Revolve is a sophisticated document automation and management solution developed by Affirm Software Group. It transforms traditional paper-based forms, applications, and contracts into efficient electronic systems, streamlining document handling processes across various industries. By converting PDF forms into dynamic eForms, Revolve enhances operational efficiency, reduces processing times, and minimizes costs associated with manual document management.
Key Features and Functionality:
- Form Creator: Pre-populate forms, product disclosure statements, or create new blank forms.
- Smart Forms: Utilize dynamic fields that automatically adjust based on user input, ensuring error-free data through smart validation rules and lookup services.
- Template Creator: Customize documents and contracts by including or removing text, dates, numbers, multiple-choice options, and calculations.
- Calculator and Computations: Perform both simple and complex calculations within templates.
- Automate Forms Using PDF: Use PDFs as the foundation for interactive online forms.
- Document Assembler: Support multiple languages with the ability to edit text and preview in the assembly window.
- Searching and Retrieving: Quickly search and retrieve all forms stored online.
- 7-Year Storage: Automatically file all scanned and signed forms online to comply with auditing requirements.
- Security: Implement fine-grain control over document, template, and user access to securely protect documents online.
- Tailored Solutions: Develop custom or industry-specific workflows with trigger events such as emails, SMS, work queues, and more.
- Straight Through Processing : Compatible with digital or manual signatures, allowing error-free data integration directly into systems without re-keying.
- Document History: Maintain a full history and audit trail of all changes and edits made to forms.
- Document Sharing: Enable multiple parties to review, edit, and approve forms collaboratively.
- Document Portals: Facilitate secure discussions around documents, control online access, and easily download PDFs of completed forms.
- Fax, Email, and Scanning: Support faxing, emailing, and scanning of all forms into the system.
- Barcodes: Generate PDFs stamped with smart barcodes for automatic tracking.
- Version Control: Automatically update every occurrence of a field across all document groups when a change is made.
- Systems Integration: Integrate with platforms like XPlan, COIN, and other systems with an open API.
- Custom Branding: Align the system's appearance with internal branding requirements.
Primary Value and User Solutions:
Revolve addresses the inefficiencies and high costs associated with manual document processing. By automating the creation, management, and storage of forms and contracts, it significantly reduces labor, material, and storage expenses. The platform's smart forms and dynamic fields minimize errors and streamline data entry, enhancing overall productivity. Its flexible integration capabilities ensure seamless compatibility with existing CRM platforms, databases, and document management systems, making it adaptable to various business environments. Revolve's tailored solutions cater to specific industry needs, providing a versatile tool for organizations aiming to optimize their document handling processes.
