Getting Started | Revver Help Center

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Getting Started

Getting Started

Articles to help you get started using Revver

Logging in to Revver

The Revver Desktop App

Revver Desktop App Installation Guide - Windows

Setting a Watched Folder (windows)

How Do I Set a Watched Folder? (Mac)

How to Print and Scan to Revver Desktop App (windows)

Revver - Scanner Requirements.

Creating Structure

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

Working with documents

How do I upload files into Revver?

How Do I Check in Documents?

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

How Do I Revert a Document to a Previous Version?

How To Move Items In Revver

Uploading Documents Using a Watched Folder

Web browser - Checkout With Desktop App

Preview Features

How to Add and Edit Notes

Creating Folder Templates

How to Create Folder Templates

Applying and Mass Applying Folder Templates

Users, Groups, and Permissions

New User Creation

User System Permissions and What They Indicate

Item Permissions

How to Add Item Permissions

How to Edit Existing Item Permissions

User Management

How Do I Manage Groups

Guest User Experience

How Do I Manage Guest Users?

Creating Profile Items

How Do I Create a Profile?

How Do I Add a Profile to a Container or Document?

Profiles and Profile Items

How do I remove or change Governance?

The Automation Tab

How Do I Use Advanced Search?

Saving and Sharing Searches

How Do I Change My Default Search Settings (Filters)?

Sorting and Filtering in the Documents Menu