Revver

This article will show you how to log in to Revver on your web browser as well as the desktop app.

Logging in to Revver

Ty Toon

Eddie Carrillo

Christopher W.

Articles to help you get started using Revver

Getting Started

Automatic file uploads using a watched folder on your computer

Watched Folders - Overview

How to add Revver web as an app on your mobile device (Smartphone, tablet (IOS,Android))

The Revver desktop app allows for more efficient document uploading and provides access to a group of productivity add-ons

The Revver Desktop App

In this article we will cover how to create a new container (locations) in the documents menu

How Do I Create a New Container? (Cabinet, Drawer, Folder)

Creating Structure

This article will provide the different ways to check in files.

How Do I Check in Documents?

Showcasing the different methods to append/prepend as well as add new file version.

How Do I Append/Prepend to Files and Add New File Versions?

A document can be reverted to a previously stored version by taking the steps in this article.

How Do I Revert a Document to a Previous Version?

How to access and restore items from the recycle bin in Revver

Recycle Bin

This article covers the requirements and usage of the checkout with desktop app feature that is available in the web browser on Windows

File Check In & Check Out - Check Out With Desktop App

An overview of the check out/in system in Revver

File Check In & Check Out - Overview

Working with documents

Different Features available on the Previewer

Previewer - Tools & Features

Making it easier to view, learn, and take action with your documents

Metadata, Document Sidesheet, & Permissions improvements

What combinations of Item Permissions and Enabled Features necessary to access actions and features in Revver

Document Actions - Access Table

Kyler Coombs

The Sidesheet

How to Create Folder Templates

How to apply and mass apply folder templates

Applying and Mass Applying Folder Templates

Creating Folder Templates

New User Creation

A comprehensive explanation of enabled features and what features they grant access to.

Enabled Features and What They Indicate

How to use, manage, and understand item permissions within Revver

Understanding Item Permissions

How to add user and group item permissions on items so that users can access those items

How to Add Item Permissions

How to edit existing permissions for a user or group in Revver

How to Edit Existing Item Permissions

How to use User Management, Manage users in Revver

User Management

Covering the basics of group management within Revver

How Do I Manage Groups

Signing in as a guest user and accessing files shared

Guest User Experience

This article provides instructions on how to create and manage guest users within Revver.

How Do I Manage Guest Users?

Managing permissions in Revver with user groups.

Group Permissions

Nathan Burton

Users, Groups, and Permissions

Sharing documents and folders with clients as guests

Sharing Documents and Folders

Public Access Links

Sharing

How to create items that can be used inside of profiles

Creating Profile Items

A guide on how to create metadata groups in Revver

How Do I Create a Metadata Group?

Steps on how to add metadata groups to an item or container

How Do I Add a Metadata Group to a Container or Document? 

Profiles and Profile Items

Adding, editing, or removing metadata from items in Revver

Adding and Removing Metadata

Profiles

An overview of the Governance tools available within Revver and how to configure them.

Governance - Overview

How to change or delete existing governance settings in Revver.

Governance - Changing or Deleting Governance Settings

This article will cover how to create a governance policy using metadata. It will also cover how to increase the security around your governance policies.

Governance - Dynamic Timeframes: Using metadata for expiration and scheduled actions

Governance

This article details the options available in the automation tab in the Revver side sheet

Automation Settings

Setting up automatic folder template application in Revver

Automation - Apply Template

Automation

Saving your search results so you can access them any time, and sharing them to other users on your account.

Saving and Sharing Searches

Search

Training and Resources

Videos

System Status

Find answers and get help from Intercom Support and Community Experts

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