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MacroView

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5.0
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MacroView DMS

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MacroView DMS is a document management software solution that enhances SharePoint and Microsoft Teams functionality to optimize document and email management workflows. The system serves as a productivity-boosting interface that enables organizations to efficiently store, organize, and retrieve documents within their Microsoft 365 environment. Designed for businesses across multiple industries including legal, construction, insurance, property, financial services, government, energy/resources, and accounting sectors, MacroView DMS addresses the challenges of document management, email management, and records management within SharePoint's ecosystem.

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MacroView Legal

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MacroView Legal gives legal teams a faster, cleaner, and more consistent way to manage documents and emails across matters. Firms using MacroView report saving up to a full day of productivity every week, thanks to streamlined filing, powerful search, and a SharePoint environment designed specifically for legal workflows. At its core, MacroView Legal combines advanced document management with seamless Outlook and SharePoint integration. Lawyers and support staff can batch-file emails and documents with metadata, maintain consistent matter structures, and quickly retrieve anything they need — even across large, complex matters. Legal-specific features such as version numbering, document IDs, and configurable metadata schemas ensure every file is stored correctly and remains easily traceable throughout its lifecycle. MacroView Legal also includes a legal-focused SharePoint design that makes creating and managing matters simple. Metadata is captured cleanly at the point of filing, ensuring compliance, faster search, and more accurate document histories. Outlook integration keeps inboxes under control, automating email capture and ensuring all correspondence is stored against the right matter without manual effort. Collaboration becomes effortless too — teams can work across Outlook, SharePoint, Teams, and OneDrive with consistent structures and reliable version control. Documents stay organised, matter files stay complete, and everyone works from the same, accurate source of truth.

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MacroView DMS Next

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DMS Next adds simple document management and search tools to New and Classic Outlook and Microsoft Teams. With an intuitive and familiar user experience, your business can get started immediately without spending time learning a new program.

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MacroView Reviews

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Verified User in Insurance
UI
Verified User in Insurance
08/19/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

MacroView is an easy and safe place to store work documents for later use.

Macroview is very easy to save different type of documents in. In my company we use it to save word documents, emails, pdf files and excel spreadsheets. It is simple and that is what makes it the best saving server i have used to date.

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What is MacroView?

MacroView is a leading provider of innovative technology solutions specialising in document and email management, document generation, migration, provisioning, records management, and more. Our products are designed to supercharge productivity, ensure compliance, and drive growth.

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