About the MacroView Case and Matter SharePoint structure
MacroView provide an out-of-the-box SharePoint structure designed to capture metadata important to law firms and legal departments.
If your organisation has an existing SharePoint structure or would like to customise the metadata captured by SharePoint, contact MacroView Services to get in touch with a professional SharePoint consultant.
The out-of-the-box structure contains the following:
- A site collection for each of your business projects and/or divisions (e.g. HR, Finance, IT, Clients).
- Each site collection contains sites relevant to that collection. For example, the site collection Clients will contain a SharePoint site for each of your clients (e.g. ACME Fire Department).
- Each site contains a SharePoint document library containing matters specific to that client.
See the screenshot below for a visual representation of the design.
For a detail explanation of the MacroView Case and Matter SharePoint structure and information on how to create a Matters document library, create new matter document sets and setup MacroView Case and Matter search, refer to MacroView Case and Matter Solution