Revver Review and Pricing

Why We Chose Revver for Storage Capacity

We chose Revver as the best document management software for businesses seeking extensive digital storage because its immense storage capacity blows competitors’ offerings out of the water. With storage capabilities reaching 20TB on its top Enterprise package, companies can rely on this cloud-based software to store, track, and manage their most confidential files in one place without worrying about losing or sharing them on less-than-secure platforms or running out of space. 

We love the flexibility Revver offers on its range of user license types, implementation packages and success programs. The software itself is easy to use and action- and use-case-oriented. The introduction of to-do lists and quick-access drawers on the home screen make finding what you need substantially easier than before.

Ease of Use

Revver’s interface features three logically structured columns.  Source: Revver

Revver has split the homepage into three handy columns:

• Left: This is the main navigation panel – more on that just below.
• Middle: Contains your to-do items, with a “Work you care about” section underneath, highlighting past or ongoing tasks you can track or step into if needed.
• Right: Includes a “Portfolio” section, a “Collections” section (for categorizing cabinets, draws, folders and files according to your specific criteria) and a “Recents” section (jump quickly to the cabinets, drawers, folders or files you accessed most recently).

In addition to the “Home” tab, the menu on the left side has buttons for navigating to other parts of the software:

• Documents: This is where you’ll do most of your work as it contains direct access to your cabinets, drawers, folders and files. 
• Document requests: You can send requests for documents to colleagues, other users and external guests (like clients) that they can then upload to your dashboard via a secure channel.
• eSignatures: This presents a list of contracts yet to be signed.
• Workflow: In this section, you can set stages and steps for what the system should automatically do with individual types of documents. 
• Revver reports: There is two-part functionality in this tab with dashboards and reporting. You can create dashboards tracking metadata within individual documents to monitor progress, and you can also create metadata-driven reports showing incomplete or overdue files.
• All features: This includes links to all of the above and more split into four categories:
• • “Documents”: Such as recycle bins and file processing queue
  • “Work”: Such as folder templates, email import, workflows and Revver Reports
  • “People”: Such as users, groups and public access links
  • “Account”: Such as audit logs, security policies, Salesforce integration and search function

We also like how the search feature (available at the top of the dashboard and in the “All Features” tab) makes document identification and retrieval faster and more accurate than before. One feature we really appreciated was how users can set off a “missing item search” to scan through folders that are missing a document you expect – for example, a client folder missing a contract. As well as searching across an entire document base, you can search individual cabinets and drawers.

Features

While it’s the extensive storage capacity that makes Revver stand out the most, users can also enjoy helpful features that make the system more than just a virtual file cabinet.

Storage Capacity

The Revver software allows users to confidentiality store, encrypt and share files as large as 1GB with co-workers or clients as needed. Unlike most document management systems currently available, Revver offers up to 20TB of storage space. That can come in handy for companies regularly dealing with large files and in-depth recordkeeping.

Document Requests and Form Fills

We were impressed at how effectively the Document Request system works. For example, you can structure a request to a colleague on which document to upload, where the document should be stored in Revver and when the request is due. Along with each message, you can include a subject line, message and supporting docs.

You can even send it as a secure public link — no login required — or allow the recipient to sign in with temporary access. This would be handy for, say, an HR manager collecting IDs and tax forms from a new employee. You can templatize the process, too, which means you won’t have to start from scratch each time you gather the same files.

A related feature on the platform is “Form Fill.” This turns PDFs into interactive forms with input areas like tick-boxes, text, date and number strings inside Revver. When the recipient completes it, Revver then flattens the PDF again, archiving it for later reference once someone has confirmed that it’s been completed correctly. Sales teams could make great use of this feature for closing deals and getting commitment from clients.

Integrations

Upload a Word document to the Revver platform easily to take advantage of its Microsoft 365 integration. Source: Revver

We love that Revver integrates with the following business tools:

• Microsoft 365: Click on the MS365 icon in the control sidebar on the right when creating a document. It then opens that document up in Microsoft Word, where multiple users can edit it simultaneously and in real time. When changes are made, Revver stores the updated file as a new version, so you always have a full history of edits. When the document is reopened on the Revver platform, it’s in the final form created in Word. You can even do a side-by-side view of different document versions to visually inspect changes. Revver also integrates with Excel, PowerPoint, Outlook and other 365 programs.
• DocuSign: Send documents for signing from within the Revver system. When the recipient signs, DocuSign uploads it to your platform. You can set alerts to notify whichever users need to know when documents are signed automatically.
• Entra: This integration works with Entra ID (formerly Azure Active Directory) and other LDAP systems to make it easier to manage employee access to your computer systems and the apps on them, including Revver, with a simpler, centralized setup for adding or removing staff accounts. [See our comparison of Microsoft Azure and Amazon Web Services.]
• Salesforce: You can view Revver drawers and files in Salesforce, as well as map Salesforce objects to Revver locations and save from Revver into Salesforce.

Revver also offers integrations with IMAP/SMTP email servers, SSO and a broad range of printers and scanners.

There are lots of developer opportunities with Revver, too. The company provides its own software development kit to help developers integrate via a .Net Referenced Assembly interface and Component Object Model. However, if having a much wider suite of native integrations is important to you, check out our review of DocuWare, which has more than 500 of them.

Secure Cloud-Based File Sharing

Access the “Audit Log” with the clock icon in the right-hand panel to see when a document was created and updated. Source: Revver

Revver’s cloud-based document storage has bank-grade security measures in place to ensure files are always protected, even when trusting a third-party custodian to monitor and manage your documents. Files are securely stored in the company’s Level 1 Payment Card Industry-compliant data center and are encrypted in transmission. File integrity and history are maintained via the “Audit Logs” function. This helps businesses ensure compliance with the Financial Industry Regulatory Authority, SOC 2 Type 1, Health Insurance Portability and Accountability Act and more, assuming a company’s workflows are compliant when using Revver.

Document Lifecycle and Editing 

Click the “File Versions” option on the right-hand control panel to see previous iterations of a document. Source: Revver

There are two ways staff can work on the same document when using Revver. First, if the document was originally loaded through a Microsoft 365 app, it can be amended by multiple people in real time. When the amended version is completed, a copy of the new iteration and the previous are saved and stored.

Alternatively, if your document is not a Microsoft 365 file, the platform has a check-in and checkout feature that ensures multiple users don’t make parallel edits on the same version. Instead, edits are made on a single, updated version of the document and older versions are saved and archived within the software for later review. M-Files and fellow document management vendor FileHold both have a similar check-in/checkout tool.

As you can see from the image above, checking previous versions in Revver is as easy as selecting the relevant icon on the screen.

Dual Screen Previewer

Check out two iterations of the same document or contract with the Dual Screen Previewer mode on Revver. Source: Revver

The Dual Screen Previewer is particularly useful, especially for legal teams comparing versions of contracts and creative teams comparing leaflet and sales letter drafts. You can see both files side by side so you can more easily spot differences of tracked changes. You can also use it to preview a document while viewing or updating its metadata or other details on the second screen. We like how easy it is to activate this feature, too – just click on the button in the top right.

Security

You can access the security options via the pop-up menu that appears by clicking on “All Features.” Source: Revver

With Revver, you can use:

• Role-based security, in which system administrators assign — and restrict — access and editing capabilities on each file. You can easily set up general permissions and assign them on both an individual and group basis; however, they can be overridden as needed.
• General security, with which you can create and set access limits across your business for individuals or groups of individuals. You can establish password-change frequency levels and maximum session times, enable dual-factor authentication, program permissible log-in times and internet protocol addresses, set up single sign-on authentication and more.

No-Code Automation Workflows 

Revver’s automation tools are designed to streamline operations and reduce manual document management tasks. Source: Revver 

We like how Revver allows you to sort and store documentation in a logical structure that makes sense for your business without requiring a great deal of experience with the platform. We further appreciate that the system offers no-code, enterprise-grade automation that anybody can manage without coding skills. The platform is capable of automating manual, repetitive document processes, such as routing documents, requesting approvals, creating new folders and extracting data.

You can also place container-level triggers on cabinets, drawers or folders to apply folder templates automatically, which means each newly created location takes on a ready-made layout straight away. Users can set email or in-app alerts whenever files are uploaded or moved, start a workflow when profile values like the category or due date change, or send file information to an external system via an API webhook to send data to other platforms without any manual intervention.

We like how the platform gives users the choice of describing stages to the system via the panel shown in the image above or drag-and-drop steps and stages as well as users and document types, into a custom workflow. You can reflect complexity in the process by setting different rules for the workflow depending on what a user fills in on a given document. 

Businesses can rely on Revver to automatically file documents, saving time and increasing productivity. Regardless of whether the document is initially located in a text message, an email or on a hard drive, users can store files in the program and search for them as needed through the filing processes. The workflow tools help make completing everyday document-related operations more efficient. Competitor DocuPhase also has automation features that boost productivity; learn all about them in our detailed DocuPhase review.

Optical Character Recognition

Revver has a zonal optical character recognition (OCR) tool that turns scanned files into searchable texts and can even pinpoint key fields on standard forms. On top of that, Revver automatically applies its latest OCR process — including handwriting recognition — to every uploaded file.

This lets you rename and route documents automatically and send those that don’t match any template to a fallback folder. The benefit of this is that no file will go missing as unmatched documents have a default location.

You can merge multiple fields (like name plus date) into a single file name, which means key data appears in the file name, so there’s no need to manually relabel it later. This helps your team cut back on manual sorting and document renaming, keeping files much more organized from the outset.

Pricing

Revver has three user license types – Basic, Essential and Full – targeted towards particular use cases. Here’s how the plans break down:

We like how companies can subscribe employees to user license types based on their access needs. For example, your HR manager could be on the Full license while their team is on the Essentials license. This cuts costs and gives you tighter control over your permissions.

Revver does not reveal its pricing, but company representatives suggested that it could cost a firm $2,000 a year with a minimum of two users. Revver does not provide a free trial.

Implementation and Onboarding

Transitioning to a new DMS or setting up one within your business for the first time can be challenging. We like how each business that signs up with Revver has access to its own customer success manager backed up by a support team. 

During the sales discovery process, Revver begins to build a picture of what you need the platform to do — which is followed by a solution mapping phase to shape the platform around these demands. Revver then finalizes a design for implementation with you before starting the rollout. After implementation, Revver looks for ways to extend the platform across your organization to improve efficiency. We appreciate this level of attention, which includes help with data migration, document storage, process automation and compliance.

Once implemented, you access Revver via a web browser, so there’s no software to download. 

Customer Service

Revver offers reliable customer service should any issues arise. The vendor provides 24/7 support through its AI support agent and the Revver Help Center.

We’re impressed by the knowledge base and resources on the Revver site. There are more than 160 help articles on the site to get new users started, aid troubleshooting and to encourage the best use of the platform’s features. A well-stocked resources section features training videos, access to online webinars, and a growing collection of tips and tricks. The company also provides 15 JSON templates you can download into Revver to standardize daily processes in various fields, including accounting, banking, HR, medical patients and more.

The firm offers initial implementation and ongoing customer support by phone from 9:30 a.m. to 3:30 p.m. MT and help via human-powered website chatbot and email from 7 a.m. to 6 p.m. MT. When we contacted the support team through live chat, we were met with a speedy and helpful response. A premium implementation and support package is available for an additional charge, which provides 24-hour phone support.

Revver also has a Success Service Package, available for an extra charge. This gains you access to a team of people, including an onboarding manager, integration consultant, technical success manager and customer success manager. This is in addition to your account executive and technical support rep.

Additionally, we love that Revver hosts weekly “Open Office Hours” through Zoom, where you can ask questions of the vendor’s customer success managers and support staff. This isn’t something we saw other providers doing.

Limitations

Revver doesn’t offer a free trial, making it hard for companies to determine how well the product fits into their company’s daily workflows and integrates with their existing business tools. If a free trial is a must-have, check out our review of FileHold.

Revver doesn’t yet have its own branded smartphone app. Access when you’re on the move is possible only through a browser interface. There is still an app available under its old brand of eFileCabinet for Apple and Android, but it’s limited to viewing and uploading files. User reviews of the eFileCabinet app are not generally favorable.

The company doesn’t publish its pricing online. When shortlisting potential DMSs, this will make side-by-side comparisons harder. However, in Revvers’ defense, few of their competitors advertise their charging structure on their website.

Methodology

To identify the best document management software products, we closely examined a number of vendors and systems. As part of our assessment, we considered each solution’s features, pricing, ease of use, setup process, integrations, security and mobility. The specific functions we looked at included file routing and sharing, search tools, scanning, automation abilities and collaboration tools. We participated in trials and demos whenever possible, watched tutorials and reached out to the companies as if we were new business owners to judge their customer service. When selecting the best platform for businesses seeking extensive storage space, we prioritized storage capacity and plan options.

Bottom Line

We recommend Revver for …

• Companies requiring extensive document storage.
• Businesses that want a DMS with no-code automation features.
• Larger teams looking for a fast, cloud-based data-sharing solution.

We do not recommend Revver for …

• Companies that want a wide choice of native integrations with their DMS.
• Businesses that prefer to test software before purchasing it.