MacroView Corporate Email Filing

MacroView Corporate Email Filing (CEF) is an optional module for MacroView DMF and MacroView Message 8.5.1172 or later and for solutions based on these two products, such as MacroView Case and Matter or MacroView Project.

MacroView CEF automatically saves sent and received Outlook emails to SharePoint (including SharePoint Online and OneDrive for Business) based on centrally managed filing rules.

MacroView CEF complements the personal email filing rules already available in MacroView DMF and MacroView Message and is an alternative to MacroView Predictive Email Filing (PEF) when the email and document store is implemented on Office 365 / SharePoint Online.

MacroView CEF functionality is included with MacroView DMF and MacroView Message which can be activated by acquiring a separate CEF license.

Key features

• Automatically saves incoming and outgoing emails
• Advanced rules based on email filing tags
• Central configuration and deployment
• SharePoint 2013/2016/2019 and SharePoint Online support.

Install Now Support and Tutorials

Release history

MacroView DMF and Message 8.8 (coming soon) or later

• CEF Rules recognized by the email created using the 'New' button n DMF 8.8 or later.  See more...
• Set the Corporate Filing Rules via form the option dialog.  See more... 

MacroView DMF and Message 8.7.19 to 8.7.143

• Support for including special characters (& and # in particular) in a CEF save path. 

MacroView DMF and Message 8.5.1172 or later

• Save emails based on attributes (To, From etc.)
• Advanced rules based on filing tags. See more...
• Easily insert filing tags in emails. See more...
• Apply filing rules retrospectively. See more...
• Co-exists with Personal Filing Rules 
• Central configuration and deployment
• SharePoint 2013/2016/2019 and SharePoint Online support.