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

Revver Desktop App - Watched Folders (Windows)

Creating a shortcut to Revver on your mobile device

Revver - Adding Revver as a Mobile Device Shortcut

This guide will walk you through the steps to download, install, and set up the Revver Desktop App on a windows computer

Revver Desktop App - Windows Installation Guide

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

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)

An overview of the terminology and hierarchy of Revvers file structure.

Revver - Containers

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

How to move and copy items across your Revver account.

File & Container Actions - Moving & Copying

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

Folder template creation and options in Revver.

Folder Templates - Creating a New Template

How to apply and mass apply folder templates

Folder Templates - Applying & Mass Applying 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

Managing permissions in Revver with user groups.

Group Permissions

Nathan Burton

Users, Groups, and Permissions

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

Metadata - Creating Metadata Groups

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

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

Adding, editing, or removing metadata from items in Revver

Adding and Removing Metadata

Metadata

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

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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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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