If you are using out-of-the-box Microsoft SharePoint you can move and copy files from one document library to another by cutting and pasting in the Explorer View or by opening in Windows Explorer. Trouble is that this does not preserve any Version History on the files and neither does it prompt for any meta-data required in the destination library. MacroView DMF Explorer does a great job on moving and copying files around in SharePoint. MacroView DMF Explorer is part of the MacroView Macr ...[Read More]

One of the attractions of Microsoft SharePoint for storing documents is that SharePoint has quite powerful search capabilities. You can find Word, Excel and PowerPoint documents, Outlook messages, text files and even PDFs based on the words and phrases that they contain. SharePoint searching can also be done on the basis of metadata, which is critical for efficient searching across large volumes of documents. MacroView DMF promotes successful metadata-based searching in SharePoint by the w ...[Read More]

Law firms considering using SharePoint for legal document management often ask whether they can use a Client / Matter-centric approach. They want to be easily able to see and retrieve documents that have been stored for a particular Client or for a particular Matter for a Client. When saving a document, email or other file legal users want to choose the relevant Client and Matter rather than having to navigate the document store. Retrieving and saving on the basis of the client-matter pr ...[Read More]

Workflows are a key aspect of many solutions in SharePoint – e.g. for forms processing, content approval, image handling, archiving etc. MacroView and its Partners can provide Professional Consulting services related to the design and development of custom SharePoint workflow solutions, based on both SharePoint Designer and Visual Studio. Examples of SharePoint workflow solutions developed by MacroView include: Budget approval workflow. Budgets completed by Profit Centers in Excel wor ...[Read More]

Preparing Sales Proposals presents a number of document assembly challenges: Find and reuse ‘boiler-plate’ text and graphics – including corporate profiles, standard descriptions of products and services, pre-approved legal text, consultant CVs, client logos and other images, etc. Ensure that only up-to-date content is reused. This is particularly important for text that contains pricing or performance information. Generally there is a need to review reusable text periodically so tha ...[Read More]