MacroView Provisioning
Create new site collections, sites and libraries from the right-click menu that automatically capture document and email metadata when saved to SharePoint via DMF Explorer or DMF Outlook pane.
Availability: Free
Bulk Property Update
Extended the standard Properties right-click function on the file list in DMF Explorer or Outlook to allow the updating of up to 50 files in a single operation.
Availability: License required
Content Approval
Adds support for managing document content approval in MacroView DMF and MacroView Message with support for both SharePoint Online and SharePoint Server (on-premises).
Availability: License required
Create Document
Create office Documents based on your Office templates and have them saved directly to SharePoint with a simple right-click on any library, document or folder in DMF Explorer or DMF Outlook pane.
Availability: Free
Create MacroView Library
Create MacroView DMF and Message ready libraries in site collections that already contain the required MacroView columns and content types.
Availability: Free
Create Site
Open the create Site browser page in SharePoint via a right click on any site collection in DMF Explorer or DMF Outlook pane.
Availability: Free
Default Person/Group
Default specified person/group properties to the current user when saving new documents or emails.
Availability: License required. Included with Case and Matter.
Email Submission Connector
Automatically record email properties in out of the box SharePoint Email Submission content to provide a zero profiling experience when using MacroView DMF or Message.
Availability: License required (contact MacroView Services)
Follow or Stop Following Sites
Add a SharePoint site to or remove a SharePoint site from the list of sites that you are currently following.
Availability: Free
Followed Sites
Automatically adds a favourite for any SharePoint site you are following on servers configured in MacroView DMF or Message under a separate Followed Sites group.
Availability: Free
Map Folder to Choice
Automatically set a default value of any choice metadata to the name of the SharePoint folder that a file is being saved to when that folder resides below a specified document set content type.
Availability: License required.
Map Folder Name to Field
Automatically set a default value of a metadata column based on the name of the SharePoint folder a file is being saved to.
Availability: License required. Included with Case and Matter.
Matter Center Connector
Automatically record email properties as well as other metadata fields such as Matter ID, Matter Name, Client ID, Practice Group and Area of Law to provide a zero profiling experience when using MacroView DMF or Message with Matter Center.
Availability: License required (contact MacroView Services)
New Email
Create new emails with from the right-click menu in MacroView DMF and MacroView Message with the subject pre-populated with metadata from the selected document set.
Availability: License required
Open in File Explorer
Open Windows File Explorer at the selected location in SharePoint via a right-click in DMF Explorer or DMF Outlook pane.
Availability: Free
Open With...
Open and save file from MacroView DMF and Message using any compatible program installed on your computer.
Availability: Included by default with MacroView DMF and Message 7.10 or later
PDF Extension Pack
Send As PDF - Send files in SharePoint as a PDF formatted attachment with a single right-click in the MacroView DMF or Message file list.
Copy As PDF - Make a PDF copy of documents in SharePoint in the same location as the original file via a single right-click in DMF Explorer or DMF Outlook pane.
Availability: License required
Rebranding / Localisation
Rebrand MacroView DMF and Message so that references to SharePoint or MacroView throughout the user interface are replaced with the internal name of your organisations Document Management Solution.
Availability: Free
Send To
Save file(s) in SharePoint to a separate cloud storage service.
Availability: Free
Set Folder to Single Line Text
Automatically set a default value of any single line text metadata column to the name of the SharePoint folder a file is being saved to.
Availability: License required
Taxonomy Search Control
Add drop down menu controls for manged metadata properties on search panels in DMF or Message 8.4.
Availability: License required (contact MacroView Services).
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