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Document Management...

Document Management


In the current economic climate, companies are looking at ways to reduce costs and improve productivity. There has never been a better time to reduce paper waste, get organised and go green by moving towards a paperless office with Document Management for Opera II, a complete image capture and file management system. 

Document Management captures all your essential documents and stores them electronically, for instant access. It integrates seamlessly with Opera II and will drive significant cost savings to any organisation.

Document Management Accounting Software Helping businesses reduce paper waste and save money

Functionality Summary

  • Fully integrated module of Opera II
  • Captures any file type
  • Instant Retrieval
  • Manual or Barcode Indexing
  • Content Indexing and Deferred Indexing with Advanced Document Management
  • 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

Document Management
 

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.

Five Primary Functions

  • Capture
  • Indexing
  • Retrieval
  • Archive
  • Reporting

Easy to use

You'll find Document Management easy to use and also has user configerable 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.
 

Advanced Document Management

Advanced Document Management extends the functionality of Document Management with two new functions, Content Indexing and Deferred Indexing.

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
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