To evaluate the automatic email filing solution, MacroView Managed Filing, the following is required:
- MacroView DMS / DMS Pro evaluation installed
- Suitable SharePoint environment
For automatic email filing to work well, we are looking for a unique code(s) to be used as the email tag in the Subject e.g. Client Code, Project Number, Sales Order Number, Claim Number, Matter/Case Number, etc.
When we verify that your environment will work well with Managed Filing, a MacroView consultant will create and send you one filing rule for testing automatic email filing in your SharePoint tenant. This will also involve moving to a licensed evaluation.
Environment
Step 1
Download and install MacroView DMS or DMS Pro.
Step 2
Provide a screenshot of a SharePoint location where emails are to be saved automatically. This could be a library, document set, folder, or subfolder.
Step 3
Provide the URL link to the container you want emails automatically saved to by right-clicking on the container name, choose Copy as Link:
Example A
Screen capture showing Email folder where emails should be saved automatically:
URL
https://YourTenant.sharepoint.com/sites/mvprojects/S1000/1000/1000-Sydney%20Light%20Rail/Email
Email Content Type
If your email content type has properties, please include a screen capture e.g.
Profiling dialog displayed on drag and drop save:
Example B
Screen capture showing document library where emails should be saved automatically:
URL
https:// YourTenant.sharepoint.com/sites/emailman/acme
Example C
Screen capture showing folder in Teams site where emails should be saved automatically:
URL
https://macroview365.sharepoint.com/sites/TestCaseandMatter/Shared%20Documents/General
Please provide this information to the consultant you are working with or services@macroview.com.au