In its simplest form we describe Revolve as turning your PDF forms into electronic online entry forms (eForms), but it is much, much more.
Revolve is a robust tool that transforms any paper-based document, application, or contract process into an efficient electronic system. It’s designed to handle everything from simple document management to the most complex workflows with ease.
Geoff Gray Director of Business and Compliance – Pitcher partners Investment Services
Transform how your company handles forms, drastically cutting down costs and improving efficiency. The cost of processing and handling forms is twenty times that of paper and printing, and using a streamlined system can significantly reduce these expenses. By optimising form management, you can keep these costs in check. A large percentage of staff time is spent on reading, completing, processing, transferring, and filing forms. Streamlining these tasks frees up valuable time for your team, allowing you to experience the financial and operational benefits of efficient form management.
Our technology allows you to pre populate, share and store any form, contract or document securely online, which can be used in many different business applications. Our philosophy is to deliver benefits quickly to your user base and ensure implementation and usability of the system is straightforward and easy.
Smart forms technology enables us to disable editing of certain fields within a form that are irrelevant for the user to see and edit. This makes completing fields much faster and reduces the confusion and errors in completing documents and forms in Revolve. We also provide inbuilt fund allocation validations for fast tailored forms completion.
Easy to use secure web based solution that requires minimal upfront software costs. We will typically get you up and running within weeks.
Flexible and converts all paper based processes into efficient web based processes. The system integrates with many industry standard CRM platforms and databases, document management systems and is flexible enough to integrate with Human Resource Management System, Practice Management and Case Management systems or any system with an open API.
We have developed specialised solutions for wealth management, super, insurance claims and tailored solutions for key customers in HR and funds management. However, our product can be applied to any industry where document processing is an issue.
Affirm can scan and archive volumes of data to then be searchable online, and significantly reduce archiving costs. Easily search for documents and contracts online, anywhere with internet access enable multiple parties to work on contracts online.
Automated end to end processing of forms and documents from inception to settlement. This will streamline your systems and reduce double handling.
Forms are usually easier to prepare than reports, letters, or almost any other format used for the transfer of information. Even though a small amount of time is required to fill out a single form, large amounts of time are wasted when many people use redundant or inappropriate forms. The uncontrolled use of forms is expensive in terms of inefficiency as well as actual cost.
Revolve will store and manage an up to date forms library for you
Forms play a crucial role in any operation and need to be accurate, consistently used, and well managed. We collaborate with you to ensure your most up-to-date forms are centrally maintained online, making sure your team always has access to the latest versions.
Our integrated document automation and management system seamlessly connects with your online forms library, enabling forms to be completed and processed entirely online.
Reduce labour, material, and storage costs through efficient forms management
The cost of producing forms includes not only printing, which is in fact only a small percentage of the total cost, but the expense of creating and processing as well. It is essential that forms are well managed so that they are easy to use.
Use templated forms and contracts to dramatically improve productivity
Pre populate forms, product disclosure statements or new blank forms
Dynamic fields which automatically show and hide based on user input. Smart validation rules and lookup services ensure error free data.
Include or remove text, dates, numbers, multiple choice options and calculations in documents and contracts
Perform simple or complex calculations in templates
PDFs can be used as the base for forms templates, as a rich interactive form online
Multi lingual support and ability to edit text and preview in assembly window
Search and retrieve all forms stored online quickly
Automatic filing of all scanned and signed forms online to comply with auditing requirements
Fine grain control of document, template and user access. Securely protect your documents online.
Custom or industry specific workflows, trigger events such as emails, SMS, work queues and more
Compatible with digital or manual signatures. No re-keying of data. Integrate error free data straight into your system. Split documents and send on for further processing.
Full history and audit trail of all changes and edits made to forms
Ability to allow multiple parties to review, edit and approve forms
Secure discussions around your documents. Control access to your documents online. Easily download PDFs of your completed forms/documents.
Ability to fax, email and scan all forms into the system
PDFs generated out of Revolve are stamped with smart barcodes, so that they can be automatically tracked.
When a change is made to a field within a form, Revolve automatically updates every occurrence of that field in all document groups in which it appears
Integrate to XPlan and COIN and most systems with an open API
Revolve can look like an internal system to align with any system branding requirements