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]

Organizations that have deployed a traditional DM system such as iManage FileSite or OpenText eDocs will be familiar with the way a Word macro can capture details for a new document and then save and profile the document, without any prompting from the DM system. This technique is often used to streamline the preparation of high-use documents – the user needs only to complete the custom form (or forms) displayed by the Word macro and does not also need to complete the DM profiling form. Macro ...[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]

​Late last week, Microsoft released SharePoint 2010 Service Pack 1 and Office 2010 Service Pack 1. A number of the changes are detailed in the following blog post: http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=973. Download and installation details for SharePoint 2010 Service Pack 1 can be found here: http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=984. Microsoft is also strongly recommending that you install the June 2011 Cumulative Update (CU) immediately af ...[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]

​To demonstrate that MacroView DMF enables intuitive designs of large-scale SharePoint document stores that have good performance and efficient resource utilisation, MacroView created a large-scale SharePoint document store called ‘ATLAS’. See also Large-scale document management on Microsoft SharePoint. The ATLAS implementation has a single ‘Clients’ Site Collection containing over 30,000 subsites (each corresponding to a particular Client or Customer. Each Client sub-site has between 2 and ...[Read More]

MacroView Managing Director, Noel Williams, will be speaking at the upcoming Sinch Online Legal Services Conference on March 11, 2011 to be held at the City Tattersalls Club in Sydney. Noel will be speaking on the topic 'Microsoft SharePoint - the Next Generation of Legal Document Management'. The Conference will feature around 25 of the world's foremost legal technology and web services pioneers who will share their experience about the most crucial technology issues affecting the legal indust ...[Read More]

This is Part 4 in the series Managing Documents with SharePoint 2010 and Office 2010 - MacroView DMF Adds Value in 10 Ways. For the full text of this article, click here. The ability to capture and use metadata is a key to effective document management. SharePoint 2010 has significantly improved capabilities in relation to metadata, in particular support for Managed Metadata columns based on hierarchical Term Sets. These allow organizations to satisfy a common document management need, namel ...[Read More]