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

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

Getting Started with Smart Extract

Ty Toon

Christopher W.

Eddie Carrillo

Articles to help you get started using Revver

Getting Started

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 Installation Guide - Windows

How to set a folder in windows to be watched by Revver for file imports

Setting a Watched Folder (windows)

This article walks through the process of setting a Revver Watched Folder on OSX

How Do I Set a Watched Folder? (Mac)

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

Revver - Scanner Requirements.

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

Kyler Coombs

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

Showcasing the different ways users can upload files into Revver.

How do I upload files into Revver?

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?

In this article we will cover on how to move files and containers from one container to another

How To Move Items In Revver

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

Recycle Bin

This article provides step by step instructions for adding documents to Revver using a Watched Folder

Uploading Documents Using a Watched Folder

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

Preview Features

This article covers how to add and edit notes on files and containers within Revver

How to Add and Edit Notes

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

Coming Soon! Metadata, Document Sidesheet, & Permissions improvements

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

In this article we will cover what each of the item permissions allows

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

How Do I Create a Profile?

Steps on how to add a profile from an item or container

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

Profiles and Profile Items

Profiles

Governance options and how to apply them to an item

Governance

This article illustrates how to alter or remove a governance setting from a file or location in Revver.

How do I remove or change Governance?

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

Automation Settings

Automation

How Do I Use Advanced Search?

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

Saving and Sharing Searches

How to change your default search filters and why in Revver

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

Search

How to sort and filter documents in the document menu in Revver

Sorting and Filtering in the Documents Menu

Filter

Training and Resources

Videos

System Status

Find answers and get help from Intercom Support and Community Experts

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