REV support



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Wild Card Search

The 'wild card search' feature in Rev gives users the option to search for text values using an asterisk (*) to specify any number of characters followed by the characters that you can recollect. This feature comes especially handy when you want to search for variable values around a root word or number (which has been setup as a text field). The following example demonstrates how this feature works and how it can be used. Example: Let us search for all documents with invoice numbers that end in "72" Open Rev search and type "*72" in the invoice number search field and click on search     The search lists all documents which have invoice numbers ending in "72" as shown in the picture below.   Read More

Sorting results in REV

In the search results view, by default the documents are ordered by "Modified date". We can sort the results by other index fields by clicking on the column header. Clicking on the column header : a) for the first time, sorts that column in an alphabetically ascending order. b) Clicking on it again sorts the same column in descending order. c) Clicking yet another time removes any "sorting" from that column. Multiple columns can be sorted. For example assuming if we want to sort our Receipts repository by "Store" followed by "expiration date", we will click once on the Store column header, and then click twice on the "expiration date" column header. REV remembers your sorting preferences across sessions and will present your search results in y Read More

What is ‘Print to Rev’ and how to use it?

What is ‘Print to Rev?’ Rev’s ‘Print to Rev’ feature eliminates the need to print files, images and documents that need to be indexed and have not yet been printed. It gives users the option to import images open in applications such as MS Word, PDF files, notepad, Excel Sheet, Google Docs that have an option to print, directly into Rev, thereby eliminating the need to print them. How to use ‘Print to Rev?’ Please follow the following steps to use ‘Print to Rev’ Open the image or document that you want to import into Rev on your screen Click on the print command in the application in which the image is open, such as Word, Excel, Notepad, Google Docs, Tiff, JPEG or PNG Select ‘Print to Rev’ as your printer and click on ‘Print,’ Click on ‘Print to Rev’ in the ‘Print to Rev’ dialog Read More

Search and Modify Documents

  Originally published @ https://medium.com/@priyanka_16074/scanning-revolution-document-management-system-ba8c7a82bf04 Users can search for any document in Rev with just a few clicks. If they know what repository they have indexed their images into they can just go ahead and select that repository. If they are not sure about the repository in which they have indexed their images, they can use the Rev multi repository search feature which provides them with the option to run a search across multiple repositories. When a user selects a repository to search for documents, all the indexing fields contained in that repository are listed as search fields. Users have the option to search for documents using any one or all of the combinations of these search fields. Rev search also provides them with the option to search for documents using exact or partial matches for Read More

Managing user roles and permissions

Originally published @ https://medium.com/@priyanka_16074/scanning-revolution-document-management-system-e501e5b4c9d7 A typical business organisation has numerous departments such as sales, accounting, human resources and so on. They also have a huge number of documents containing critical information related to their business. They process old documents and generate new ones every day. These documents contain valuable information related to the financials of the business such as client information and employee details. Therefore, these documents need to be treated in the most secure manner. Individuals in every department don’t need to access all the information in those documents. For example, account managers don’t necessarily need to access documents and information related to the human resources dep Read More

Setting up Custom Values for Indexes in Rev

Originally published at https://medium.com/@thebrijeshgupta/working-with-custom-values-in-rev-2deeaba79282 Rev is a powerful and versatile tool that can be modulated to adapt to the specific needs of each users. One on the many ways this can be done is by defining and setting up custom values for the indexing fields. This greatly streamlines the indexing process as it offers indexing values that pertain specifically to the documents instead of generic values that might not offer the same level of preciseness.   For users who process hundreds of images in a single day, this feature can be tremendously useful as it allows them to select from a list of predefined values instead of having to constantly type in the same indexing details every time they process a new document. Read More

Share Images from Rev

Originally published @https://medium.com/@revfan1/how-to-email-print-with-rev-1ef075653b63 Rev is a very versatile tool. In addition to being able to index and search for documents, users also have the option to print images and to share them using email. Users might need to share an indexed document with individuals in the same location or outside of their organization. This can be done just as easily. The option to email and print images from Rev saves users valuable time and resources. Instead of having to physically send over documents to different locations, users can select and send everything they need fully digitally. This feature gives users the option to instantaneously share any documents with anyone around the world with no time lag whatsoever. Users have the option to prin Read More

Working with Repositories in Rev

Originally published @https://medium.com/@thebrijeshgupta/create-and-edit-repositories-in-rev-b1ed1fcf4d4d Rev is built like a system of filing cabinets. Each drawer is called a repository. Repositories are where a user’s documents are stored. Therefore, to start using Rev to manage your documents, after signing up, make sure that you create repositories to index your documents into. Having in mind the constantly evolving and dynamic nature of business, Rev understands that users might want to make changes to their existing repositories along the way. That’s why it comes packed with amazing features which allows you to customize your existing repositories to keep your work organized and updated. Each repository can be edited using a series of very convenient features. The basic ones are pretty straightforward: Rename a repository: allows yo Read More

Indexing Multiple Images

Originally published @ https://medium.com/@revfan1/how-to-index-multiple-images-in-rev-1881c53e01b In Rev, users have the option to capture or scan images in any order and  later rearrange them in whichever order they want them to. The best way to do so, is to adjust the size of these images to thumbnail as it will simplify the process of reordering them by showcasing all the documents in one place. This also makes it easier for users to drag and drop images to different positions which accelerates the indexing process. In Rev users have the option to process multiple images that are part of a single document in one go. Whereas, Splitting gives them the option to process multiple images from separate documents all in one go as well. This saves users time and Read More

Import images into Rev

Originally published at https://medium.com/@revfan1/how-to-import-images-to-rev-d03f8e6ba14a Rev allows users to digitize their documents, which means they can easily convert paper documents into images and index those images into Rev to make them easily retrievable. This is the first step towards organizing their paper documents using our system. Users can import images into Rev using a number of options. The first one is to use the Attach images icon. This icon loads a window that prompts the user to attach an image. It is a very straightforward process in which users select the image they wish to attach and load it into the system.   The second one is to use the drag-and-drop option which a Read More