MacroView Solutions
MacroView DMS Pro combined with a set of standard extensions and solution files that allow you to quickly and easily deploy one of MacroView available solutions. These solutions can be tailored to your organizations specific requirements so users are able to quickly and easily create new areas in SharePoint straight from their Office applications.
Available Solutions
Refining your solution
- Overview
- Adding, deleting and editing default folders
- Changing the right click menu option labels
- Change how site, library and document set numbers are assigned
- Update the default Managed Filing rules
- Add document templates to the 'New' button
MacroView Legal Solution
- Getting Started with the MacroView Legal Solution
- Deploying the MacroView Legal Solution configuration Resource Library
- Create a new Case & Matter Site Collection
- Upgrade existing site collection to Case & Matter
- Add a new Client and Matter
- Saving matter documents and emails
Case and Matter (Legacy)
- MacroView Case and Matter Solution
- Create MacroView Library for Case and Matter
- Evaluating MacroView Case and Matter 365
- Evaluating MacroView Case and Matter (on-premises)
- Quick Start Guide (client side only)
- How to edit a matter name in Case and Matter