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SharePoint and MacroViewDocument management in SharePoint, with MacroView
You already work in Microsoft 365. Your documents are in SharePoint, Teams and mailboxes. We set up SharePoint so everyone files correctly, finds everything and nobody has to change the way they work.
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Illustrative example
Trusted by more than 100 organisations in the BeNeLux
In short
SharePoint that works like your organisation
- Information model
- Saving from Office
- Automatic filing
SharePoint becomes full document management when its structure matches how your organisation works and people file from the tools they already use. SoftAdvice sets up the information model in SharePoint, adds MacroView so documents and e-mails are filed from Outlook, Word, Excel and Explorer, and automates the filing. Everything stays in your own Microsoft 365 environment, with your existing permissions.
Why SharePoint alone falls short
Hover over or tap a card to see what we change.
Filing happens in the browser, so it does not happen
People work in Outlook and Word, not in a SharePoint tab.
Filing from Outlook and Office
E-mails and attachments in the right file in one move, with the right metadata.
E-mails stay in personal mailboxes
Half of the file is in someone’s inbox.
Automatic filing
Rules that put e-mails in the right file by themselves.
Structure grows wild
Every client, every project, a different folder structure.
Every file the same structure
New client or new project? One right-click and the full structure is ready.
SharePoint that works the way your organisation works
An information model that fits
Libraries, metadata and content types matched to how your organisation works. No forest of folders.
Filing from Outlook and Office
E-mails and attachments in the right file in one move, with the right metadata.
Automatic filing
Rules that put e-mails in the right file by themselves.
Every file the same structure
New client or new project? One right-click and the full structure is ready.
AI that fills in metadata
Invoice number, client, fiscal year: recognised and filled in automatically.
SharePoint as the foundation, MacroView on top
We use SharePoint as the foundation and MacroView as the layer on top. MacroView brings SharePoint to Outlook, Word, Excel and Explorer. Everything stays in your own Microsoft 365 environment, with your existing permissions.
- SharePoint in Outlook, Word, Excel and Explorer
- In your own Microsoft 365 environment
- With your existing permissions
Illustrative example
Where SharePoint with MacroView makes the difference
Accountancy
Client files per fiscal year, correspondence linked automatically, engagement letters with a fixed number.
Law firms
Files per client and matter, e-mail from Outlook in the right file.
Engineering and construction
Project files with the same structure, plans and correspondence together.
When M-Files fits better
SharePoint with MacroView is strong at collaborating and filing. Do you have workflows with approvals, strict audits or documents that belong in several files at once? Then M-Files often fits better. We work with both and tell you honestly.
Read more about M-Files- Workflows with approvals
- Strict audits
- Documents in several files at once
Frequently asked questions about SharePoint
Do we have to replace SharePoint?
No. SharePoint is the foundation. We set it up properly and add MacroView as the layer on top.
Where are our documents stored?
In your own Microsoft 365 environment, with your existing permissions.
Do our people have to change the way they work?
No. With MacroView they file from Outlook, Word, Excel and Explorer, the tools they already use.
SharePoint or M-Files: which one do we need?
SharePoint with MacroView is strong at collaborating and filing. For workflows with approvals, strict audits or documents in several files at once, M-Files often fits better. SoftAdvice works with both and gives you an honest answer.
Ready for a well set-up SharePoint?
Book an introductory call. We look at how you work today and what SharePoint can do for you.