Before migrating your historical documents from Revver to Canopy, you'll need to set up admin access and prepare key information about your file structure.
Why it matters: Revver migrations require specific admin permissions to access all your files across the workspace. Planning ahead ensures your migration specialist can begin extraction quickly once access is set up correctly.
Table of Contents
Prepare Your Revver Admin Account
Your migration specialist will need login credentials to a Revver account with specific permissions.
Required permissions:
Admin Features — Enabled
Admin Item Permissions — Granted across the entire workspace
📝 Note: If you're unsure whether an account has these permissions or how to grant them, reach out to your IT Admin or Revver administrator for help setting this up.
Provide these credentials to your Data Migration Specialist so they can access your Revver workspace.
Prepare Your Migration Plan
Before your migration specialist reaches out, think through these four questions:
1. Client Name Matching
Do your Revver folder names match your Canopy client names exactly (spelling, capitalization, spacing)?
If yes, note that.
If no, prepare a mapping of Revver folder names to Canopy client names so files get assigned correctly.
2. Migration Scope
Which folders do you want to migrate?
Active folders — Include these?
Inactive folders — Include these?
Internal folders — Include these?
Clarify which folder types you want brought into Canopy.
3. Volume
What is the approximate total size of your Revver backup?
This helps your migration specialist estimate timeline and resources needed.
4. Folder Structure
Do you want files nested under a specific parent folder (e.g., "Historical Docs" or "Revver Archive") in each client profile?
If yes, note the parent folder name you'd like.
If no, your current Revver folder structure will be maintained as-is.
Contact Your Migration Specialist
Once you've prepared your admin account and thought through the four discovery questions, reach out to your Data Migration Specialist with:
Your Revver admin login credentials
Confirmation that Admin Features and Admin Item Permissions are enabled/granted
Your answers to the four discovery questions
Any other context about your file organization
They'll coordinate the migration timeline and next steps from there.
Summary
This article covered preparing a Revver admin account with the correct permissions and preparing your answers to key migration planning questions. Once your account is ready, contact your Data Migration Specialist to proceed.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.