Knowledge Base
Getting Started
Support Manuals related to login and account set-upTasks
View tasks done by your teams and yourself in one placeCalendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.Files
Upload files and share with your teammates.Beat Plan
Create and assign beat plans for team journey planning.Goals
Set goals for your teams, over a time period and make changesLocation Analytics
View location history of your team and make informed decisionsPeople
View customers, modify stages, view interactions and moreProducts
One place to manage all your productsProcess
Use your organizational reports & other data from here inside dashboardsAdvanced Reports
View your customly designed reports, export them, slice themUser Reports
Support Docs for user reportsCall Reports
Reports of all calls done between customers and usersUser
Create, view & edit users, manage their profiles and moreRoles
Create rolesUser Groups
Bulk assign activities, contacts to users through groupsSubscribers
Create subscribers to share information with non-usersAdmin Settings
Simplify software management and configuration with our comprehensive Admin Settings module, empowering users to seamlessly perform background configurations.URVA Connect
Support Docs related to URVA ConnectFAQs
Support Docs for Frequently asked questionsWhitelabelled Apps
Documents related to client specific docsInternal Process Documents
Documents related to internal processesDashboard
Support Docs related to DashboardCollections
Support Manual related to all 4 types of collectionsBuild Updates
Docs related to build updatesCustomer Relationships
Help Docs related to "Customer Relationships" module.
Recent Articles
Use the Geo-Fencing Feature for Media Capture
This document explains how to use the geo-fencing feature for the media capture field in URVA forms. This feature allows you to specify a radius around a location where image capture is allowed, providing more control over media collection. Follow ...Create an activity form from Activity Marketplace
This guide will help you create a new activity in URVA by either selecting from pre-designed templates or designing a custom activity from scratch. Follow these steps to efficiently set up activities that best meet your needs. Follow the steps below ...File attachment in the form
Web users can now attach files from URVA's file manager or directly from the computer's file manager. From URVA's file manager :- From the URVA home page, click on the Tasks module. Click on + NEW button to create a new task, or select an existing ...Enable Dark Mode theme
Enable dark mode theme in URVA: From the URVA home page, go to the Account tab. Click on Settings. Find the option to change the theme. Under Theme, select Dark Theme. The app will automatically switch to dark mode.Generate a Transcript for a call logged in URVA
URVA makes it easy to convert your call recordings into searchable text transcripts. This feature allows you to efficiently review and find specific information within your calls. Follow these straightforward steps to generate and access your call ...
Popular Articles
Why I am getting "User account already is use. Try with another or contact your admin" Error?
User Account ALready in use A User will get this error when he tries to log in from a different device without logging out of the previous device. URVA mobile application cannot be used on two different devices with the same credentials due to ...Tasks movement/ actions performed on URVA web
Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...FOS/RM/Franchise FOS Responsibilities
FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...Create an Activity Form
Our innovative Activities module, revolutionizes the way you create and manage digital forms of any kind. One can effortlessly design, customize, and deploy dynamic digital forms tailored to your specific needs. Whether it's surveys, feedback forms, ...How to login on Web Portal?
Logging in to the web portal is easy: Go to https://web.urva.app/ Enter 'Organization code' and click on Next. ( Organization code along with your Username and Password will be sent to you through an email) Enter Username and Password and click on ...