Collections is a feature in Revver that supercharges your ability to find the documents you repeatedly need, as fast as possible. Whether it's adding a client to your favorites list, or categorizing your cabinets and drawers by specific criteria. This feature enables users to group relevant items together under individual collections for easier access without making any alterations to the original file structure.
Access & Permissions Required
Collections require no specific permissions. As long as the user has access to Revver, they can access collections.
Minimum requirements to add an item to a collection are that the user has access to view the item or location.
Accessing Collections
Accessing collections can be done three ways:
Firstly, via the Home Page. To do so, navigate to the Home Page and locate the 'Favorites' section, situated on the right-hand side of the screen.
Secondly, through the Documents Page. Begin by expanding the navigation bar on the left-hand side of the screen and selecting 'Documents'. Next, select 'Favorites' from the top of the left pane.
Lastly, via the All Features Menu. Expand the left-hand navigation bar and choose 'All Features'. Next, under the 'Documents' category, select 'My Favorites'.
Creating a New Collection
To create a new collection, navigate to your 'Documents' tab in the left-hand navigation menu.
There, creating a collection is performed by right clicking any item in your documents view, selecting the 'Add to Collection' option, then selecting 'Create New Collection'.
Adding Items to a Collection
Adding an item to a collection is performed from your documents view, which you can navigate to using the left-hand navigation menu.
Right click any item in your Revver account and select the 'Add to Collection' option. The menu will expand out to show any and all collections available to add the item to.
Items added to a collection will have a heart icon on it, indicating that it is part of a collection.
You can also quickly add items to the default collection, 'Favorites' by hovering your mouse over the items icon and clicking on the heart icon.
Removing Items from a Collection
Removing an item from a collection can either be done from within the collection, or from the item in your documents view.
Locate the item and right click it, select the 'Remove from Collection' option and choose which collection you want to remove it from.
Managing Collections
You can manage your collections by first navigating to the collections page itself. There, right click on any existing collection to rename, delete, or share a collection in your account.
The 'Make Favorite' option will make any collection your default collection. Any collection chosen as the favorite will not be able to be deleted, and will act as the default collection items are added to when clicking on the empty heart icon to quick-add them to your collections.
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