MacroView DMF

MacroView DMF

MacroView
OnePractice

OnePractice

HubOne
+
+

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About

MacroView DMF integrates SharePoint Online or On-premises with the Office suite of products (Word, Outlook, Excel, PowerPoint), Adobe Reader / Adobe Acrobat and Windows itself for a complete document and email management solution. It allows users to easily save documents and emails and search and discover files faster. It is configurable to your requirements, with intuitive tree-view navigation & convenient, familiar right-click menus. DMF enables you to: - Save directly from the Office ribbon bar in Outlook, Word, Excel & PowerPoint to any location in SharePoint. - Drag & drop to save emails &/or attachments with automatic metadata capture, for example To, From, Subject, Sent time and file properties. - Right-click in the Outlook file list to save hundreds of emails - Upload from the Windows file system whilst capturing key file property metadata such as original author and creation date. - Automatically file incoming & outgoing email using powerful rules.

About

Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Audience

Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Our small firm has been using this product for approximately one year and it has been a major step forward in reducing mail box clutter. It's much more stable and very intuitive for everyday Users. This made adoption much easier for our employees. Their product line also creates the opportunity to upgrade to more advanced, custom, and scalable solutions that are extraordinarily useful in day-to-day business functions.

Cons

  • We originally bypassed this product thinking it looked too technical, but have found that it is actually very easy to use.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

MacroView
Founded: 1994
Australia
macroview365.com/document-management-sharepoint-office365/

Company Information

HubOne
Australia
www.hubone.com

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Categories

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Integrations

Microsoft 365 Not Supported
Microsoft Power Automate Not Supported
Splunk User Behavior Analytics Supported

Integrations

Microsoft 365 Supported
Microsoft Power Automate Supported
Splunk User Behavior Analytics Not Supported
Claim MacroView DMF and update features and information
Claim MacroView DMF and update features and information
Claim OnePractice and update features and information
Claim OnePractice and update features and information