Have you been using Revu as your PDF editing tool, but have yet to venture into field reporting? Have you tried the out-of-the-box punch tools and wondered how to tailor them to maximize their effectiveness? Customizing Revu’s desktop and mobile workflows to fit your organization’s needs creates efficiencies and saves time both in the office and in the field. In this course, you will be given methods for identifying your firm’s field reporting needs and learn how to customize Revu’s punch tools to fit those needs. We’ll also reveal how to set up field reports wisely to promote your firm’s brand.
You will learn more about:
- Strategies for developing criteria for field reporting templates
- How to customize punch tools by status, color and sequence
- Ways to promote your firm’s brand through templates and cover page forms
- How customization needs may evolve after implementation
Course Level: Intermediate
Sarah Causey (RATIO Architects)