MacroView’s full suite of document and email management products

BENEFITS

MacroView Suite combines advanced document management, intuitive email filing, and seamless file navigation to streamline your information handling. Bringing MacroView Mail, DMS Pro and DMS Next in one complete package, explore the full power of MacroView's document and email management solutions.

Designed for professionals who work with documents all day.

MacroView DMS Pro and DMS Next allow you to browse SharePoint in a familiar tree view, open and save files, drag and drop to save content, automatically capture metadata*, and utilise advanced search capabilities in the Microsoft 365 products you use every day. Whether working on a desktop or in the cloud, the experience is fast, intuitive, and consistent.

MacroView Mail extends these capabilities to email and attachments, making it easy to file directly from Outlook on any device.

Powerful features to support structured and compliant work.

MacroView Suite includes support for document generation using templates, bulk filing, rules-based email saving, version control, and content type support. DMS Pro adds enhanced profiling and business logic, helping enforce naming conventions, folder structures, and metadata standards without the need for custom code. It's ideal for businesses in professional services, legal, financial, engineering, and government teams that rely on accuracy and adherence to compliance standards.

Maximise your Microsoft 365 investment — no extra platforms required.

By leveraging the SharePoint architecture your business already uses, MacroView Suite eliminates the need for traditional DMS platforms with a scalable and cost-effective alternative. It simplifies user adoption, reduces Shadow IT, and provides IT teams with the control and governance they need — all while delivering a best-in-class user experience inside the Microsoft tools your teams already know and trust.

FEATURES

Document & Email Management

• Browse and navigate SharePoint in a familiar tree-view structure
• Drag and drop documents, emails, and attachments directly to SharePoint
• Save directly from Outlook, Word, Excel, PowerPoint, Adobe Acrobat & Reader
• Automatic metadata capture*
• Filter, sort, and search using metadata to locate content quickly
• Automatically file incoming and outgoing emails using rules
• Record version comments, view history, and restore previous versions
• Highly configurable and customisable to meet compliance and governance needs

Search Functionality

• Configurable search panels and results views
• Search across your entire SharePoint environment or targeted libraries/sites
• Search using standard or custom metadata fields
• Filter and refine search results
• Save and reuse common or favourite searches

Convenient, Familiar Experience

• Windows-style file browsing for intuitive navigation
• Office ribbon integration for consistent command access
• Feature-rich right-click menus for fast actions
• File previews directly in the interface
• Create libraries and folders directly from Outlook or Office apps
• Navigate faster using favourites, recent locations, and a full tree-view of SharePoint

*In locations provisioned with MacroView columns and content types.

WORKS WHERE YOU DO

Access DMS Next and MacroView Mail directly in Outlook (new), Outlook (classic), Teams and the Microsoft 365 Copilot app using:

• Microsoft Windows
• MacOS
• Web
• iOS
• Android

Access DMS Pro as a standalone app, as well as integrations directly in Outlook (classic), Word, Excel, PowerPoint, Adobe Reader and Foxit Reader for Microsoft Windows.

Note: A Microsoft 365 SharePoint Online account is required to use this app.

ABOUT US

MacroView delivers complete document life cycle solutions for Microsoft 365 from generation to document and email management, integrating SharePoint, Teams and OneDrive.

We have over 30 years of experience working with leading professional and financial services firms, as well as all levels of government and corporations worldwide.

Our feature-rich products, enabling tools and dedicated specialists are well-placed to address your unique business requirements to further unlock the power of Microsoft 365 to increase user adoption and productivity.

Every day, thousands of business users think, work and collaborate using MacroView solutions across more than 70 countries and in over 30 languages in pursuit of our vision to drive the positive transformation of the digital workspace.