Does Pegasus Opera 3 SQL SE Have a Document Management Module?

Does Pegasus Opera 3 SQL SE Have a Document Management Module?

Pegasus Opera 3 SQL SE supports document management through a fully integrated solution that works directly within the Opera system. This allows businesses to capture, store, retrieve, and manage documents alongside their financial and operational records.

Document Management in Pegasus Opera 3 SQL SE

Pegasus Opera 3 SQL SE is a robust and flexible accounting and business management system used by organisations that need strong financial control and operational efficiency.

To complement these core capabilities, Pegasus Opera 3 SQL SE can be extended with an integrated document management solution. This allows businesses to securely capture, store, and access documents directly within Opera, keeping critical paperwork and digital files closely linked to the relevant records.

With document management integrated into Pegasus Opera 3 SQL SE, users can work more efficiently by managing documents alongside their financial and operational data, all within a familiar Opera environment.

What Does the Document Management Integration Do?

When added to Pegasus Opera 3 SQL SE, the document management module allows users to:

• Scan, capture, and store documents directly against Opera records

• Browse and retrieve documents within Opera

• View documents through a standard web browser

• Securely archive both paper and electronic files

• Access documents anytime, anywhere
  
  

Key Features Available with Document Management for Opera 3 SQL SE

The integrated document management solution includes:

• Capture, view, and search documents in Opera 3 and the cloud

• Support for 200+ file types, including PDFs, images, and Office files

• utomated document filing and retrieval

• Robust security and data integrity

• Integration with SharePoint and existing applications

• Automated backups

• High-volume document handling

• Compatibility with WIA scanners

• Available in Standard and Premium editions for SMEs of all sizes 
  
  

How Document Filing Works Inside Opera 3 SQL SE

The document workflow is designed to be simple and efficient:

Filing Documents

1. Select the relevant record in Opera

2. Scan a document or select an existing file

3. Customise the filing reference

4. File the document securely

Retrieving Documents

1. Select the record in Opera

2. Choose the required document

3. View, copy, email, or print instantly 

This removes the need for shared drives, manual folders or paper filing systems.

Can Existing Documents Be Migrated?

Yes.

An Opera 3 conversion routine is available, allowing businesses to migrate documents from an existing document management setup into the new integrated system.

Where Are The Documents Stored?

The document management solution (designed for Pegasus Opera 3, Opera 3 SQL, and Opera 3 SQL SE) includes full integration with SharePoint, allowing documents to be filed, stored and accessed using SharePoint as part of the overall document management setup.

This means SharePoint can be used as the underlying document repository while still enabling users to:

• Capture, view, and search documents from within Opera

• Link documents directly to Opera records

• Manage documents securely and centrally

• Access files via the cloud where required

Pegasus Opera 3 SQL SE – Document Management FAQ

Does Pegasus Opera 3 SQL SE include document management?

Pegasus Opera 3 SQL SE supports document management through an integrated solution that works directly within the Opera system. This allows documents to be captured, stored, and accessed alongside financial and operational records.

What types of documents can be managed?

A wide range of document types can be managed, including:

• Sales and purchase invoices

• Delivery notes and orders

• Contracts and agreements

• Statements and reports

• Emails and scanned paperwork

The system supports over 200 file types, including PDFs, images, and Microsoft Office documents.

How are documents linked to records in Opera?

Documents are stored against specific records within Pegasus Opera 3 SQL SE, such as customers, suppliers, or transactions. This ensures documents are always available in the correct context and easy to retrieve.

Can documents be scanned directly into the system?

Yes. Paper documents can be scanned and captured directly into the document management system, then automatically linked to the appropriate Opera record.

Can users access documents outside of Opera?

Yes. Documents can be viewed and retrieved via a web browser, allowing authorised users to access files even when they are not logged into Pegasus Opera.

Does the document management system work with SharePoint?

Yes. The document management solution supports full integration with SharePoint, allowing SharePoint to be used as the document repository while maintaining seamless access from within Pegasus Opera 3 SQL SE.

Is the system secure?

Yes. Document management includes robust security controls to protect sensitive business information. Access can be restricted based on user permissions, helping organisations meet internal governance and compliance requirements.

Can existing documents be imported?

Yes. Existing electronic documents and historical files can be brought into the document management system, creating a single, centralised document library linked to Opera records.

Is the solution suitable for high document volumes?

Yes. The system is designed to manage high volumes of documents efficiently, making it suitable for growing businesses with increasing document storage and retrieval needs.

Are backups included?

Yes. Automated backups help protect documents and ensure business continuity in the event of data loss or system issues.