Now that you have created a profile and rearranged your visual layout, you are fully ready to start importing and indexing documents. Let’s first take a look at the navigation menu. In the top right corner, you can access the drop-down settings menu by hitting the dropdown arrow, available on the right of the rounded rectangle containing your picture or the initials of the name linked to the email address you registered with.
Left of this, you will notice a question mark icon. This will take you to our customer support page, which has a multitude of articles explaining the various functionalities of REV.
Further to the left, the next icon is a folded paper plane with a downward pointing arrow on its right. This is the “Distribute” icon which gives you access to three options:
1. Download Originals
|These screens are the two basic interfaces in REV. The “+” sign and the binocular icon allow you to navigate back and forth between both screens.|
For now, the “+” sign is grayed out as you are currently on this screen but if you hit the next button to the left, that is the binoculars icon, it will take you to the Search Screen. Suddenly the plus sign is back to blue and will allow you to switch back to the Index Screen.
|While we are on the |
For an unaccustomed user, drag and drop might feel a bit counterintuitive. So the next method might feel a lot more straightforward. The big blue “browse to files” buttons in the middle of the document loading window, on the left side of your interface will open a file explorer window. From there you can navigate to the location of your document just like you would in any other application. Hit open at the bottom right of the file explorer menu to load your document and return to REV.
|Using this method, the ctrl-A (Command-A) option to select all the files within a specific window will still be fully functional. However, the multiple selection trick using the “shift” key will likely not allow you to select files that are not one after the other in a list. Holding the “shift” key will however allow you to select multiple files by moving up and down with the arrows on your keyboard, as long and the files are in a continuous list.|
Finally, to wrap up this overview of how to navigate in REV, let’s take a look at how to index documents once you have imported them. This process is fairly simple as all you will need to do is, populate the index fields on the right side of the screen. The first field is the repository. If you are using REV for personal use, it is called “My files” and it’s the only repository. The next steps, in the personal use sequence, are pretty simple. First, select the type of document by hitting the downward pointing arrow next to “type of files” and pick one of the suggested options. You can then pick a date in the field right underneath it and hit the “save” button once you're done. Your document just got indexed and you will be able to retrieve it using the information you selected.
The “Accounts Receivable” repository will give you the option to fill up 4 fields:
The “Accounts Payable” repository will give you 6 different fields to fill up:
The Employee Files repository allows you to fill up 5 fields:
|Once again all these fields can be fully customized and the information filled in each can be made mandatory or optional. This gives you complete control over your indexing process and makes REV a very versatile tool to archive any type of document.|
|Once you have filled up each field, simply hit the blue “save” button and your document will be indexed into the selected repository. If you have multiple documents, REV will index all of them by default using the indexes you just created. This allows you to batch process multiple documents and to split large batches into as many documents as you need. This process, which might come in very handy for some power users, will be explained in detail in later tutorials.|
|The last step in this introduction to the REV navigation process will be to retrieve a document. Now that you have properly indexed it, all you need to do is hit the binocular button in the navigation menu on the top right to switch to the|
|If you are in Personal mode, this is a moot point as you’ve only created one repository but, if you are in business mode, you will likely find this feature very handy. From there, simply fill up the fields that you wish to search by and hit the blue “search” button on the top right of that window. If, whilst filling up these search fields, you’ve made a mistake or multiple mistakes and can’t seem to find what you are looking for, simply hit the orange “clear” button and it will wipe all your fields in one click. If you just hit the “search” button without filling up any of the search fields, you will get a complete list of your indexed documents in the selected repository.|
|Once your search results have been generated, you can navigate through them using the “previous” and “next” buttons at the bottom of that window. The various columns represent the indexing fields that have been used.|
You can choose to customize the number of search result rows you wish to display by hitting the downward pointing arrow next to the white field at the bottom of that window, on the right side of the center. You have an option between 5, 10, 20, 25, 50 or 100 search result rows.
|The “update search” button on the top right corner of that result window will take you right back to the search screen. Therefore, you can go back and forth like this and fine-tune your search terms, until you find exactly what you are looking for.|
|So that’s the essence of REV at a glance. Obviously, as you can imagine, there are a lot more tweaks and tricks to customize your REV experience according to your specific needs. But for now, you are fully equipped to navigate REV and start indexing documents.|