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MacroView · Automatic filingE-mail that files itself in SharePoint
An administrator sets the rules once. MacroView SureFile files the e-mails that match, to as many locations as needed, and tags them in Outlook so everyone sees what is filed.
Book an introductory call How it works
In short
MacroView SureFile files e-mail in SharePoint automatically, by central rules set by an administrator. Rules can file to several new or existing locations, filed e-mails are categorised in Outlook, and group and shared mailboxes are included. The Desktop edition runs inside Outlook with MacroView DMS or DMS Pro. The Enterprise edition runs as a service in your own Azure, even when Outlook is closed.
Why filing by hand is never complete
Hover over or tap a card to see what MacroView changes.
Filing depends on discipline
Rules do the work
E-mails that match a rule are filed without anyone dragging them.
Shared mailboxes overflow
Shared mailboxes included
SureFile also works on group and shared mailboxes such as info@ or a project mailbox.
Nobody knows what is already filed
Visible in Outlook
Filed e-mails get a category in Outlook, so everyone sees at a glance what is in SharePoint.
Outlook closed, nothing filed
Runs as a service
The Enterprise edition runs in your own Azure and keeps filing when Outlook is closed.
From rule to filed e-mail
We define the rules with you
Which e-mails go where: per client, per project, per supplier, per mailbox.
An administrator deploys them centrally
Users do not have to set anything up themselves.
E-mails are filed automatically
To one or several new or existing SharePoint locations.
Everyone sees what is filed
Filed e-mails are categorised in Outlook, also when working with MacroView Mail on the road.
Two editions, one set of rules
SureFile Desktop runs inside Outlook together with MacroView DMS or DMS Pro. SureFile Enterprise runs as a service in your own Azure. We help you choose and write the rules with you.
- Central filing rules, set by an administrator
- Filing to several new or existing locations
- Group and shared mailboxes
- Filed e-mails categorised in Outlook
- Works with MacroView Mail on the road
- Enterprise: a service in your own Azure
Illustrative example
Questions about automatic e-mail filing
Who sets the filing rules?
An administrator sets them centrally. We write them together with you, based on how your organisation files today.
Does it work on shared mailboxes?
Yes. SureFile also files e-mail from group and shared mailboxes.
Does Outlook have to be open?
For the Desktop edition, yes: it runs inside Outlook. The Enterprise edition runs as a service in your own Azure and keeps filing when Outlook is closed.
Can one e-mail go to several places?
Yes. A rule can file to several new or existing locations.
More MacroView topics
Filing from Outlook and Office
E-mail and documents into SharePoint in one move, with metadata, from Outlook, Teams, Office and any device.
Read moreRecords and compliance
Declare records, add holds and read the audit history, straight from Outlook.
Read moreStructure and migration
The same structure for every file, and the history moved in from PST files, Public Folders and file shares.
Read moreWant e-mail that files itself?
Book an introductory call. We look at how you file e-mail and documents today and which MacroView products fit.