Where Can I Manage Files And See All My Documents?
  • 11 Dec 2020
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Where Can I Manage Files And See All My Documents?

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You can manage your documents either using the Documents page or Pipeline page. 

Documents page

On the Documents page, you can create your documents, organize your documents and folders, add collaborators to your documents, manage the status of your documents, and so on.

Use the Documents page to:

Pipeline page
The Pipeline page provides a card-based view of your documents. It lists documents based on status such as draft, internal approval, sent, completed, and declined. It displays documents in movable cards below each status.


The Revv Pipeline page provides a card-based view of your documents.

To move a document from one status to the other:

  • Click and drag a card (document) from one status to the other.

The card is moved to the other status.

You can organize your documents in folders. 

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