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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

HubOne
Australia
www.hubone.com

Alternatives

Alternatives

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LexWorkplace

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Wide Angle PDF Converter

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FileBoss

FileBoss

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DragDrop

DragDrop

HUSS

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Microsoft 365
Microsoft Power Automate
Splunk User Behavior Analytics

Integrations

Microsoft 365
Microsoft Power Automate
Splunk User Behavior Analytics
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