Revver has action that can be very helpful and time saving for you.
Search, Sort and View in Revver from Sale Central
Search – locate any folder/file using name or keyword of the folder/file name.
Sort – Organize folders or files in specific order based on users' preference.
View – Allows the user to adjust how they look at the folders/files.
Note: To access the search bar, click on Funnel icon to the left of the filter text field.
View Documents in Sales Central
To preview a file, you will select file and click the “eye” icon on the right side of Revver. This will allow you to see the document directly in Sales Central.
How to Search Within a Document
Once the document is opened on the previewer (Eye icon), Make sure the "View" is selected, and click on the 3 dots next to it
Then click on the Magnifying Glass icon for search
You will then type what you are searching for:
Saving Existing Files in Revver
When adding/uploading a file with the same name of a file already stored you will have the ability to replace the file that is already stored with the new one or add the new or copy file as different file
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].