Applies to: MacroView SureFile Enterprise DMS Administrator ⸱ DMS User
Initial release - October 2026
MacroView SureFile Enterprise takes the power of MacroView Managed Filing and MacroView DMS filing rules to the next level, ensuring all your emails are tagged appropriately and stored securely, automatically, and without delay, even if Microsoft Outlook is closed or your computer is offline.
SureFile Enterprise is now generally available. Here are some highlights outlining what you can expect.
SureFile Enterprise service
The heart of SureFile Enterprise is an Azure managed application running 24/7.
- Offers a scalable solution for enterprise customers that remains viable for customers who use new Outlook.
- Server-side operation removes the reliance on Outlook being open or users' computers being online.
- Robust logging uses Azure Application Insights.
Managed filing
The SureFile Enterprise service incorporates MacroView Managed Filing's core functionality and expands on it.
- Backwards compatibility with Managed Filing rules (migrate existing rules)
- Monitor incoming and outgoing emails, subject to configuration.
- File emails and their attachments automatically and without delay.
- Tag emails and store them securely along with any attached documents, in the same or separate SharePoint locations.
- Optionally, store emails in multiple locations.
- Add Outlook categories to each email, indicating they've been saved and where they can be found.
Administration portal
Configure how SureFile Enterprise works in the authenticated administration portal.
- Manage subscriptions that identify which users' sent/received emails are monitored.
- Define rules that match emails and determine what to do with them (add tags, storage location).
- Build regular expressions for rule conditions using a guided user experience.
- Decide whether to check all relevant rules or stop after the first match.
- Configure the tags and Outlook categories added to each matched email.
- Map MacroView columns to SharePoint columns so that they're populated by MacroView products.
- Monitor failed upload attempts, with access to details that aid troubleshooting.
Integration with Outlook
The Outlook add-in provides a familiar experience for tagging and storing emails.
- Tag and save emails and their attachments directly from Outlook.
- Run rules on untagged emails (for example, if an upload fails because the location has optional/required metadata).
- View rules configured in the Administration portal.
- Outlook categories are visible to all users on the email chain that have SureFile Enterprise associated with their account.
To learn more about this release, go to the MacroView Help Centre, select Release Notes > SureFile Enterprise then select MacroView SureFile Enterprise – October 2026.