MacroView DMFMacroView
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OnePracticeHubOne
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience |
Audience
Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMacroView
Founded: 1994
Australia
macroview365.com/document-management-sharepoint-office365/
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Company InformationHubOne
Australia
www.hubone.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Microsoft 365
Microsoft Power Automate
Splunk User Behavior Analytics
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Integrations
Microsoft 365
Microsoft Power Automate
Splunk User Behavior Analytics
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