word, Excel, PowerPoint, and Adobe Acrobat and Reader.

Automatic metadata capture: The vendor claims that the software offers automatic metadata capture to efficiently organize files, allowing for easy filtering, sorting, and searching based on metadata.

Email management: According to the vendor, MacroView DMF enables automatic filing of incoming and outgoing emails with rules, ensuring that important communications are properly organized and easily accessible.

Version control and history: Users can reportedly record version comments, view history, and restore previous versions of documents, providing a comprehensive audit trail and facilitating collaboration.

Highly configurable and customizable: The vendor states that MacroView DMF is highly configurable and customizable, allowing businesses to tailor the software to their specific requirements and optimize functionality.

Powerful search functionality: According to the vendor, the software offers configurable search panels in Outlook and Office applications, enabling users to scope searches by hub site, site, library, or folder, and search on various metadata types to quickly locate desired files.

Saved searches: Users can reportedly access saved searches from favorites, providing quick and easy retrieval of frequently used search criteria.

Windows-style browsing: MacroView DMF offers a convenient and familiar browsing experience with Windows-style navigation, making it easy for users to navigate through files and folders.

Office integration (DMS Pro): According to the vendor, the software seamlessly integrates with familiar Microsoft Office applications, enabling users to manage documents within these applications, capture metadata while filing essential emails, and utilize a Windows-like File Explorer for Team, SharePoint, and OneDrive.