Existing Case and Matter customers
If you are already using an older version of Case and Matter 8 or older and have an existing environment, see how to Upgrade from Case & Matter 8.
Welcome to MacroView Case and Matter
This starter guide for new customers will take you through the first-time setup process to install and prepare your SharePoint environment for MacroView Case and Matter.
To provision Case and Matter for the first time, enable MacroView DMS Provisioning in Setup Options.
Learn more about Setup Options.
Connect to your environment, sign in with your Microsoft 365 account.