When you create new MacroView Document and Email Management site collections, or apply the MacroView Document and Email Management Solution to any existing site collection, OneDrive for Business site or Microsoft Teams site, users with the appropriate permissions are able to quickly and easily create document libraries that are ideal for storing documents and emails with automatically captured metadata. 

MacroView Document and Email Management solution can be applied to any SharePoint site collection using the MacroView DMS Provisioning extension extension for MacroView DMS.

Download MacroView DMS Provisioning extension

The easiest way to provision MacroView Document and Email site collections is using the MacroView DMS Provisioning extension for MacroView DMS.

   Download the MacroView DMS Provisioning extension

The following article explains how to use the extension.

User Guide: MacroView DMS Provisioning extension

What does the MacroView Document and Email Management Solution include?

MacroView Document and Email Management includes a combination of site columns, site content types and document library designs.

The MacroView DMS Provisioning extension for MacroView DMS allow users with appropriate permissions to apply the solution to existing site collections and document libraries or to create new site collections and document libraries. 

Site content types

The following site content types are included in each site collection type. 

Library types

The following library types can be provisioned in each site collection type.

MacroView Documents and Emails

The default library type which is ideal for managing documents, emails and email attachments.  This library type includes separate content types for documents and emails with all metadata captured automatically by default so there is no profiling when saving files. It also includes a familiar Emails view that is similar to viewing emails in Outlook and separate views for other Office and PDF document types.

This is the best library type when storing a combination of documents and emails or if you plan to add any additional custom metadata columns for documents.

MacroView Email Messages

This library type is ideal for managing emails and email attachments.  This library type includes single content type for emails with all non-personal metadata captured automatically by default so there is no profiling when they are saved. It also includes a familiar Emails view that is similar to viewing emails in Outlook and an All Document view in newly created libraries for viewing email attachments.

This is a useful library type when just storing emails and their attachments and the attachments do not require any custom metadata recorded. 

MacroView Document and Emails - Single Content Type

This library type suitable for managing documents, emails and email attachments. It includes a single content that includes all email and document metadata columns. It also includes a familiar Emails view that is similar to viewing emails in Outlook and separate views for other Office and PDF document types.

This library type is an alternative to the MacroView Document and Emails library when you require common custom metadata to be captured on both documents and emails. 

Library views 

Depending on the library type a combination of the following views will be included.

All Documents

Emails

Other views

Content types and views in each library type

	MacroView Documents and Emails	MacroView Email Messages	MacroView Documents and Emails - Single Content Type
Content Types
Email
MacroView Document
MacroView All Documents
Views
All Documents		*
Emails
Excel Documents
PDF Documents
PowerPoint Documents
Word Documents

* Only added on newly created libraries

Metadata columns in each content type

The following metadata is automatically captured for each content type.

	Emails	MacroView Document	MacroView All Documents
Attach Count
Attachments
BCC
CC
Conversation Topic
Created
From
Importance
Message ID
Modified
Original Author
Original Created
Original FileName
Original Modified
Original Producer
Receive Time
Sensitivity
Sent On
Subject
Title
To
Tracking Tag
📎 (paperclip)
Created By
Modified By
Checked Out To

See MacroView columns required to capture email metadata for more detailed information on how MacroView DMS can automatically populate these columns when saving documents and emails.