DMF and Message
Installation guides, tutorials and troubleshooting articles related to MacroView Document Management Framework (DMF) and MacroView Message for SharePoint Server and SharePoint Online (Office 365)
Getting started
Tutorials
- [YouTube] Getting started with MacroView DMF and Message
- Getting started with Microsoft SharePoint
- Browsing your SharePoint environment
- Capturing metadata for a document
- Saving emails to SharePoint
- How to automatically file emails to SharePoint
Troubleshooting
- How to generate an information level trace file in DMF
- How to check if MacroView extensions are installed
- Why do I see no files in the file list?
- Removing SharePoint Properties for Office documents
- Filename and URL length limits when saving via DMF or Message
- Document sets appear as folders in SharePoint Online
Advanced installation and upgrades
- 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
- Activating or deactivating DMF Server Cache features
- How to set up users and groups in SharePoint Online without an on-premises network
Search configuration and support
- FAQ: MacroView DMF and MacroView Message search panels
- Using the Search Taxonomy Control in search panels
- Managing client side search panels changes
- Index of search configuration articles
- Search configuration for SharePoint Online (Office 365) and On-Premises (Client Side Only)
- MacroView columns required to capture email metadata
Plugins and extensions
- MacroView DMF & Message plugins
- Bulk Property Update
- Create Document
- Create Site
- Default Person/Group
- Follow or Stop Following Sites