DMF and Message
Installation guides, tutorials and troubleshooting articles for MacroView DMF and MacroView Message.
Getting started
- MacroView product comparison checklist
- Limit the OneDrive personal sites displayed to just the current user
- Automatically File Outlook emails to SharePoint
- Evaluating MacroView DMF 365
- Evaluating MacroView DMF (on-premises)
- Evaluating MacroView Message 365
Tutorials
- Getting started with Microsoft SharePoint
- Getting started with DMF and Message
- How to run your filing rules over your existing emails
- Browsing your SharePoint environment
- Capturing metadata for a document
- Saving emails to SharePoint
Troubleshooting
- MacroView pane detached from Outlook
- How to generate an information level trace file
- Wrong sub folders shown below library in tree view
- Keyboard input does not work on DMF search panels
- Capturing a Fiddler trace
- Eliminating Prompts when opening PDFs from SharePoint using MacroView
Advanced installation and upgrades
- How to hide or show DMF or Message right click menu items
- Quick Installation Guide for SharePoint Admins (on-premises)
- Quick Installation Guide for SharePoint Admins (client side only)
- Ensuring the account used to set up MacroView products on the SharePoint server has sufficient permissions
- Restricting access to DMF/Message in Citrix
- DMF - ADMX for Group Policy
Search configuration and support
- How to set up MacroView search for SharePoint Online
- FAQ: MacroView DMF and MacroView Message search panels
- Index of search configuration articles
- Search configuration for SharePoint Online (Office 365) and On-Premises (Client Side Only)
- Comparing search panels: DMF, Message, Project and Case and Matter
- MacroView columns required to capture email metadata
Plugins and extensions
- MacroView DMF & Message plugins (overview)
- MacroView Provisioning for DMF and Message
- Bulk Property Update
- Content Approval
- Create Document
- Create MacroView Library
MacroView Provisioning
MacroView Standardiser
MacroView Corporate Email Filing
- Getting started with MacroView Corporate Email Filing
- Inserting Corporate Email Filing tags in emails
- How to tell which emails have been saved
- Defining MacroView Corporate Email Filing rules
- Creating a Corporate Email Filing blacklist rule
- Why is the CEF tag not shown in the email subject in SharePoint?