The MacroView Document and Email Management Solution provides the perfect solution for managing document and emails in SharePoint Online and on-premises SharePoint environments.
When you create new MacroView Document and Email Management site collections, or apply the MacroView Document and Email Management Solution to any existing site collection, OneDrive for Business site or Microsoft Teams site, users with the appropriate permissions are able to quickly and easily create document libraries that are ideal for storing documents and emails with automatically captured metadata.
Download MacroView Solution Provisioning
The easiest way to provision MacroView Document and Email site collections is using the MacroView Solution Provisioning plug-in for MacroView DMF and MacroView Message.
What does the MacroView Document and Email Management Solution include?
MacroView Document and Email Management includes a combination of site columns, site content types and document library designs.
The MacroView Solution Provisioning extension for MacroView DMF and MacroView Message allow users with appropriate permissions to apply the solution to existing site collections and document libraries or to create new site collections and document libraries.
Site content types
The following site content types are included in each site collection type.
The following library types can be provisioned in each site collection type.
MacroView Documents and Emails
The default library type which is ideal for managing documents, emails and email attachments. This library type includes separate content types for documents and emails with all metadata captured automatically by default so there is no profiling when saving files. It also includes a familiar Emails view that is similar to viewing emails in Outlook and separate views for other Office and PDF document types.
This is the best library type when storing a combination of documents and emails or if you plan to add any additional custom metadata columns for documents.
MacroView Email Messages
This library type is ideal for managing emails and email attachments. This library type includes single content type for emails with all non-personal metadata captured automatically by default so there is no profiling when they are saved. It also includes a familiar Emails view that is similar to viewing emails in Outlook and an All Document view in newly created libraries for viewing email attachments.
This is a useful library type when just storing emails and their attachments and the attachments do not require any custom metadata recorded.
MacroView Document and Emails - Single Content Type
This library type suitable for managing documents, emails and email attachments. It includes a single content that includes all email and document metadata columns. It also includes a familiar Emails view that is similar to viewing emails in Outlook and separate views for other Office and PDF document types.
This library type is an alternative to the MacroView Document and Emails library when you require common custom metadata to be captured on both documents and emails.
Depending on the library type a combination of the following views will be included.
Content types and views in each library type
|MacroView Documents and Emails||MacroView Email Messages||MacroView Documents and Emails - Single Content Type|
|MacroView All Documents|
* Only added on newly created libraries
Metadata columns in each content type
The following metadata is automatically captured for each content type.
|Emails||MacroView Document||MacroView All Documents|
|Checked Out To|
See also Macroview columns required to capture email metadata for more detailed information on how DMF and Message automatically populate these columns when saving documents and emails.