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
- MacroView product comparison checklist
- Evaluating MacroView DMF 365
- Evaluating MacroView DMF (on-premises)
- Evaluating MacroView Message 365
- Evaluating MacroView Message (on-premises)
- Share files and folders
Tutorials
- Getting started with Microsoft SharePoint
- Getting started with DMF and Message
- Working with multiple SharePoint Online (Office 365) tenants in ClauseBank
- 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
- MacroView Licensing message: "Need admin approval"
- 'Received Time' column in search results is displayed in US format or with day and months transposed
- Search button on DMF and Message search panels is disabled
- No files shown if DMF / Message file list after installing October 2017 Microsoft Office Security Updates
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
- Index of search configuration articles
- FAQ: MacroView DMF and MacroView Message search panels
- 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
- Defining managed properties for search panels
Plugins and extensions
- MacroView DMF & Message plugins (overview)
- MacroView Provisioning for DMF and Message 365
- Bulk Property Update
- Content Approval
- Create Document
- Create MacroView Library