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.

In order to access the previewer and its features, your user will require the 'Previewer Tools' feature enabled.
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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.

Revver offers multiple ways to preview your documents and files within Revver, to make it as easy as possible to get the data you need, when you need it.

All of the options below are available anywhere the document sidesheet is, including in your search results and the recycle bin.

For more information about the document sidesheet and its update, see the following article:

The easiest way to preview a document is using the sidesheet. With a document selected, click on the 'Eye' icon in the document sidesheet on the right hand side of your screen to open up the previewer panel.

The preview option is also available via the right click menu. Locate a document in your 'Documents' view and right click, selecting the 'Preview' option to open up the previewer in the document sidesheet on the right hand side of the Revver screeen.

Finally, Revver offers you the option to preview documents in new tabs within your browser. Right click a document and select the 'Preview in New Tab' option -- this will open a single instance of the previewer in a new tab in your browser.

This option is available in both the browser and the Revver desktop app. When using this option in the desktop app, the previewer instance will open in a new tab in your default browser.

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)

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.

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

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

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).

Previewer - Redact

How Do I Create A Form Fill Document?

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].