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.
① Download
Download MacroView Case and Matter.
② Install
To provision Case and Matter for the first time, enable MacroView DMS Provisioning in Setup Options.
Learn more about Setup Options.
③ Connect
Connect to your environment, sign in with your Microsoft 365 account.