Saving attachments to SharePoint

 

Just like saving an email, MacroView DMF and MacroView Message provide a number of ways to save attachments to SharePoint:

  1. Drag and drop attachments from your Outlook email to a SharePoint folder in MacroView DMF / MacroView Message.
  2. With an email message open in a new Outlook window, navigate to the MacroView group on the ribbon and click the Save Attachments button. This option also allows you to rename an attachment before saving to SharePoint.
  3. Using the MacroView Predictive Email Filing extension, drag and drop attachments from your Outlook email to the Drop zone for DMF to predict and file your attachment based on tracking tags and your filing behaviour.

 

Saving an attachment as a new version of an existing document

Consider this scenario:

  • You send a document to a colleague for them to review.
  • They open it, make some edits and send it back with a new filename.
  • You now have two copies of your original document. The original copy you sent and the edited copy your colleague sent back with their feedback.

With MacroView DMF and MacroView Message you can save your colleague's edited file as a new version of your original document so you can:

  • Maintain one version of a document so you always have the most up-to-date version.
  • Reduce document duplication
  • Track changes over the life of the document
  • Revert to previous versions of the document if needed

attachtoexistingdoc.gif

To do this:

  1. With an email message open in a new Outlook window, navigate to the MacroView group on the ribbon and click the Save Attachments button.
  2. The MacroView DMF pane will open, displaying your SharePoint environment in a tree-view. Now, navigate to the location you wish to save the attachment.
  3. Next, click to select and highlight the document you wish to save your attachment to as a new version and click Save.
  4. The MacroView DMF Check In dialog will appear, prompting you to enter any comments you wish to attach to the new version of your document. If you have any comments, enter them in the field provided, then click OK.
  5. Finally, the MacroView DMF Profiling Dialog will appear, prompting you to enter any new metadata to the new version. If you have any new data, enter them in the appropriate fields, then click OK.

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.