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Software: Document Management

 
Document Management Banner

With Opera 3 your documents are stored electronically, and can be accessed as quickly as you need them.

A place for everything and everything in its place. With Opera 3 your documents are stored electronically, and can be accessed quickly as you need them. It integrates seamlessly with Opera 3 and will drive significant cost savings to any organisation.

Customer orders, supplier invoices, credit notes, signed delivery notes, job costing timesheets, Payroll & HR documents and general correspondence can all be captured and stored. Stored documents can be easily accessed using friendly, easy-to-use retrieval software, and can even be reported on.

Ease of use is built in. Documents can be captured and indexed individually, in batches or by barcode. Captures are automatically tracked, with full auditability from individual files to system level. Reporting can be done by date or user range.

When we have our end of year audit, the Document Management facility saves time from my point of view and from the auditors point of view.

Mark Hatchely, Seawhite of Brighton

  • Overview

    • Fully integrated application of Opera 3
    • Captures any file type
    • Instant Retrieval
    • Manual or Barcode Indexing
    • Content Indexing and Deferred Indexing
    • Reduces paper waste and helps your business ‘go green’
    • High level of security down to individual data level
    • Ability to set up user roles with access rights
    • Transactions tracked, with full auditability from individual files to system level
    • Reporting by date or user range
    • Available as a desktop version for other employees not using Opera 3

    A complete document imaging and file management solution, Document Management handles all key business information: general correspondence, customer purchase orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as timesheets and requisitions, payroll & HR documents and many others. And you’ll never lose paperwork again.

  • Easy To Use

    You’ll find Document Management easy to use and also has user configurable screens. Images held within the system can be accessed using friendly, easy to use retrieval software for instant access. Your staff can be up and running straight away - and start utilising your investment.

    Five Primary Functions

    • Capture
    • Indexing
    • Retrieval
    • Archive
    • Reporting

    Content Indexing

    Content Indexing captures words from machine typed text, scanned images, .txt and .doc file types and uses the text to index the document. This automated method of indexing documents is in addition to Manual Indexing and Barcode Indexing, making it even easier to retrieve documents.

    Content Indexing enhances the use of captured data within Document Management with:

    • Inclusion and exclusion dictionaries which allow you to manage the words that are used to index the document
    • Improved retrieval and analysis of data which allows for cross reference of documents using any combination of words and terms

    Deferred Indexing

    Captured data can either be indexed at the point of capture, or at a later stage with Deferred Indexing. Users will enjoy greater flexibility including:

    • Documents can initially be captured as a batch with a name without being indexed, and can optionally be assigned to a user for future indexing
    • Ability to browse, create and index a batch from images created by multi-function devices such as large photocopiers that ‘scan’ to a path on the network