Metadata (formerly Profiles) has been overhauled to make capturing, managing, and leveraging the data from and about your documents more efficient, organized, and useful. Learn more about the changes
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A host of improvements to the document action sidesheet for all users will make managing your document dependent-work easier and more efficient. Within each of the tabs, you will find it easier to set-up and manage features specific to your cabinets, drawers, folders, and files.

*Depending on your permissions and the type of item you have selected from your Documents, your sidesheet features may vary.

A revamped Permissions tab provides streamlined control and clearer visibility, including allowing all users to see their own file or folder permissions, as well as manage any permissions that they granted.

Keep reading to learn more about all of the exciting changes.

The new home for file versions that now include version numbers along with dates. Search for and reference files and folders with the newly surfaced unique “Item ID”. This tab is the one-stop destination for information about your file or folder. Learn more about Details

View your file and use document tools, such as annotate, redact, and form creator. Files will now default to fit-to-width view, which can be customized. You can also go full-screen from here to get a larger view. Learn more about Previewer

Add metadata groups/fields to your documents and manage Smart Extract settings. New updates include the ability to apply more than one metadata group (profile) to a file or folder, additional formatting options, improved upfront validation, and additional search capabilities. You can now create new fields and groups from this view rather than having to leave and come back. Learn more about Metadata

Manage who has access to your files and folders through permissions. Updates include the ability to view your own level of item permission, all permissions you have granted. You can also now grant item permissions up to the level you have if you have Sharing enabled features. Learn more about Permissions

Improved interface that is easier to read and jot down a quick note on a file or a folder. Learn more about Notes

View and edit existing governance policies here. Schedule a future action or apply protections against actions on a cabinet, drawer, folder or file. Learn about governance best practices. Learn more about Governance

Create automations to have Revver do work for you, such as starting a workflow or setting up automatic notifications whenever a file is uploaded to a certain location. You can also view and edit existing automations here. Learn more about automations

View a history of all of the actions taken on a folder or file. Details like who viewed or accessed the file, metadata updates, item access changes, or involvement in automations are all available at your fingertips and you can Download the full audit log to a CSV for more in depth analysis. Learn more about Audit Logs

If you have an O365 integration in your account, Microsoft Office file types (e.g. Word doc or Excel spreadsheet) in your Documents can be opened online.

To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.

Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.

You can also connect with us via email at [email protected].