Tree View
Enable advanced browser search
Show the Search option on the tree view right-click menu which opens Internet Explorer and navigates
to the default SharePoint Search page or to the page specified in the search re-direction page setting in the MacroView DMS web service configuration (on-premises servers only)
Tree View - Enable sticky views
The selected view name will be remembered when switching between libraries. If the selected library has a view matching the one previously selected that view will be automatically selected. See Enabling 'Sticky Views' and 'Folder Name' views for more information
Select 'folder name' view by default
If the selected folder or document set name matches a view name in the library, the view will be automatically selected. This includes where the view matches the folder or document set name with an ‘s’. For example if the folder name is ‘Email’, the ‘Email’ or ‘Emails’ view will be selected. See Enabling 'Sticky Views' and 'Folder Name' views for more information
Enable tooltip display for folder description
Default the selected mode to 'Favourites' on startup.
Show Refresh indicator for SharePoint online locations
New nodes created will display a refresh icon next to the parent node . See more…
Set Favourites tab as the default mode
Displays a tooltip (if defined - via customisation) when hovering over a folder in the tree view with the mouse.
Site names style
Defines how sites are identified in the MacroView DMS tree view display. Sites can be displayed in the tree-view using their Title, their URL address or both. The default is Title.
Nodes to Trigger Filter
The number of nodes that MacroView DMS will display within a SharePoint server/tenant, site collection, site, library, document set or folder without prompting the user to apply a filter to the site or site collection. The default setting is 200.
Nodes to Block 'Show All'
MacroView DMS is designed to cope efficiently with very large SharePoint environments. If the number of nodes specified in this option exists at one level of the tree (excluding hub site nodes), then the ‘Show All’ button on the Filter dialog will not be displayed. This will force users to filter in locations with a large
number of nodes and help to avoid timeouts. The initial setting is 500.
Minimum Filter Text Length
The minimum number of characters that the user may enter as the filter criterion in the Filter dialog. The initial setting is 2.
Libraries to ignore
Specify SharePoint libraries (by Title) that you don’t want to appear in the tree-view. This setting is disabled if the libraries to be ignored have been defined in the central configuration location. See How to hide libraries in the tree view for more information.
File List
Display folders and document sets before files
MacroView DMS displays the order of folders, documents sets and files differently depending on whether or not this setting is enabled. If enabled, Folders and Document Sets are displayed in the file list in the same order as they appear in the tree-view. i.e. no files will appear intermingled with the Folders and Document Sets. If the library is based on a custom list definition this setting is not supported.
Display the Open Version option on the file list context menu
Show the 'Open Version' option when right-clicking on a file in the file list.
Enable Group By Views on SharePoint Online
If the selected view is a Group By View, display the groups instead of showing all files in a flat list. See Group by View on SharePoint Online for more information.
Check for unique permissions
Files that contain unique permissions will have a key overlay icon.
See Unique Permissions setting for more information
Highlight checked out / on-hold / declared record files
Highlight files in the file list that are checked out, on-hold or declared as a record with a background colour of your choice. Check the option to enable it and click on the colour swab to set the colour.
How to highlight checked out, record or on hold files
Files in file list
Maximum number of files to display per page in the file list. MacroView DMS performs a
‘choked’ retrieval, which ensures good performance and efficient usage of bandwidth when accessing document libraries and folders that contain a large number of files. Where the number of files available exceeds this setting, a paging buttons appears at the bottom of the File List. The initial setting is 50.
Display Folders In File List
Setting will determine how folders will be displayed in the file list. Options are "Determined by View", "Always"," Never" See more...
Profiling Options
Display filename field
Show the file name field on the profiling dialog.
Title field
The Title Field setting has three valid values:
- Hidden - Never display in Profiling dialogs.
- Show - Display in the Profiling dialog if that dialog needs to be displayed for some other reason.
- Always Show and Prompt - Always display in the DMS Profiling dialog.
Search options
Show last search results
Show the last used search and search results when switching to Search mode.
Preview Pane Options
Preview Pane Location in Outlook
The display location of the preview pane in Outlook
Preview Pane location in DMS explorer
The display location of the preview pane in DMS explorer.
Disable preview pane in Outlook
Suppresses the preview pane in Outlook. Useful when screen size is small, or if viewing over a lower bandwidth connection.
This setting can also be toggled using the Previewbutton on the file list toolbar
Theme
Available in DMS 9.4 or later.
Use Custom colour
Choose a custom theme colour. Use System colours must be disabled.
Use System colours
Use the Windows System colour as the default theme. Overrides Custom colour.
Use Office app theme colours
DMS add-ins use the theme colour of the current Office app. Applies to Office apps (Outlook, Word, Excel, PowerPoint) only.