Document Management for Pegasus Opera 3 is something that many businesses running Opera 3 eventually realise they need, but often don’t address until the paperwork starts to get away from them. Purchase invoices sat in email inboxes, delivery notes filed in the wrong place, supplier documents that take an age to track down. Sound familiar?
That’s exactly the problem AutoFiling was built to solve.
AutoFiling is a document management solution designed to work alongside Pegasus Opera 3, whether you’re running Opera 3 Classic or Opera 3 SQL SE. It gives you one central place to scan, capture, and store documents, and because it sits alongside Opera 3 rather than being bolted on as an afterthought, finding what you need takes seconds rather than minutes.
Not just for Opera 3 documents
It’s worth pointing out that AutoFiling isn’t limited to Opera 3 documents. You can store any business document in your AutoFiling library, from HR records and contracts to supplier correspondence and compliance paperwork, making it a practical solution for the whole organisation rather than just the finance team. If your business generates a lot of paperwork across different departments, having everything in one searchable location makes a genuine difference to the working day.
SharePoint integration
For businesses already using Microsoft 365, AutoFiling integrates with SharePoint, so your documents can be stored securely in the cloud and accessed by the right people from wherever they’re working. No more emailing attachments back and forth or wondering which version of a file is the most recent one. For teams that work remotely or across multiple sites, this alone tends to be a big win.
Automatic document classification
One of the features Opera 3 users find most useful is automatic document classification. Rather than relying on someone to manually sort and label every document that comes in, AutoFiling can identify the type and content of a document and file it in the right place automatically. It’s one of those things that sounds like a small detail until you consider how much time gets quietly swallowed up by manual filing across a busy accounts or operations team.
Workflow automation
AutoFiling can also be used to automate document-based workflows, such as invoice approval processes. Instead of chasing people by email to sign something off, the system handles the routing and notifications for you. This kind of automation tends to have a knock-on effect on how quickly invoices get processed and paid, which matters when supplier relationships are involved.
Converting from Opera 3 to Opera 3 SQL SE
If you’re in the process of upgrading from Opera 3 Classic to Opera 3 SQL SE, AutoFiling includes a file conversion utility that makes it straightforward to bring your existing document library across. You can convert large volumes of documents in one step, so there’s no need to manually reprocess everything or start from scratch with a blank library.
Document management for Opera 3 doesn’t have to be complicated, and AutoFiling is designed to prove that point. It works with all versions of Opera 3, integrates with the tools many businesses are already using, and scales with you as your document volumes grow.
If you’d like to find out more about how AutoFiling could work for your business, get in touch with us and we’ll be happy to talk it through.