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Preview Features

Different Features available on the Previewer

Ty Toon avatar
Written by Ty Toon
Updated this week

Revver previewer in provides you with a number of options to make specific modifications to documents, all without requiring you to check the document out of Revver.


Access/Permissions Requirements

User will need to have user permission to 'Preview Tools' on the "Files & Structure"
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User will also need 'Write' item permission on the actual file, as most of the preview feature will edit the file. The 'write' item permission is what allows you to edit files.


Search

The search function allows you to search for text contained within a document. You will need to be on "View" then click on the 3 dots for more options

Note: when it comes to image files like pdfs, the files will have to have been properly indexed/processed through a pdf editor's OCR engine in order for that text to be searchable via the previewer in Revver)


Annotate

The annotate function allows you to add different annotations (text boxes, Notes etc) to your documents in Revver. You will need to be on "Annotate" option and the arrow will provide you more option available.


Redact

The redact function allows you to redact specific information within a document (or even entire pages).


Insert

The Insert function allows to add stamps (example: Approve, Completed, etc), Page Numbering, TimeStamps, Watermarks, etc.


Forms (Form Designer)

The form template function allows you to set up specific requirements on a document that need be performed (for example, setting up a signature space allows you to leave a space for another user to apply a signature to).


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