In order to access the governance menu, as well as create and modify governance settings, your user will require the 'Governance' enabled feature.

In order to create or modify governance settings on items and containers within Revver, your user will require 'Admin' item permissions to them.

In Revver, navigate to and click on the item or container you want to apply a governance setting to. With it selected, click on the 'Governance' option in the sidesheet on the right side of your screen.

With the Governance panel open in the sidesheet, click on the '+' icon at the top right.

Creating a new governance setting will take you to this panel where you can configure how your governance setting will look.

The inheritance behavior you choose will determine how this governance setting applies to items inside of it. These options are only available when creating or configuring governance on a container, such as a folder, drawer, or cabinet.

The protection options within governance settings determine how users can interact with the file while the governance setting is in place. By default, all options are unchecked, allowing users to perform all functions on the item without restriction.

The schedule option within governance settings can determine how long the setting should be in place, and if a new action should be performed once the expiration has passed.

Indefinite
The setting and the protections affecting the file or container will not end and will schedule no follow-on actions.

Schedule
This allows you to configure an expiration for the action and, optionally, choose a scheduled action to take place when the setting expires.

To schedule an expiration, make sure that 'Schedule' is the selection in the radial options and then click on the 'Schedule' button underneath. You will be greeted with a schedule configuration window:

You have the option of choosing a custom timeframe, but you can also configure one based on the existing metadata value on the item or container you are configuring a governance setting on.

To learn more about our dynamic governance timeframe options, see the following guide:

Once you have configured the timeframe for your governance setting, click on the 'Schedule' button to save it.

Scheduled Action
Currently, the following actions can be chosen to automatically occur once a governance expiration has passed:

You may also configure the governance expiration to notify users with 'Admin' item permissions on the item or container a set number of days before it expires. This option is enabled by default for all items, but can be disabled.

Note: The 'Purge' action requires that this notification setting be enabled and cannot be removed.

Once you are done setting things up, save your governance setting by clicking on the 'Save' button at the bottom of the Governance side sheet panel.

Your governance setting will now appear in the governance sidesheet panel for this item.

To modify or delete an existing governance setting, you must first configure a Governance Removal Reason. To do this, click on the 'All Features' option on the left hand side of the Revver screen and choose the 'Governance' option.

The following page will list any existing change reasons on your Revver account. To create a new one, type in the reason for the change into the text box at the top, then click on the '+' icon to save it.

With a change reason in place, you can now modify and/or delete governance settings.

First, navigate to and click on the item or container that has the governance setting you would like to remove. With it selected, click on the 'Governance' sidesheet option on the right side of your Revver screen.

Click on the 'Edit' button to the right of the governance setting on that item you wish to modify or delete.

This will open the governance setting configuration panel for that setting, displaying all currently selected and configured options for that setting.

To modify the setting, use the drop down menu at the top of the configuration panel to select a reason for the governance change you are making. Once you've done so, all of the options in the governance setting will be modifiable.

Save any changes you would like to make by clicking on the 'Save' button at the bottom of the governance settings panel.

To delete a governance setting, perform the same steps as above to modify it by choosing a reason for the change. Once you have selected a reason, click on the 'Delete' option at the very bottom of the settings panel.

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].