Rev is organized into workspaces. Workspaces are permission-based spaces that store folders and files for individuals, teams, and departments.
This article explains the layout of your workspace for individuals and teams. You may also be interested in the following articles:
Default Workspace
Your My Files is where all of your files are stored by default. These include:
My Files is a private workspace specific to you. Other users cannot be added to your My Files space, so by default, all files within My Files are not accessible to any other user unless explicitly shared.
My Files is the default destination for files created by you.
My meetings is a private folder where all of your recorded meetings are stored.
Shared with Me is a private folder for you to store and manage files that have been shared directly with you. When you access a file via a shareable link, it is added to your Shared with Me folder automatically.
A Shared with Me folder cannot have other users added to it.
Navigating Your Workspaces
At the top of your workspace is the workspace Information section. This displays the name of the workspace/folder you have open, identifies whether it is a Workspace or a Folder in a workspace, and provides the route navigation to your current location.
If you open a folder in a workspace, the purple icon will change from a workspace icon to a folder icon.
Below the workspace information, you can find your bulk options buttons to manage and download/export your files. These buttons become available when you check the box next to one or more files or folders.
The next section in your workspace provides information about the files visible on that page.
You can click on the arrow next to any of the column headings to sort your files according to that column. The arrow will only appear when you move your cursor over the column title.
At the bottom of the page you can find navigation arrows to page through your files.
You can also adjust how many files display per page.
Search Files
You can easily search for a file in your account by using the search bar on the top left once you have signed in to your account.
Files can be searched for using:
- Keywords
- Order numbers
- File names
- Reference names
Be sure not to leave any leading or trailing spaces in your search terms as this can lead to files not being found.
You can click on the file name or order number from the search results to open and view the order for that file.
Your search results will be made up of Worspaces, folders and files.
Shared Workspaces
As more teams turn to remote work, completing projects successfully can’t rely on physical proximity. Organizations need collaboration tools they can rely on to save time, maximize productivity, and meet deadlines with ease - which is why we built Workspaces.
Shared workspaces are not visible to all users in the organization. The workspace admin/creator must add users to a shared workspace. Members are able to create, view and edit files in a shared workspace according to their role and permission settings.
A member must have a seat on a shared account to be a member of a shared workspace.
Workspaces have an administrator who can configure settings and manage users of the workspace. When a Workspace is created, an administrator is assigned. By default, this is the user who is creating the workspace. The number of Workspaces you can create depends on your subscription tier.
Create a Shared Workspace
To add users to a workspace, navigate to Workspaces in the left menu of your account.
Click on the arrow next to Workspaces and then on New workspace.
Enter a name for the Workspace and then click on Create Workspace.
You can also create a new workspace by clicking on the +New button on the top left of your account and then selecting New Workspace.
Rename a Workspace
You can rename the workspace by navigating to Workspaces
Then click on the ellipses to the right of the Workspace you want to rename, and click on Edit workspace name.
You can also rename a workspace by opening the workspace and then clicking on the workspace icon next to the Workspace name and selecting Rename
Workspace Members
To add members to a workspace, click on the workspace to open it. Then click on the workspace icon next to the workspace name and select Members.
On the workspace members page you can view a list of all the members in that workspace. You can add members by clicking on Add member in the top right.
You can change a member's role or remove a member by using the options to the right of their name.
If you click on Remove, you will need to confirm if you want to remove that person before the action is finalized.
Workspace Roles
Members of a workspace are assigned a Workspace Role by the workspace administrator. This Role is in addition to your user role. The roles for a workspace are Administrator, Manager, Contributor, and Viewer.
For a Workspace, a user with an organization role of Contributor, Manager or Admin can be assigned as a Workspace Contributor or Viewer.
Users with the Viewer organization role can only be a Workspace Viewer.
File Management
Your workspace is where you manage your files. You can add, share, rename, move and delete files following the steps in this article.