Pegasus Document Management

Information is vital to business but it’s how you manage it that really makes the difference. With Document Management for Pegasus Opera II, all your essential business documents can be scanned, indexed and archived electronically, with instant retrieval from users’ desktops. 

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. 

Document Management has five primary functions:

• Capture (from a scanned image or electronic file)
• Indexing
• Retrieval
• Archive
• Reporting

Document images stored within the system can be accessed either through retrieval options in the Opera II ledgers and modules or from Document Management Processing. 

Functionality

• Manual or barcode indexing
• Capture, retrieval and archiving of electronic files
• Transactions are tracked, with full auditability from individual files to system level
• Reporting by date or user range
• High levels of security including full user/department security to single image level and encryption of names, descriptions and images

 Key benefits

 Moving from paper-based to electronic environments can have invaluable benefits for businesses across all industries:

• Paper waste is significantly reduced
• The risk of misplacing documents is eliminated
• Files are kept in a central location
• Legislative data storage requirements are more easily met
• The need for office space to store document archives is minimised
• The quality and speed of customer care is improved
• Access to files and documents is quick and easy for efficiency and effectiveness
• Going green is simplified