Access functions and shortcuts using the right-click context menu
MacroView Support
Updated
Additional functionality and shortcuts are available via the right-click context menu, depending on the type of location or node you select in the tree view, or file you select in the items list.
Tree view
Category
The following right-click shortcuts are available when selecting a category (e.g. My OneDrive, SharePoint Online, Teams), or any other node in the tree view:
Search this Location: Search mode will use this URL to narrow search results. See more...
Find a Location: Search for a location within the selected URL. See more...
Filter: Prompts the user to refine and restrict contents based on keywords and other criteria. See more...
Collapse All: Minimises all expanded child nodes.
Navigate to URL: Enter the URL address will navigate to that location. See more...
Refresh: Reloads the selected location and fetches any changes.
SharePoint hub site
In addition to the options available in the Category node, the following right-click options are available when selecting a SharePoint hub site:
Open in SharePoint: Opens the SharePoint location in your default browser.
Share Link: Share a link to the location and add a message with a user or group in Microsoft Teams. See more...
Copy Link: Copy the link to your clipboard.
Send As: Composes a new Outlook email and inserts a link to the location.
SharePoint site/Team site
In addition to the options available above, the following right-click options are available when selecting a SharePoint site/Teams site:
New Document Library: Utilises MacroView Provisioner to create a new document library that contains the MacroView columns and content types required to capture document and email metadata. For more information, see About MacroView Provisioner.
Add to Favorites: Adds the location to the Favorites category of the tree view.
Library Options
In addition to the options available above, the following right-click options are available when selecting a SharePoint document library:
Create New: Shows available folders, document sets or files the user can create in the document library, if they are configured and have permission to do so. See more...
Upload files: Launches the file browser on your device, allowing you to select files to upload to the chosen location.
Folder/Document Set Options
In addition to the options available above, the following right-click options are available when selecting a SharePoint folder/document set:
Options: Provides additional options to:
Cut
Copy
Rename
Delete
Edit Properties: Update metadata properties associated with the chosen folder or document set.
Recents
The following right-click options are available when selecting the Recents category:
Collapse All: Minimises all expanded child nodes.
Navigate to URL: Enter the URL address will navigate to that location. See more...
Reload Tree: Reloads the selected location and fetches any changes.
Favorites
The following right-click options are available when selecting the Favorites category:
New Group: Create a new group to store favorites.
Collapse All: Minimises all expanded child nodes.
Navigate to URL: Enter the URL address will navigate to that location. See more...
Refresh: Reloads the selected location and fetches any changes.
In addition to the right-click options available in the Favorites category, the following right-click options are available when selecting a Favorites group: