MacroView DMFMacroView
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OnePracticeHubOne
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Related Products
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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
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
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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
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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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
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
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Integrations
Microsoft 365
Not Supported
Microsoft Power Automate
Not Supported
Splunk User Behavior Analytics
Supported
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Integrations
Microsoft 365
Supported
Microsoft Power Automate
Supported
Splunk User Behavior Analytics
Not Supported
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