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With hundreds or even thousands of employees, companies host mountains of data. With so many contributors, both internal and external, it’s important to have a simple, standardized way of storing data that makes sense and allows users to find the information they need. However, this is easier said than done, especially without a strong document management system in place with standard folders and organization rules.

Revver helps you store and organize data in simple yet powerful ways. With folder structure, metadata, and templates, you can configure Revver so that everything gets stored where it needs to be, so you always have important information at your fingertips.

Organization Features

It all starts with Folder Structure. It’s simple, familiar, and easy to learn. Customers are able to build folders and subfolders helping you group by subject, customer, or any other grouping that makes sense for your organization. Customers are able to use folders, drawers, and cabinets in Revver to both implement digital storage and expand on their existing storage methods.

Another powerful organization feature comes from Revver’s Metadata capabilities. Adding metadata to documents helps you profile and tag documents with specific information, helping you group files and data by categories or labels. Having metadata also allows you to search for documents and files with specific metadata tags, essentially providing another tool to always return the results you really want.

With the right folder structure and metadata capabilities in place, files and documents still need to be stored in the right location. While users can file documents directly to the folder they want, Revver also supports automatic filing through Document Requests, Workflows, and File Routing. Automating the process of filing documents brings consistency and reduces filing errors, without the need to manually repeat the process every time. And, document requests in particular ensure that the right documents are obtained and filed correctly.

Folder Templates are a unique feature to Revver that automate the creation of branching folders based on pre-prepared templates. Additionally, Folder Templates ensure consistency with naming conventions on folder, subfolders, and documents. Consistency in your folder structure matters, and folder templates help you standardize the way documents are organized and filed, without the need to manually repeat the process every time. This also helps you eliminate inconsistencies so it’s easier to know where to look for your data.

It’s also critical to ensure that only users with proper permission can access the information they need. Revver’s Access Controls can be applied to any folder or cabinet, and when a document is filed in that location, it automatically inherits the security applied to the folder. Plus, our Governance and Retention rules automatically delete old or expired documents, reducing clutter in your system.

Revver can help you eliminate disorganization and help you feel confident that important company documents are always where they should be. Our organization capabilities are designed to improve efficiency and save time finding documents.

Get a guided product tour and let us show you how Revver’s organization can transform your work.
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Overhaul the Client Experience With Automation

With the right strategies in place, you’ll be able to provide better service to all of your business accounts, which will be key to fulfilling your growth potential.

BETTER TECH IMPLEMENTATION FOR BETTER CLIENT EXPERIENCES

Adding new tech tools to your firm will greatly help you meet your new goals for the next year, but it’s crucial that you implement new technology the right way.

You Don’t Have To Be a Tech Genius, But You Should Be Tech Literate

Take the time to familiarize yourself with terms and concepts — like encryption and process automation — to show clients you take the security of their data seriously.

More Technology Doesn’t Always Equal Better Results

The quality of your technology suite is more important than the number of software solutions you employ in your processes.

Value Your Client’s Time and Their Data

It can sometimes be hard to choose between convenience and security, as one usually comes at the cost of the other. However, picking the right platform to communicate and share data with clients allows you to control both security and access.

If you’re ready to discover more about how you can transform your client retention approach, check out our eBook.

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