Document Management
for Opera 3 — AutoFiling
Scan, store and retrieve business documents directly within Opera 3 — invoices, orders, delivery notes and any other document your business relies on. Go paperless, cut retrieval time and stay GDPR-compliant.
Everything AutoFiling does for your Opera 3 team
Scan & Store
Turn paper documents into digital ones and store them directly against the Opera 3 record they relate to — captured and indexed in seconds.
Share & Retrieve
Staff in the office or working remotely can find and access documents instantly via Opera 3 or a web browser, with controlled permissions.
Safe & Secure
Documents are held centrally, protected by encryption and granular access controls, and backed up reliably to stay GDPR-compliant.
Any Business Document
Not just Opera 3 paperwork — AutoFiling stores any document critical to your business, from contracts to HR records, in one searchable place.
Go paperless
inside AutoFiling
AutoFiling is a digital document storage system built for users of Pegasus Opera 3 and Opera 3 SQL SE. Scan, capture and retrieve invoices, orders, delivery notes and more — directly within Opera, without switching applications.
Internal and remote employees can also access and retrieve business files securely via a web browser, giving your whole team controlled access to the documents they need, wherever they are.
Find out more at autoinvoicing.co.uk
The business case for going paperless
Manual document handling is still the norm for a surprising number of UK businesses, and it comes at a real cost. Automation and digital document management aren’t a fringe upgrade anymore, most organisations have already started the shift.
AutoFiling brings that same shift to your Opera 3 paperwork, wherever it sits today.
Filing and finding – in seconds
AutoFiling works in two simple flows: filing a document against an Opera 3 record, and retrieving it again when you need it. Both take seconds.
Open the Opera 3 record
Navigate to the relevant record in Opera 3 — a purchase ledger entry, supplier account, sales transaction, or any other record you want to associate a document with.
Scan or select the file
Scan a paper document using a WIA-compatible scanner, or select an existing digital file. AutoFiling supports 200+ file types including PDF, Word, Excel and images.
Confirm the filing reference
Set or confirm the filing reference for the document. AutoFiling can suggest references automatically based on the Opera 3 record, keeping your filing consistent.
Filed and stored automatically
The document is stored securely against the Opera 3 record and synchronised to SharePoint. It is immediately searchable from Opera 3 or any web browser.
Open the Opera 3 record
Navigate to the relevant Opera 3 record — or search for a document directly using AutoFiling's search tools from within Opera 3 or your web browser.
Search and find instantly
All documents linked to that record are listed immediately. Use SharePoint's search and indexing to find by keyword, date, document type or any other criteria.
View, print, copy or email
Open the document directly from Opera 3 or your browser. View, print, copy or email it without ever leaving the application — no switching between systems.
Full audit trail maintained
Every action is logged — who accessed a document, when, and what they did with it. Invaluable at audit or year-end, and essential for GDPR compliance.
Watch AutoFiling — the demo
See how AutoFiling works inside Pegasus Opera 3, from scanning and filing a document through to retrieving it again in seconds. Want to see it working with your own data?
Book a free demoDon't leave your documents behind
If you're upgrading from Pegasus Opera 3 to Opera 3 SQL SE, your existing Document Management data doesn't have to stay behind. AutoFiling includes a built-in conversion utility that transfers thousands of documents in a single step.
- Run a test conversion first to review errors before going live
- Optional date range selection to limit the documents transferred
- All existing filing references and links preserved
- Works alongside your Opera 3 SQL SE upgrade — no disruption
How the conversion works
One utility. Thousands of documents. One step.
Run a test conversion to identify errors before touching live data
Select a date range — transfer everything or limit to a period
Run the live conversion — documents upload automatically
All documents immediately searchable in Opera 3 SQL SE
Also from the AutoInvoicing suite for Opera 3
Three add-ons. One joined-up Opera 3 workflow.
AP Automation
AutoInvoicing
Automate the capture, coding and posting of supplier invoices directly into Opera 3. Eliminate manual data entry, reduce errors and accelerate your AP process.
Find out moreYou are here
AutoFiling
Scan, store and retrieve documents directly within Opera 3. Go paperless, cut retrieval time and keep documents secure, searchable and GDPR-friendly.
Current pageApproval Workflows
AutoApprovals
Add purchase order and invoice approval workflows to Opera 3. Route documents to the right approvers automatically, with a full audit trail of every decision.
Find out moreReady to go paperless?
Whether you're going paperless for the first time, upgrading to Opera 3 SQL SE, or replacing an existing document management system, book a free demo and see AutoFiling working with your own data.