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Ty Toon avatar
Written by Ty Toon
Updated over 5 months ago

Documents:

  • Document: Where your documents are located.

  • MyFavorites: ‘Favorited’ list of Locations within Revver, accessible quickly.

  • Checked out: Items that are checked out currently.

  • Recycle Bin: Items deleted can be found here and either purged or restored.

  • File Processing Queue: Files that are processing within Revver.

Work:

  • Folder Template: Access or design templates here.

  • Document Requests: Prepare a document request/ Forum fill.

  • Email Imports: Set up/View your mapped Email Imports.

  • Profiles: Create/Modify Profiles or Item Profiles.

  • eSignature: Certified documentation requiring a signer.

  • Forms: View your stored Form templates.

  • Workflow: Create/Modify workflow(s).

  • Governance: Create Predefined changed reasons for Governance.

  • Rubex Reports: information to be captured at a point in time, and then saved as a PDF to be viewed and distributed.

People:

  • User: Add, Edit, Find Users here.

  • Groups: Add, Edit or find Groups.

  • Public Access links: View access links that you’ve created.

Account:

  • Audit Logs: View a record of events and changes.

  • Account Settings: Access to Account settings, Email imports, Upgrading account, Branding or SSO.

  • My settings: User Settings, My Accounts, Integrated Products & Email Imports.

  • Security Policies: Create and Edit Security policies for your account and Users.

  • Salesforce Integration: Create and Edit Mapping for SalesForce.

  • Utilities: CSV Import, CSV Export, Account Template Export, Account Template Import.

  • Search: Search through Revver Locations and Items.

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours


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