DOCUMENT COLLABORATION
Collaborate on Documents in Real Time
Easily gather information and documents using custom forms, upload links, and requests. Share securely via email or link, request signatures, and collaborate seamlessly with employees and clients.
Teams Trust Revver for Seamless Document Collaboration
What is A Document Workflow Automation?
Document workflow automation involves using technology to streamline the creation, editing, approval, and management of documents. While it reduces manual tasks such as data entry, document routing, and approval chains, it also extends to automating entire workflows that involve those documents. For instance, businesses can automate application processes, certification workflows, and onboarding/offboarding tasks—where documents play a crucial role, but the core focus is on optimizing the entire process. By automating these complex workflows, companies can reduce errors, ensure that processes are followed consistently (which is often critical for compliance), save time, and focus more on high-priority tasks while leaving routine processes to technology. Ultimately, this leads to improved efficiency and reduced costs.
Streamline Repeatable Processes
Based On Your Business’s Unique Needs
Automate
Repetitive Tasks
Revver’s flexible no-code workflow feature automates a variety of administrative tasks, such as document routing, approvals, and notifications. Trigger workflows based on file uploads or specific actions, so you can focus on higher-value work while ensuring nothing falls through the cracks. Workflows are first customized to meet specific requirements, and once set, they are standardized to ensure the same process is followed each time, which is critical for compliance. You can customize each workflow step with a range of actions, from automatic notifications to manual approvals with dynamic logic, like only requiring approval for documents exceeding a certain threshold.
Keep Information Organized and Secure
Organize all of your documents and information in an intuitive way. Easily map permissions to users, groups, and/or specific folders and files, ensuring that only the right people can view and access each item. Flexible sharing options, including setting expirations or creating single-use links. And create custom security policies, including options like SSO and MFA.
Streamlined Approval Automation
Leverage powerful tools to automate document handling and improve collaboration. Use our cutting-edge Zonal OCR tool and Smart Data Extraction to automatically extract valuable information from your documents. At the same time, collaborate with your team in real-time, with tasks clearly assigned and tracked, all within a streamlined, automated workflow.
Unlimited connectivity to APPS
With support for both API and pre-built connectors, Revver makes it easy to unify platforms and automate workflows.
Document Workflow Automation with Revver
Automations
Revver offers powerful automation capabilities that trigger actions based on specific events, such as file uploads, metadata updates, or other actions within the platform. Automate notifications, kick off workflows, or initiate API callouts and webhooks to streamline processes, reduce manual effort, and enhance efficiency across your organization.
Email Import
Easily import emails and attachments directly into Revver, either through email address or specific folder/label configurations. Once imported, these files can automatically trigger workflows or other automations, simplifying document management and ensuring your processes stay on track without manual intervention.
Folder Templates & Template Sync
Automatically create and organize files for new clients, employees, or projects with folder templates. With template sync, you can ensure consistent folder structures and content across your Revver system. Updates to templates will be reflected across all instances, making it easy to manage and maintain uniformity at scale.
Governance
Ensure compliance and protect your data with Revver’s governance features. Automatically enforce file retention policies, execute timed actions like file deletions, and apply other protective measures to ensure your document management process is secure and in line with regulations.
Transform
the way you work with documents—for good.
We get it—document management can be overwhelming.
”
Document Automation Implementation Process with Revver
Start with a Demo
We’ll show you how Revver works with your current processes and needs.
Transparent Pricing
Enjoy an easy buying experience with clear and simple pricing, flexible licensing, custom demos, and a streamlined buying process.
Easy Setup & Onboarding
Our in-house support team will guide you through setup, so you’re up and running quickly.
Automate & Simplify
Revver takes over the manual tasks—giving you more time to focus on what matters most.
Billions of Reasons to Trust Revver for your Document Management
1m+
Processes Automated
%
uptime
2B+
Actionable Data Points
%
Secure Content Sharing
Simplify Document Management
with Revver
Ready to automate your document processes?
Let Revver’s comprehensive document processing platform work for you.
FREQUENTLY ASKED QUESTIONS (FAQ’s)
What is document automation software?
Document automation software, like Revver, streamlines the creation, management, approval, and signing of documents. By automating repetitive tasks and workflows, it helps businesses reduce manual effort, minimize errors, and improve operational efficiency. Revver’s no-code platform simplifies document handling, allowing teams to focus on higher-value tasks.
How do Revver's automations work?
Revver’s automations work by defining workflows that automatically handle routine tasks such as document requests, approvals, e-signatures, and storage. You can set triggers, conditions, and actions to ensure that documents move through processes seamlessly without manual intervention. With Revver’s intuitive setup, these automations are customizable to fit your organization’s specific needs.
Which types of documents can Revver automate?
Revver can automate a wide range of documents, including but not limited to contracts, proposals, invoices, purchase orders, HR forms, and client onboarding documents. The platform is flexible, making it suitable for diverse use cases across industries like accounting, healthcare, insurance, and more.
How much will document automation software improve company efficiency?
Revver’s document automation software can significantly improve efficiency by eliminating manual tasks, reducing errors, and accelerating document turnaround times. Companies typically see faster document processing, better collaboration, and increased employee productivity, all contributing to a smoother workflow and improved business outcomes.
Can I configure automations with a template?
Yes, Revver allows you to configure automations using templates. You can create document templates with predefined fields and conditions, which Revver will automatically populate and route as needed. This saves time and ensures consistency across all your documents.
How easy is it to integrate Revver with other tools?
Revver offers easy integrations with popular tools such as CRMs, accounting software, and more. The platform’s robust API allows you to sync data across systems, ensuring seamless workflows and eliminating the need for manual data entry. Integration setup is straightforward, and our expert support team is available to guide you through the process.
How secure is document automation software offered by Revver?
Revver prioritizes security with enterprise-level protection for your documents. The platform uses encryption, granular user access controls, and secure cloud storage to ensure your data is safe at all times. Additionally, compliance with industry standards and regulations guarantees your documents are handled with the highest level of security.
Are eSignatures legally binding?
Yes, eSignatures collected through Revver are legally binding. Revver complies with e-signature laws and regulations, including the ESIGN Act and UETA, ensuring that electronic signatures are recognized and enforceable in court.
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