BENEFITS

MacroView Mail makes it easy to save emails and attachments directly from Outlook to SharePoint, Teams, and OneDrive — without leaving your inbox. With just a few clicks, users can accurately file correspondence into the right location, preserving metadata, email attributes, and ensure compliance standards.

Designed for teams in email-intensive industries, such as legal, finance, engineering, etc, MacroView Mail streamlines how you manage information. Save emails and attachments to SharePoint, Teams, or OneDrive with metadata capture, flagged locations, and background filing. Whether you're working on desktop or mobile, your filing process stays consistent and efficient.

By integrating deeply with Microsoft 365, MacroView Mail transforms Outlook into a powerful email management tool. No more hunting through inboxes or saving to the wrong folder — just smarter, faster, more compliant filing where your work already happens.

FEATURES

Save email and attachments to SharePoint, Microsoft Teams and OneDrive
Flags and records the location of saved emails
Save files in the background while you work
Configurable metadata capture
Works in Outlook on any device
Reduces duplication with consistent naming conventions
Find documents and emails faster with powerful search
Deployment to all Microsoft 365 devices
Integrates with the MacroView DMS desktop client
Automatically record email metadata for improved searchability*

*In locations provisioned with MacroView columns and content types.

WORKS WHERE YOU DO

Access MacroView Mail directly in Outlook (new and classic) using:

Microsoft Windows
MacOS
Web
iOS
Android

Note: A Microsoft 365 SharePoint Online account is required to use this app.

ABOUT US

MacroView delivers complete document life cycle solutions for Microsoft 365 from generation to document and email management, integrating SharePoint, Teams and OneDrive.

We have over 30 years of experience working with leading professional and financial services firms, as well as all levels of government and corporations worldwide.

Our feature-rich products, enabling tools and dedicated specialists are well-placed to address your unique business requirements to further unlock the power of Microsoft 365 to increase user adoption and productivity.

Every day, thousands of business users think, work and collaborate using MacroView solutions across more than 70 countries and in over 30 languages in pursuit of our vision to drive the positive transformation of the digital workspace.

https://www.wetransact.io/

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