Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

MacroView DMF integrates SharePoint Online and On-Premises with the Office suite (Word. Outlook. Excel. PowerPoint. Adobe Reader. Adobe Acrobat. Windows. This provides a complete document management and email management solution. It makes it easy to save files and emails, and allows users to search and find files faster. It can be configured to meet your needs, featuring intuitive tree-view navigation and familiar right-click menus. DMF enables you to: - Save directly from Outlook, Word, Excel, PowerPoint to any SharePoint location. Drag and drop to save emails and/or attachments with automatic metadata capture (for example To, From Subject, Sent Time, Sent Time, File properties, etc. To save hundreds of emails, right-click in the Outlook file listing - Upload from Windows while capturing key metadata such as creation date and original author. - Use powerful rules to automatically file incoming and outgoing emails.

Description

Primedocs serves as a comprehensive platform for managing templates and creating documents, seamlessly integrated with Microsoft 365, aimed at facilitating the production of professional documents and presentations that align with brand standards with ease. By automating the document creation process, it enhances efficiency and cuts costs while guaranteeing that all teams utilize only centrally-approved text modules, ensuring legal and content uniformity. The platform allows for immediate application of corporate design elements—such as logos, fonts, colors, layouts, and formatting—across various Microsoft applications like Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, thus maintaining strict adherence to brand guidelines. Furthermore, it integrates smoothly within your existing system architecture, enabling the import of selected data from third-party software (such as CRM, ERP, DAM, and DMS) for automatic document insertion, which significantly minimizes the need for manual entry and reduces the likelihood of errors. Additionally, users can process data either locally or through a SaaS model, providing complete control over sensitive information while fostering a secure content management environment. This versatility not only streamlines workflows but also empowers teams to focus on their core tasks without the distraction of formatting concerns.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Copilot No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft Teams No 
Microsoft Word No 
Splunk User Behavior Analytics Yes 

Integrations

Microsoft 365 Yes 
Microsoft Copilot Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
Splunk User Behavior Analytics No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MacroView

Founded

1994

Country

Australia

Website

macroview365.com/document-management-sharepoint-office365/

Vendor Details

Company Name

PrimeSoft

Country

Germany

Website

www.primedocs.io

Product Features

Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Email Signature

Auto Update No 
Campaign Specific Signature No 
Content Creation No 
Image Management No 
Legal Disclaimer No 
Signature Management No 
Social Media No 
Templates No 

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