As NYL agent, you can securely share Files or folders to your client from Revver
To Know before Starting:
• External File Sharing is ONLY available for files in the NYL Corporate Cabinet. The Personal Cabinet DOES NOT integrate with Sales Central, therefore any files to be shared must be in the NYL Cabinet.
• This is not to be used for eSignature.
• Agents and Agent Staff can share files or folders.
• The recipient will have access to the file for 90 days.
How to Share a file Externally
Select the file you want to share externally
Once file is highlighted, user can:
• Right click and select Share
• OR Click the Share Icon on top of middle section
After clicking Share, a pop-up window will appear. Type in the email of who you
want to share the document with.
Recipient Permission:
• View: Recipient can view the file within Revver
• Download: Recipient can download the document to view. (Defaulted for every
external share)
• Edit: This gives the recipient the ability to upload a document (only works when sharing a folder)
Advance Settings: Notify Recipient
•New Uploads: Agent/Agent Staff will receive an email notification when recipient uploads a document
•Download: Agent/Agent Staff will receive an email notification when recipient
download a document
After User types in email address of individual, select Share. That will send the
document via encrypted email to individual.
External Sharing - The Customer/Recipient's Experience
The customer should receive two emails from Revver with the subject line “New
User”, this email welcomes the customer to Revver.
After clicking into the email, client will be prompted to log in to Revver
Client will be directed to create a new password for their account. This is a one-time only account set up.
After the recipient populates the New Password and Confirm New Password fields, they will select Save New Password.
The recipient will go to the shared file email and select the document title. This
will bring the user to a login screen, where they will populate the email, they shared
the document with.
The recipient will select Next and fill in password. Once the recipient has filled in the password, they will click Sign In.
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].