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Ravical &

Windows File Server

Connect Ravical to your Windows File Server so the firm's on-premise documents feed drafts, references, and citations across every workflow.

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On-premise file server for firm knowledge

Windows File Server is the on-premise document store many firms still rely on for shared client files, working papers, and templates. Ravical connects to the file server so those documents feed the firm's context layer regardless of where you store them.

Bezoek

Bezoek

Windows File Server

Windows File Server

website

website

Prijzen

Free · included in all plans

Koppelt met

All editions

Inrichting

IT setup required

Gemaakt door

Ravical

Implementatie

On-premise

Prijzen

Free · included in all plans

Koppelt met

All editions

Inrichting

IT setup required

Implementatie

On-premise

Gemaakt door

Ravical

Ravical koppelt met de tools die je al gebruikt. Zo lever je sneller inzichten, zonder extra complexiteit.

01

Read documents from your Windows File Server

Ravical reads documents, folder structure, and metadata from the firm's Windows File Server so drafts arrive with the right client and working-papers context.

SMB share access with scoped credentials

PDF, Word, Excel, PowerPoint indexing

Client-folder mapping to Ravical's context layer

02

Keep documents on-premise, still get firm-wide work

Firms with policies against cloud document stores can still connect Ravical. The file server stays on-premise; Ravical reads it in place.

Documents stay on the firm's own infrastructure

Scoped access respects existing NTFS permissions

No migration to SharePoint or OneDrive required

Veelgestelde vragen

Veelgestelde vragen

Does Ravical integrate with Windows File Server?
What can advisers do with Windows File Server data inside Ravical that they can't do in Windows File Server natively?
Are there Windows File Server features or modules Ravical does not integrate with today?
How long does it take to roll out the Windows File Server integration across a firm?
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Ervaar hoe het werkt.


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