Using the Documents Page

Welcome to the Revv Document page! The Documents page is your documents repository that allows you to list all of your business documents and folders in one place. If you are using a CRM, your CRM linked folders (opportunities in CRM) and associated documents will also be listed on the same page. On this 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:

• Create documents
• Create quotes
• Create and organize folders
• Link documents with opportunity
• Move your documents to a folder
• Add collaborators to your documents
• Share your documents with others
• Review others' documents
• Approve/reject internal documents
• Send and sign a Revv document
• Manage Tags
• Manage the status of your documents