During the installation of Case and Matter, there are additional Setup Options available to configure what will be installed.

On the first screen of the Case and Matter setup (Software Licence Agreement), select Options to show the Setup Options. 

Addition Features

MacroView DMS Provisioning

Installs the MacroView DMS Provisioning extension which adds administrative actions to the right-click menu in DMS. 

MacroView Auto Numbering and Enhanced Versioning

Installs the MacroView Auto Numbering and Enhanced Versioning extensions to improve the document management experience in Word and Excel.

MacroView Generator

Installs MacroView Generator. 

First Run Experience

Includes a guided setup experience to sign in and add SharePoint server(s) if there are none already configured. 

Legacy Extensions

For customers upgrading from an older version of Case and Matter, the Legacy extensions that work with the older configurations of Case and Matter can be installed all at once by enabling these options. 

Check your existing installed apps to see which extensions are required for your environment. 

Create New Matter

Installs the Provisioning and creating a new matter right click option for environments with legacy column names. 

Archive Matter

Installs the Archive Matter option right click option for on-premises environments that use this feature. 

Create Document

Installs the Create Document right click option for environments with legacy column names.