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
If you have technical difficulties, or encounter errors, please contact our technical service team at: https://www.revverdocs.com/chat