Revver can be accessed from directly within SalesCentral, allowing you to quickly and easily upload files for your clients.
How to upload files into Revver via Sale Central
Go to the Relationship Record (Search for a client) and select the Documents tab. Wait for Revver to Launch
Double click the appropriate folder to open.
Once folder is selected, drag and drop file into Sales Central or Click to Upload and locate where the document is to be uploaded to.
If you click to upload file, their documents window will appear. Locate file and click open. File will be uploaded to selected folder.
When file is uploaded successfully, user can locate file under selected folder.
For information on how to upload files directly into Revver outside of SalesCentral, please see the following guide:
Need Help?
Contact Technical Services
To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.
Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.
You can also connect with us via email at [email protected].