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  1. MacroView
  2. Case and Matter

Case and Matter

Installation guides, tutorials and troubleshooting articles for MacroView Case and Matter.

Getting started with SharePoint Server

  • Evaluating MacroView Case and Matter (on-premises)
  • Creating a new SharePoint site collection
  • Installing Case and Matter server components
  • Installing the Case and Matter client software
  • About the Case and Matter structure
  • Provisioning and creating a new matter
See all 7 articles

Getting started with SharePoint Online

  • Evaluating MacroView Case and Matter 365

Tutorials

  • MacroView Case and Matter Solution
  • How to edit a matter name in Case and Matter
  • How to restore an archived matter
  • How to Archive a matter
  • How to change matter number
  • Add sub folders to newly created matters
See all 7 articles

Advanced installation and upgrades

  • Quick Start Guide (client side only)
  • Quick Start Guide (on-premises)
  • Upgrading MacroView Case and Matter from 8.6.05 or earlier to 8.6.06 or later

Search configuration and support

  • Setting up MacroView Case and Matter search

Plugins and extensions

  • Create MacroView Library for Case and Matter
MacroView