Features
Everything you need to manage documents
A plain-language look at what REV3 does — from capturing and finding documents to keeping them secure and connecting the systems your team already uses.
Capture & Upload
Get documents into REV3 quickly, however they arrive.
Drag-and-Drop Upload & Scanner Support
Bring documents in by dragging files in or scanning straight from your device.
Broad File Support
Standard image formats and Microsoft Office documents are supported out of the box.
Single & Batch Processing
Work with one document at a time or push through large batches in a single pass.
Zone OCR & Barcode Indexing
Add-onDraw a box once and REV3 reads that field — plus barcodes — on every similar scan.
Custom Forms for Batch Processing
Add-onSet rules once and let REV3 split, identify, and file mixed stacks of documents automatically.
Organize & Find
Everything your organization has ever filed, a search away.
Customizable Projects & Index Fields
Shape repositories and metadata fields around the way your team actually files and searches.
Full-Text Search
Find any document instantly by searching text and index fields across your whole library.
Match & Merge Auto-Indexing
Add-onEnter one key value and auto-fill the rest of the fields from your databases, spreadsheets, or files.
Automated Data Syncing
Add-onKeep connected data current on a schedule so index fields update themselves when your source changes.
Activity Monitor
Track long-running tasks and multi-task without losing your place.
Access & Sharing
The right people reach the right documents — from anywhere.
Concurrent User Licensing
Pay for people using the system at once, not every named account — often far cheaper.
Role-Based Security to the Document Level
Grant access by repository or individual document so sensitive files stay protected.
Print, Download & Email
Get documents and pages back out via print, download, or email — no training required.
Cloud or On-Premise
Host in the cloud or keep everything on your own servers with REV3 appliances. Your data, your choice.
Security & Governance
Protect sensitive files and prove exactly what happened.
Two-Factor Authentication (TOTP)
Add-onAdd a 6-digit second step at login, required for everyone or just admins. Enterprise methods available.
User & Document Audit Trails
Add-onA searchable record of who signed in, viewed, edited, or deleted — with before-and-after field values.
Soft Delete & Recycle Bin
Add-onDeleted documents and pages move to a recoverable recycle bin instead of vanishing — an undo for your filing system.
Document Retention & Auto-Purge
Add-onSet how long deleted items are kept per workspace and let REV3 purge them automatically when the window ends.
Encryption & Secure Hosting
Industry-standard encryption and role-based access keep your documents protected in the cloud or on your own servers.
Branding & Experience
Make REV3 feel like it belongs to your organization.
Custom Branding
Add-onUpload your logo and brand colors so clients, auditors, and partners see your identity — not ours.
Customizable Invitation Emails
Add-onSend workspace invites and password resets that look like they came from you.
Simple Onboarding & Support
We handle setup, import your documents, and train your team — with support always a call or email away.
Integrations & Enterprise
Connect REV3 to the systems your team already runs.
Single Sign-On (SSO)
Add-onLet staff log in with the same credentials they use everywhere — Active Directory, Okta, Azure AD, and more.
API Access & Token Management
Add-onBuild custom integrations that search, retrieve, and create documents, with per-connection permissions.
AI Workflow & Document Classification
Add-onLet AI identify document types and fill in fields — even across varied layouts — improving as your team corrects it.
ERP / CRM Integration
Add-onJump straight from your accounting, CRM, or ERP system to the matching document in REV3.
Features marked Add-on are included in higher plans or available à la carte. See pricing & plans →
See these features in action
Book a demo and we'll walk you through the features that matter most to your team — no pressure, no commitment.