MacroView DMF provides a Browse mode that displays the tree structure of a SharePoint environment – all the areas that contain documents or emails for which you have access permission and all the areas where you can save additional documents or emails. In any but the smallest organizations, this tree tends to be large – large numbers of sites and sub-sites, each of which can contain multiple document libraries, which in turn can each contain multiple document sets and folders – even trees of fo ...[Read More]

Maybe like me you have heard people express the view that DM on SharePoint does not work. IT folks tell me that they have come to this view as a result of their business users attempting to store their documents and / or emails in SharePoint instead of in shared drives or Outlook folders and then having those users complain that the new SharePoint-based way of storing documents and emails is clumsy and frustrating and that they would prefer to go back to using Windows and Outlook folders. The ...[Read More]

From a document management perspective one of the good things about SharePoint is that it can maintain a detailed audit log of activity in respect of each document that is stored in SharePoint. The trouble is that the OOB SharePoint user interface does not provide any easy way of seeing the audit trail for a particular document. If you are a Site Collection Administrator you can go into the central console and view displays of the SharePoint Audit Log, but these are extremely large and dense. ...[Read More]

You are storing the documents for your projects in SharePoint – for each project there is a corresponding document library, folder or document set. You want to be able to click on a hyperlink and jump straight into that library, folder or document set so that you can access the documents and emails that have been stored for that project. Not a problem is you are OK to work with those documents and emails in the native SharePoint web browser UI. But what if you prefer to work with documents and ...[Read More]

From the viewpoint of a user of a document management or email management solution, the ability to save documents and emails by dragging and dropping is a really important feature. You can drag and drop to save an email from your Inbox to another Outlook folder and you can drag and drop to save and move files around in Windows Explorer. So if SharePoint is to be truly easy-to-use, it should also support saving and moving via drag and drop. One of the exciting new features of SharePoint 2013 i ...[Read More]

From a Document Management perspective, SharePoint 2010 was a major advance over SharePoint 2007, but SharePoint 2013 is a much more incremental step forward from SharePoint 2010. This paper looks at two new features of SharePoint 2013 –searching based on FAST (a definite improvement) and drag and drop saving of emails and attachments (which is disappointing). Searches Based on FAST Technology P The most significant DM improvement with SharePoint 2013 is related to FAST search. Once an expens ...[Read More]

​This blog post is an extract of a MacroView White Paper. Download the full White Paper here. As more organizations explore the potential of using Microsoft SharePoint for Document Management and Email Management a question that arises frequently is “What is the best Information Architecture for a SharePoint DM store?”  In other words, what is the best way to arrange the various SharePoint 2010 ‘building blocks’ – Site Collections, Sites, Document Libraries, Document Sets, Folders and metadat ...[Read More]

Interested in using Microsoft SharePoint to store, find and share your Microsoft Outlook messages? Finding that the out-of-the-box integration of Outlook and SharePoint is awkward to use? SharePoint add-on software called MacroView Message may well be the answer.  (  Download a PDF of the full article here ) Out-of-the-box Outlook / SharePoint Integration There are a number of ways you can save an email message to SharePoint using the native facilities of Microsoft Outlook and Microsoft Sha ...[Read More]

With its native document management capabilities, SharePoint is attractive to many organizations. The IT area sees SharePoint as a way to improve upon storing emails in Outlook folders and other files in network file shares. From a management perspective extending the use of SharePoint to email and document management makes sense because it means that the organization is extracting more value from its investment in SharePoint. This is particularly the view when the organization is paying mainte ...[Read More]

​Recently a large professional services firm with international operations conducted an evaluation of MacroView DMF. The firm was interested in moving to a SharePoint-based solution to replace their existing OpenText / Hummingbird system. They liked the way MacroView DMF extended and enhanced the functionality and user experience for performing DM tasks on SharePoint, but were concerned as to whether SharePoint would be able to cope with their large document stores. They were doubtful as to whe ...[Read More]