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
Need Help?
Contact Technical Services
To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".