MacroView is about to release a new version of its WISDOM DMF and WISDOM Message addons, both of which have very impressive integration of Outlook and SharePoint - we believe the best available in the market today. WISDOM enables SharePoint-based email management solutions that are intuitive and that match the functionality that you otherwise get by buying a 'big-name' DM system.
Relevant features in WISDOM Outlook / SharePoint integration include:
Tree-view display of your available SharePoint document store available within a new WISDOM pane in Outlook. The WISDOM tree-view fully respects SharePoint security, so you see all areas for which you have permission, but cannot access any content that you would not be able to access using the native SharePoint browser UI (with a lot more keyatrokes!).
Drag and drop to save emails to ANY library or folder. You do not previously need to declare the library or folder as a Favorite, or register individual sites. You can also drag and drop to save one or multiple attachments.
SharePoint Favorites enable one–click navigation to frequently-used document libraries or folders. Each user can have their own Favorites. You can roll out Favorites to groups of users by using Group Policy.
Email-related attributes captured automatically as a message is saved (e.g. To, From, Subject, SentOn date/time, etc).
Immediate capture of any other custom meta-data defined in the destination library (with support for all out-of-the-box SharePoint column types including Business Data).
Prevention of duplicate copies of an email message in any one document library. If a second recipient attempts to save the same email, they will be advised that the email already exists in the library.
Clicking a library or folder node in the WISDOM tree-view displays all files in all views of that library / folder in the right pane of Outlook. The 2,000 item limit does not apply, because WISDOM uses a custom web service to handle the retrieval and display of files in the SharePoint library.
Previews of MSG, DOC, XLS and PDF files stored in SharePoint, displayed in right pane of Outlook. This can save time because you do not need to open a file from SharePoint to see what it contains.
Keyword and meta-data based searching for files and email messages stored in SharePoint, direct from Outlook. WISDOM makes it convenient and intuitive to access the power of the MOSS search engine. You can also save your searches and re-run your saved searches.
Background saving of emails and attachments, so that you can continue to use Outlook while a save of a large number of emails or files is progressing.
High performance saving of emails and other files to SharePoint. WISDOM imposes very low additional overhead compared to standard browser upload, but does prompt on an individual file basis to replace existing files - you do not need to pre-approve replacement of all existing files.
Support for Outlook Rules, Offline operation and Outlook Web Access.
