What is CEF?
Answer: MacroView Corporate Email Filing (CEF) is an optional module for MacroView DMF and MacroView Message and for solutions based on these two products, such as MacroView Case and Matter.
MacroView CEF automatically saves sent and received Outlook emails to areas in SharePoint (including SharePoint Online and OneDrive for Business) based on rules stored in a central location. When used with MacroView Mail it will automatically select the save location when saving emails.
What is required for CEF to function?
- DMF or Message Client 8.5.1172 or later
How do I tell if Corporate Rules are enabled?
- When active the Filing Rules dialog in DMF/Message will include an additional Corporate Rules tab displaying the rules that are in effect
- The Corporate Rules tab also shows the file these rules are pulled from as a tool tip and includes a check box to enabled/disable all CEF rules for the current user.
- Each rule in the Corporate Rules tab also shows whether the rule itself is active or inactive.
Does CEF ignore the Delete emails on save to SharePoint setting?
Answer: Yes, emails are never deleted by rules to ensure the user has seen the email.
Will the successful upload/save notification appear when CEF uploads my emails?
Answer: No, the notification is suppressed even if it is enabled in the settings.
What is the easiest way to create a rules configuration file?
Answer: MacroView CEF Rule Builder
How do I tell if my emails have been saved by CEF?
Answer: Your email will display one of the two indicators.