Affirm’s technology can be applied to any industry where forms processing is an inefficient, timely and costly issue.

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We expanded traditional document management into a sophisticated automation engine: Introducing Revolve™

Transform forms, documents, and processes into efficient electronic document handling system.

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.

“Affirm Software have demonstrated that they can integrate with in-house and ASP systems to pre-populate forms. The potential for time savings is significant.”

Geoff Gray Director of Business and Compliance – Pitcher partners Investment Services

The cost of processing and handling forms is not just paper and printing

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.

Forms Automation Software

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 and dynamic fields

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.

Implement within weeks

Easy to use secure web based solution that requires minimal upfront software costs. We will typically get you up and running within weeks.

Flexible integration

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.

How does Revolve work for your industry?

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.

Scan and archive volumes of data

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.

We automate the whole process

Automated end to end processing of forms and documents from inception to settlement. This will streamline your systems and reduce double handling.

Revolve is the expansion of traditional document and contract management software through our sophisticated automation engine

Revolve will slash forms processing times, and reduce labour, material and storage costs.

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

 

  • Improve staff productivity by centralising and reusing set contracts and templates
  • Reduce error rates within forms and contracts by automating the production of forms
  • An up to date online library of templates and forms becomes a searchable knowledge-base with up to date, reusable consistent forms and templates

Key Features

1. Form creator

Pre populate forms, product disclosure statements or new blank forms

 

2. Smart Forms

Dynamic fields which automatically show and hide based on user input. Smart validation rules and lookup services ensure error free data.

 

3. Template creator

Include or remove text, dates, numbers, multiple choice options and calculations in documents and contracts

 

4. Calculator and computations

Perform simple or complex calculations in templates

 

5. Automate forms using PDF

PDFs can be used as the base for forms templates, as a rich interactive form online

 

6. Document Assembler

Multi lingual support and ability to edit text and preview in assembly window

 

7. Searching and retrieving

Search and retrieve all forms stored online quickly

 

8. 7 year storage

Automatic filing of all scanned and signed forms online to comply with auditing requirements

 

9. Security

Fine grain control of document, template and user access. Securely protect your documents online.

 

10. Tailored Solutions

Custom or industry specific workflows, trigger events such as emails, SMS, work queues and more

11. Straight Through Processing (STP)

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.

 

12. Document History

Full history and audit trail of all changes and edits made to forms

 

13. Document Sharing

Ability to allow multiple parties to review, edit and approve forms

 

14. Document Portals

Secure discussions around your documents. Control access to your documents online. Easily download PDFs of your completed forms/documents.

 

15. Fax, email and scanning

Ability to fax, email and scan all forms into the system

 

16. Barcodes

PDFs generated out of Revolve are stamped with smart barcodes, so that they can be automatically tracked.

 

17. Version control

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

 

18. Systems integration

Integrate to XPlan and COIN and most systems with an open API

 

19. Custom branding

Revolve can look like an internal system to align with any system branding requirements

Interested in Revolve? Contact Us Today