MacroView DMS - 2026 Pricing, Features, Reviews & Alternatives

MacroView DMS is a document management software solution that enhances SharePoint and Microsoft Teams functionality to optimize document and email management workflows. The system serves as a productivity-boosting interface that enables organizations to efficiently store, organize, and retrieve documents within their Microsoft 365 environment. Designed for businesses across multiple industries including legal, construction, insurance, property, financial services, government, energy/resources, and accounting sectors, MacroView DMS addresses the challenges of document management, email management, and records management within SharePoint's ecosystem.

The system provides a comprehensive set of document management capabilities designed to streamline workflow processes. Users experience familiar Windows-style tree-view navigation of SharePoint structures, allowing intuitive browsing of sites, libraries, and folders. The software supports drag and drop functionality for documents, emails, and attachments directly into SharePoint repositories, with the ability to save files directly from Microsoft Office applications and Adobe Acrobat. MacroView DMS implements automatic metadata capture functionality to enhance document classification and retrieval. Additional features include configurable search panels, version control with comments, version history tracking, and the ability to restore previous document versions. The system also offers automatic email filing capabilities with customizable rules for both incoming and outgoing messages, enabling organizations to maintain comprehensive records of communications without manual intervention.

MacroView DMS integrates seamlessly with Microsoft 365 applications and services, providing connectivity between SharePoint, Teams, and OneDrive environments. The software offers an API framework that enables integration with third-party applications and custom business systems. For organizations with more complex document management requirements, MacroView offers DMS Pro, which extends functionality to include integrated document management within Microsoft Word, Excel, PowerPoint, and Adobe applications. The system's architecture supports customization to meet specific organizational requirements and can be deployed as a standalone product or as part of the broader MacroView Suite. The platform's integration capabilities allow businesses to create a unified document management ecosystem that connects their existing Microsoft investments with specialized document handling workflows, providing a cohesive experience across the organization's digital workspace.