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-on

Draw a box once and REV3 reads that field — plus barcodes — on every similar scan.

Custom Forms for Batch Processing

Add-on

Set 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-on

Enter one key value and auto-fill the rest of the fields from your databases, spreadsheets, or files.

Automated Data Syncing

Add-on

Keep 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-on

Add a 6-digit second step at login, required for everyone or just admins. Enterprise methods available.

User & Document Audit Trails

Add-on

A searchable record of who signed in, viewed, edited, or deleted — with before-and-after field values.

Soft Delete & Recycle Bin

Add-on

Deleted documents and pages move to a recoverable recycle bin instead of vanishing — an undo for your filing system.

Document Retention & Auto-Purge

Add-on

Set 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-on

Upload your logo and brand colors so clients, auditors, and partners see your identity — not ours.

Customizable Invitation Emails

Add-on

Send 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-on

Let staff log in with the same credentials they use everywhere — Active Directory, Okta, Azure AD, and more.

API Access & Token Management

Add-on

Build custom integrations that search, retrieve, and create documents, with per-connection permissions.

AI Workflow & Document Classification

Add-on

Let AI identify document types and fill in fields — even across varied layouts — improving as your team corrects it.

ERP / CRM Integration

Add-on

Jump 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.