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MacroView · Filing from OutlookE-mail and documents into SharePoint, straight from Outlook
MacroView shows SharePoint, Teams and OneDrive as a familiar tree inside Outlook. Drag an e-mail to the right file, confirm the metadata, done. Nobody has to open a browser.
Book an introductory call How it works
In short
MacroView brings SharePoint, Teams and OneDrive into Outlook as a Windows-style tree. People drag e-mails and documents into the right file, and MacroView captures the metadata on the way. MacroView DMS Next works in New and Classic Outlook and in Teams, MacroView DMS Pro adds Word, Excel, PowerPoint and Adobe, and MacroView Mail saves e-mail from any device.
Why e-mail never reaches SharePoint
Hover over or tap a card to see what MacroView changes.
Saving to SharePoint takes too many clicks
Drag and drop in a familiar tree
SharePoint, Teams and OneDrive appear as a tree in Outlook, with right-click menus and the Office ribbon.
Nobody fills in metadata
Metadata captured while filing
MacroView captures e-mail metadata automatically and asks only for what matters, such as client or document type.
Documents are saved locally first
Save from Word, Excel and PowerPoint
MacroView DMS Pro adds a DMS panel to Word, Excel, PowerPoint and Adobe Acrobat, and saves straight to SharePoint.
On the road, e-mail stays in the inbox
File from any device
MacroView Mail saves e-mail and attachments to SharePoint, Teams and OneDrive from Windows, macOS, iOS, Android and the web.
From inbox to file in four moves
Open the MacroView pane
SharePoint, Teams and OneDrive appear next to your mail, in the structure your organisation uses.
Drag the e-mail to the file
One e-mail or a selection, with or without its attachments as separate documents.
Confirm the metadata
Sender, date and subject are captured automatically. You add what matters, such as client or document type.
Find it back from Outlook
Search by keyword, metadata, document type or folder, and open earlier versions when you need them.
Everything to file and find without leaving Outlook
We set up the SharePoint structure behind it and choose the MacroView products that fit how your people work.
- Tree view of SharePoint, Teams and OneDrive in Outlook
- Drag and drop to and from SharePoint
- Automatic metadata capture
- Configurable search panels: keyword, metadata, document type, folder
- Version history and restore
- New and Classic Outlook, Teams, Office and Adobe
Illustrative example
Questions about filing from Outlook
Does MacroView work in the new Outlook?
Yes. MacroView DMS Next works in New and Classic Outlook and in Teams. MacroView DMS and DMS Pro work in Classic Outlook.
What is the difference between DMS and DMS Pro?
DMS brings SharePoint into Outlook. DMS Pro adds a DMS panel in Word, Excel, PowerPoint and Adobe Acrobat and a built-in desktop explorer.
Can we file e-mail from a phone?
Yes, with MacroView Mail on iOS and Android, as well as on Windows, macOS and the web.
Where are the e-mails stored?
In SharePoint, Teams or OneDrive in your own Microsoft 365 environment, with your existing permissions.
More MacroView topics
Automatic e-mail filing
Central rules that file e-mail by themselves, also from group and shared mailboxes.
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 to see MacroView in your Outlook?
Book an introductory call. We look at how you file e-mail and documents today and which MacroView products fit.