Revver

This article will cover how to create the Upload Link, how to view created Upload Links, and how to manage Upload Links

Upload Links

Exact pages from files using the preview feature.

How to Extract Pages from Files

Share a Collection

To-Do Items

Eddie Carrillo

Christopher W.

Ty Toon

Articles that showcase specific features and help you use them

Features

How Do I Sync Template Changes?

Template libraries are used to organize your folder templates within your organization

Template Libraries

Understand the fundamentals of Folder Templates.

Folder Templates

How to format linked views in an iframe to integrate directly with Revver documents

Revver - Linked Views

Folder Structure

File Processing Queue

Automatic uploads powered by our folder mapping application

Automatic File Uploads with the Revver Folder Mapping App

Showcasing the different ways users can upload files into Revver.

How do I upload files into Revver?

Uploading and Migrating Documents

How to remove item permissions within Revver.

How Do I Remove Item Permissions?

Item Permissions

Hierarchy of Permissions in Revver

How Do I Create a View-Only User?

How Do I Assign Metadata to a User or Group?

How to Assign and Unassign a License

Enabled Features & User Types

How to access security policy settings and explaining their uses

Security Policies - General Guide

How Do I Apply a Security Policy?

How To Enable Two Factor Authentication

Finding Security Policies

How Do I Allow Logging in From Specific IP Addresses?

How Do I Require Complex Passwords?

How Do I Tell If Someone is Online or Logging in from Home? (User Sessions and Audit Logs)

How Do I Set Session Time Limits for My Users?

Security

Instructions for integrating Entra AD as a sign on method for Revver

Setting up SSO with Entra (Azure AD)

How to update the signing or security certificate for your existing SSO configuration in Revver.

Updating your SSO Security Certificate

Provide steps on how to remove a profile from an item or container

How Do I Remove a Profile from a Container or Document? 

In this article we will go over how to search the existing profile data within an account

Searching Profile Information

Overview of changes to profiles in Revver

Metadata

Helpful tips and ideas on how to get the most of Smart Extract

Smart Extract - Tips & Tricks

A quick overview on how to get started with Revver's Smart Extract feature.

Getting Started with Smart Extract

Guide Smart Exrtract with hints and context

Smart Hints

Capturing important metadata about imported emails in Revver.

Email Imports - Email Import Metadata

ZONAL OCR - Basic User Guide

Zonal OCR

How to apply governance to locations with templates in Revver.

Governance - Using Governance Settings in Folder Templates

Governance

Quick Access versus Public Access Links

How to share files and locations to a guest user on your Revver account

Sharing - How to share files to guest users

How Do I Use Public Access Links?

File Sharing

Audit Logs

How To Use Audit Logs to Find Files Uploaded on a Specific Date

Overview of the Workflows feature in Revver, covering features, concepts, and configuration options.

Workflow - Overview

help you understand how to build a workflow

How to Build a Workflow

How to export a CSV of workflow instances from Revver

Workflow - Workflow Instance CSV Export

Workflows

An overview of the document requests feature in Revver

Document Requests - Overview

Form Fill

How Do I Use Document Request Templates?

How Do I Create A Form Fill Document?

Document Requests and Form Fill

Creating a data source that can be used to create reports and dashboards in Revver Reports

Revver Reports - Creating a Data Source

Getting started with Revver Reports and creating your first dashboard

Revver Reports - Creating a Dashboard

Discussing the difference between a report and a dashboard in the Revver Reports feature.

Revver Reports - Reports vs. Dashboards

Creating reports schedules and snapshots of your reports in Revver.

Revver Reports - Reports Scheduling

Revver Reports - Creating a Report

Revver Reports

Import Emails and Attachments into Revver

Email Imports - Overview

Directory Sync Tool (Active Directory | LDAP)

Helping users integrate Revver with their existing DocuSign account

Integrating With Docusign

Automation - API Callout node information

How do I integrate Salesforce with Revver?

Integrations

How Do I Use the Dual Screen Previewer?

This article provides step by step instructions on how to use the previewer to redact text from documents in Revver.

Previewer - Redact

This article provides step by step instructions for using the previewer to annotate documents in Revver.

Previewer - Annotate

Helping ensure your PDF documents used in Revver work reliably in our previewer powered by Apryse WebViewer

Previewer - Recommended PDF Versions

Listing supported file types in the Revver Previewer

Previewer - Supported File Types

Flattening a PDF for use in Revver to improve compatibility

How to Flatten a PDF

How to access and store attachments from emails that are in Revver

Previewer - Accessing Attachments in Stored Emails

Preview

eSignature Menu

Checking the Status of a Signature Request

How to use the esignature function in Revver

How To Prepare and Request an eSignature

How to set a signing order when using eSignature

How do I Set a Signing Order In an Esignature Transaction?

eSignature

Showcasing the branding options available in Revver

How do I set up my company branding in Revver?

How Do I Brand Emails?

Account Settings

Manual Connection Setup - Custom Email Settings Through Google

SMTP Settings

How Do I Change My Username?

My Settings

Recents

Account Menu

Documents Menu

Data Management

'All Features' Pop-out Menu

Left-side Filter

Navigation

Utilities

How Do I Export a CSV from Revver?

Revver API Introduction

How Do I Create a Task For My To-Do Items?

How to access and utilize collections within Revver.

How Do I Use Collections?

This article will cover how to access notifications and the actions you can take with them.

Notifications

Home Page

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Training and Resources

Videos

System Status

Find answers and get help from Intercom Support and Community Experts

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