MacroView DMF and MacroView Message enable the creation of document management solutions with the features offered by a traditional document management system and the added functionality and cost effectiveness of Microsoft SharePoint.
Key features
- Intuitive tree-view navigation
- Convenient, familiar right-click menus
- Save documents and emails directly from Outlook and other Office applications
- Search for files directly from Office applications, including custom search panels
- SharePoint 2013, 2016, 2019 and SharePoint Online (Office 365) support
- Works across multiple on-premises SharePoint servers and SharePoint online tenancies
- Deploy settings with provided Group Policy templates
New in version 8.9
MacroView DMF 8.9 and MacroView Message 8.9 introduce a number of features including:
- Personal Views. See more...
- Advanced settings tab on Option dialog. See more...
- Adobe 2020 and 64bit Adobe DC Reader and Acrobat support.
- Tree View Quick Search. See more...
- Corporate Email Filing (CEF) support for matching multiple rules. See more...
- Set email alerts on folders and files. See more...
- Apply and update retention labels in SharePoint online See more...
- Deploy User options via the Resource Library See more...
- Move To function supported on files. See more...
- Refresh Indicator support added to SharePoint online servers See more...
- Added support for OneNote files in SharePoint. See more...
- Collapse all the tree view nodes from the tree view right click menu. See more...
- Breadcrumb navigation. See more...
- Save to multiple locations with a single MacroView Corporate Email Filing rule. See more...
- Corporate Email Filing rule type to save to any location with a unique identifier. See more...
- Support of drag and drop of files from DMF file list to other web applications. See more...
- Option to not include the save location category on saved emails. See more...
- Emails can be saved as PDFs to SharePoint See more...
- Microsoft Authentication Library (MSAL) support See more...
- Allow configuration of message classes that trigger save prompt when Save on Send is switched on See more....
- Click here for a list of key features included in previous DMF / Message versions.
If you are an existing user of MacroView DMF or Message, please read this important notice
Download DMF Download Message Support and Tutorials
Release history
8.9.1481 Client - Sept 2023
- Fixed an issue when a 64-bit DMS MSI doesn't set the install location in 32-bit registry #28340
8.9.1478 Client - May 2023
- Fixed an issue with minor version history not displaying when a file is checked out. #28105.
8.9.1468/1469/1475/1476 Client / DMF Server 8.9.02 Release – Dec 2022
- Personal views are now prioritised when using the 'folder name default views' setting. See more...
- Configuration files are now removed from a user's %AppData%\MacroView DMF area when the path is removed. See more…
- Improved performance of expanding Tree nodes.
- Create Site Collection' extension now handles different signed in accounts in the same Office 365 tenant.
- Updated the profiling dialog for choice, taxonomy, and Person/group fields. See more...
- Added support for adding Terms to an open Term store in the updated profiling dialog.
- Bug fixes (see attached release note for more information)
8.9.1343 Client / DMF Server 8.9.02 Release – June 2022
- Mapping custom email columns part of DMF installation See more....
- Email standardisers can now use custom email field mappings See more...
- Allow configuration of message classes that trigger save prompt when Save on Send is switched on See more....
- Removed unnecessary Outlook connect checks to DMF
- Save on Send' and 'Send and Save' automatically no longer prompt the user if there is a personal or CEF outgoing rule
- Added Central Configuration Location setting tool-tip
- Cache updates correctly when removing a library
- Added 'SentItemsProcessPeriod' value setting to the Advanced options See more...
- DMF now uses SharePoint Online preview for MSG and EML files
- First Run now includes MSAL authentication
- Updated Manage Accounts authentication interface
- Copy/move when selecting multiple files from different subfolders in a recursive view now disabled
- Central configuration file location now validates the URL
- Update First Run to include the latest release of MVSP
- Bug fixes (see attached release note for more information)
8.9.1209 Client / DMF Server 8.9.02 Release – May 2022
- Right click standardise now supports DMF email formatting See more...
- Folders in file lists can now be toggled with a settings See more...
- Map Folder Name To Field Value updated to restrict matching taxonomy fields See more...
- CEF no longer has a 500 item search result limit
- CEF unique identifier rules can now be extended to work with sites See more...
- Show Site in Hubs' enabled when new servers are added
- Update of 3rd party notices
- Bug fixes (see attached release note for more information)
8.9.1086 Client / DMF Server 8.9.02 Release – April 2022
- Save emails as PDFs See more...
- Microsoft Authentication Library (MSAL) support See more...
- Access and managed accounts from the DMF local service system try icon
- Map Folder Name To Field Value extension in DMF+ and Message+ can map field names based on the parent folder/document set name See more...
- Mailboxes are not monitored when no rules are enabled
- Update to End User License Agreement and 3rd party notices
- Support for proxies that require manual authentication
- Create Document Set extension in DMF+ and Message+ updated to handle List View Threshold (LVT) situations in the associated SharePoint list.
- Option added to enable/disable authentication broker. See more...
- Bug fixes (see attached release note for more information)
8.9.910 Client / DMF Server 8.9.02 Release – March 2022
- Support of drag and drop of files from DMF file list to other web applications. See more...
- Option to not include the save location category on saved emails. See more...
- Updated DMF handles LVT folders in the tree view.
- Updated way DMF refreshes tree nodes.
- Bug fixes (see attached release note for more information)
8.9.784/8.9.787/8.9.788 Client / DMF Server 8.9.02 Release – February 2022
- Breadcrumb navigation. See more...
- Refresh indicator for SharePoint online when renaming folders/document sets. See more...
- Save to multiple locations with a single MacroView Corporate Email Filing rule. See more...
- Corporate Email Filing rule type to save to any location with a unique identifier. See more...
- Tree filter search context can now select the node or the entire tenant location. See more…
- Setting to show/hide 'Link' and content types on the 'New' button. See more...
- Improved the way DMF handles Restricted/Shared locations when Navigating to a URL.
- More file types supported by preview on SharePoint Online.
- Changing folder and document set content types when editing properties.
- Tree View item sort order updated to be case insensitive.
- Bug fixes (see attached release note for more information)
8.9.645/8.9.646/8.9.651 -December 2021/January 2022
- EDS Enhanced Document security-now has a setting to display unique permissions in the file list. See more...
- Added support for Site collection defined Result sources as DMF server entries.
- DMF now handles multiple users saving emails with auto filed at the same time.
- Updated the way File lists are loaded for SharePoint on premises servers to function the same way as lite servers.
- Added "Filter on this term and all terms" for Managed metadata navigation for SharePoint online
servers. - MVSP configuration files are now included in the Central location file refresh mechanism.
- Updated 'Refresh Indicator' to tracks changes more efficiently.
- Updated the 'Create Document Set' Extension to support multiple library configurations where the library name is not specified in the xml file.
- New Library' Extension to support the SharePoint 'Document content type'.
- Outlook 'Save message' will now allow the user to rename single emails before saving.
- DMF now ensures sites(with an associated hub) are not added into the "Sites" node.
- Bug fixes (see attached release note for more information)
8.9.491 -November 2021
- Refresh Indicator support added to SharePoint online servers See more...
- OneNote files support in SharePoint See more...
- Tree view nodes can be collapsed with a right click option See more...
- Added right click copy/cut/paste options in profiling dialog fields See more...
- Added support for moving multiple folders at a time See more...
- Search Site Tree selected options are now maintained the registry of a user See more...
- Added support for 'Open in File Explorer' to Folders and Document Sets See more…
- Bug fixes (see attached release note for more information)
8.9.349 - October 2021
- Apply and update retention labels in SharePoint Online See more...
- Deploy User options via the Resource Library See more...
- Move To function supported on files. See more...
- New navigation selection pane in Outlook. See more...
- Files under 'Shared with me' in Favourites mode can be sorted. See more...
- [Me] placeholder supported on any check box control on search panels. See more...
- Option to prevent saving of files to the root of a Teams document library. See more...
- Open in File Explorer right click option on tree view nodes. See more...
- Optional Content Approval right-click function included in client installation. See more...
- Optional Merge Files right-click function included in client installation. See more...
- Favourites mode available in condensed tree navigation dialog. See more...
- Bug fixes (see attached release note for more information)
8.9.173/193 - September 2021
- Tree View Quick Search. Search and navigate to locations directly from the tree view. See more...
- Set email alerts on folders and files. See more...
- Adobe 2020 and 64bit Adobe DC Reader and Acrobat support.
- Corporate Email Filing (CEF) support for matching multiple rules. See more...
- Filter file list items by Content Type. See more...
- Email Standardizer function. See more...
- Map Folder to Field support for document set and custom folder content types. See more...
- Optional New Site Collection, New Site and New Library extensions for use with custom solutions
- Optional PDF Pack extensions included in the DMF installation. See more...
- Separate About and Extensions tabs on the Options dialog. See more...
- Bug fixes (see attached release note for more information)
8.9.15/16 Release / Server 8.9.02 - August 2021
- Personal Views can now be created, edited and removed. As well as columns in view can now be updated to support the creating of Personal views. See more...
- Added an Advanced tab in User Options for additional registry settings that were previously accessed via registry or Group Policy . See more...
- Added support for a custom color choice when enabling Highlighting. See more...
- Added support for 64bit versions of Adobe DC Reader and Acrobat.
- Bug fixes (see attached release note for more information)
See also: