How do I set up the Document Management Interface? (2025.02)

Revver digitizes and automates document-dependent work. Using a digital document platform can help your organization improve security, compliance and governance, and make working with documents easier for your team. 

Setting up the Document Management Interface

1. Open Connect System Management > Organization > Document Management Interface.

2. Set up the document management interface.

Document management interface: Select Caselle Revver. 

Default username: Enter the default username for your Revver account. 

Default password: Enter the default password for your Revver account. 

3. Click .

4. If the connection is successful, you're ready to start using Revver. 

If the connection isn't successful, check the username and password and verify the credentials are correct. You'll need to work with Revver if you have issues with your Revver username and password. 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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