Help documentation
Revo.pm Help documentation
Revo.pm Help documentation
  • Welcome to Revo.pm
    • Get Started
  • Revo - Your AI Product Collaborator
    • Overview
  • Team setup
    • Create a new team
    • Switch between teams
    • Team settings
    • Delete a team
  • Manage members
    • Roles & permissions
  • Integrations
    • Asana
    • Jira
    • Linear
    • GitHub
    • Slack
    • Notion
    • Confluence
    • Intercom
  • Documents
    • Overview
    • Create a document
    • Duplicate a document
    • Share a document
    • Delete a document
  • Jobs
    • Overview
  • Quick Actions
    • Overview
  • Insights
    • Overview
    • Examples of insights
  • User feedback
    • Overview
  • Transcripts
    • Overview
    • Invite Revo to Your Calls
  • Quick capture (Extension)
    • Get the Browser extension
    • Capture screenshot + element
    • Record current tab
    • Record desktop
    • Record window
    • Empty issues
    • View issues and projects in context
    • Create a new project via the Quick capture extension
  • Projects
    • Create a new project
    • Project settings
    • Rename a project
    • Add an Identifier
    • Project email notifications
    • Delete a project
  • Issues
    • Create an issue
  • Issue properties
    • Labels
    • Status
    • Priority
    • Assignee
    • Due date
  • Update an Issue
    • Change the status of an issue
    • Edit an issue
    • Rich text for issue descriptions and comments
    • Assign an issue
    • Delete an issue
  • Inbox
    • Overview
  • Cycles
    • Overview
  • Sub-issues
    • Overview
  • Multi-select
    • Overview
  • Issue grouping & View
    • Overview
  • Similar Issues
    • Overview
  • Filters
    • Filter categories
    • Combined filters
    • Operators
  • Keyboard Shortcuts
    • X
    • Shift + X
    • C
    • V
    • Arrow keys
  • Search
    • Search issues
    • Search projects
  • Billing
    • Invoices
  • Security
    • Data privacy & security
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  1. Documents

Overview

The Documents feature enables you to create and manage content to empower your AI Collaborator with your own data and context, helping you build a comprehensive and centralized knowledge base with ease. Every document becomes a part of Revo's long term memory.

  • Import Documents: Easily import documents from your favorite tools, such as Notion and Confluence, using built-in integrations. Alternatively, you can manually create documents using Revo's native documents feature.

  • Organize with Folders: Maintain a well-structured workspace by creating folders within the Documents section, ensuring effortless navigation and management.

You can also filter documents to quickly locate what you need:

  • Document Type: Text, File, Confluence, Notion, Folder

  • Created Date

  • Updated Date

By leveraging these capabilities, you can provide your AI Collaborator with the essential context and data it needs to elevate its functionality and support better decision-making.

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Last updated 3 months ago