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MacroView · Records and complianceRecords management where people already work: in Outlook
MacroView brings the records functions of Microsoft 365 and SharePoint to the desktop. Declare a record, add a hold or read who did what, from the right-click menu in Outlook.
Book an introductory call How it works
In short
MacroView brings the records management functions of Microsoft 365 and SharePoint into Outlook. Document and e-mail records are saved to any SharePoint location, e-mails stay intact as .msg files, and from the right-click menu users view the audit history and compliance details, add or remove holds and declare in-place records.
Why compliance stays on paper
Hover over or tap a card to see what MacroView changes.
E-mails lose their context
Kept intact as .msg
E-mail records stay complete, with sender, recipients and attachments, and open in Outlook.
Who changed what?
Audit history at the right-click
User, date, version and type of event, for every document, without leaving Outlook.
A legal hold needs IT
Holds from Outlook
Authorised users add or remove a hold on a document straight from Outlook.
Declaring records is a separate task
Declare in place
Declare a document as a record where it is, in the same menu people use every day.
From e-mail to record
Save to SharePoint with metadata
From the Microsoft 365 toolbar, to any SharePoint location.
Let rules file the rest
Incoming and outgoing e-mail records filed automatically by rule.
Declare, hold, check
Declare records, add holds and view compliance details from the right-click menu.
Find and prove
Search by keyword or metadata with a taxonomy term picker, and show the audit history.
The records functions of Microsoft 365, on the desktop
We set up the libraries, metadata and permissions in SharePoint, and MacroView puts the records functions where your people work.
- E-mail records kept intact as .msg
- Audit history from the right-click menu
- Compliance details, holds and in-place records from Outlook
- Search by keyword and metadata, with a taxonomy term picker
- Download records straight from the search results
- Ribbon, menus and search panels adapted to your organisation
Illustrative example
Questions about records management
Does MacroView replace the records management of Microsoft 365?
No. MacroView brings the records functions of Microsoft 365 and SharePoint to the desktop, so people use them from Outlook.
In which format are e-mails kept?
As .msg files, intact, so they open in Outlook with their attachments.
Can users add a hold themselves?
Users with the right permissions can add or remove holds and declare records from Outlook. Which options people see can be configured.
Do we need M-Files for strict compliance?
Not always. For workflows with approvals, strict audits or documents in several files at once, M-Files often fits better. We work with both and tell you honestly.
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 moreAutomatic e-mail filing
Central rules that file e-mail by themselves, also from group and shared mailboxes.
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 compliance without extra clicks?
Book an introductory call. We look at how you file e-mail and documents today and which MacroView products fit.