SharePoint Integration Pegasus Authorised Developer

AutoFiling — Digital Document Management for Pegasus Opera 3

AutoFiling links your Opera 3 records directly to secure cloud document storage via SharePoint. No paper trails. No misfiled records. No wasted time searching. Compatible with all versions of Opera 3.

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Secure digital filing linked directly to Opera 3 and SharePointFile, retrieve, view and share documents from within Opera 3. Supports 200+ file types and compatible with WIA scanners.

Compatible with all versions of Opera 3Works with Opera 3, Opera 3 SQL and Opera 3 SE — including a built-in conversion routine for upgrading from the existing Document Management module.

Access anytime, anywhere — with automated backupsDocuments stored securely in the cloud with robust integrity controls. Teams can search, share and collaborate whether in the office or working remotely.

Purpose-built for Opera 3 — not a generic toolDeveloped specifically for Opera 3 by a Pegasus Authorised Developer. Available in Standard and Premium editions to suit any size SME.

Sound familiar?
Hunting through folders for a supplier invoice Documents saved in inconsistent locations Paper invoices piling up with no digital copy Can't link documents to Opera 3 transactions No audit trail when documents go missing Wasted time at audit or year-end
Key features

Everything AutoFiling does for your Opera 3 team

AutoFiling is a digital document management system built for Pegasus Opera 3. Scan, store and retrieve any business document, with full SharePoint integration, secure cloud access and a one-step migration tool for upgrading to Opera 3 SQL SE.

Capture & store

  • Scan paper documents directly using WIA-compatible scanners
  • Select and upload existing digital files
  • Supports 200+ file types — PDF, Word, Excel, images and more
  • Customisable filing reference for each document
  • File against any Opera 3 record in a single step
  • Automated backups — documents safe and always available

Opera 3 integration

  • Capture, view and search documents from within Opera 3
  • Works with Opera 3, Opera 3 SQL and Opera 3 SQL SE
  • Conversion routine for existing Opera 3 Document Management data
  • Integration with existing apps and business processes
  • Available in Standard and Premium for any size SME
  • Works alongside AutoInvoicing and AutoApprovals

SharePoint & access

  • Full integration with Microsoft SharePoint
  • SharePoint search and indexing for instant retrieval
  • Access anytime, anywhere via web browser
  • Flexible SharePoint permissions and access controls
  • View, copy, email or print retrieved documents
  • Robust security, encryption and GDPR compliance
67%
Reduction in document processing time
99%
Accuracy in document handling
80%
Improvement in workflow efficiency
200+
File types supported
How it works

Easy steps to automating your document filing

AutoFiling works in two simple flows, filing a document against an Opera 3 record, and retrieving it again later. Both take seconds.

File a document
1

Select the Opera 3 record

Open the relevant record in Opera 3 — a purchase ledger entry, supplier account, sales transaction, or any other record you want to associate the document with.

2

Scan or select the file

Scan a paper document directly using a WIA-compatible scanner, or select an existing digital file from your computer. AutoFiling supports 200+ file types including PDF, Word, Excel and images.

3

Customise the filing reference

Set or confirm the filing reference for the document — this is what allows you to search for and retrieve it later. AutoFiling can suggest references automatically based on the Opera 3 record.

4

Filed — stored in Opera 3 and SharePoint

The document is stored securely against the Opera 3 record and synchronised to SharePoint automatically. It is now searchable and accessible from Opera 3 or any web browser.

Retrieve a document
1

Select the Opera 3 record

Open the relevant record in Opera 3 — or search directly in SharePoint by keyword, date, supplier name, reference, or any other field. No folder structures to navigate.

2

Select the file

All documents filed against that record are listed immediately. Select the one you need — a specific invoice, delivery note, or any other document attached to that transaction.

3

View, copy, email or print

Open the document to view it on screen, copy it, send it by email directly from AutoFiling, or print it — all without leaving Opera 3 or the browser. No manual searching, no delays.

Upgrading from Opera 3 to Opera 3 SQL SE?

AutoFiling includes a built-in conversion utility to migrate your existing Opera 3 Document Management files in a single step — no manual re-filing required.

  • Run a test conversion first to review any errors before going live
  • Optional date range to limit how many years are transferred
  • Automatically creates non-standard Opera 3 folders from your existing setup
  • Thousands of documents transferred — saving days of manual work
Full guide to how AutoFiling works
See it in action

Watch AutoFiling archive and retrieve a document in Opera 3

See how AutoFiling captures a supplier invoice, files it against the Opera 3 transaction, and makes it instantly retrievable — with no manual filing and no folder structures to manage.

Watch on YouTube
Frequently asked questions

AutoFiling for Pegasus Opera 3 — questions answered

The most common questions we receive about document archiving and filing in Pegasus Opera 3.

AutoFiling is a digital document management system built specifically for Pegasus Opera 3. It allows users to scan, store and retrieve any business document directly within Opera 3 — with full SharePoint integration so documents are also accessible via web browser from anywhere. It also includes a migration tool for upgrading existing Opera 3 document data to Opera 3 SQL SE.
AutoFiling supports 200+ file types — including PDF, Word, Excel, images and scanned paper documents. You can scan paper documents directly using a WIA-compatible scanner, or select and upload existing digital files. Any document critical to your business can be captured and stored.
AutoFiling is built specifically for Opera 3. From within any Opera 3 record — a purchase ledger entry, supplier account, sales transaction or other record — you can scan or select a document, customise the filing reference, and store it in one step. The document is then immediately viewable from the same record. It works with Opera 3, Opera 3 SQL and Opera 3 SQL SE.
Yes. AutoFiling includes full SharePoint integration. Documents filed in AutoFiling are automatically synchronised to SharePoint, so your team can access them from Microsoft Teams or SharePoint as well as directly from within Opera 3. This is particularly useful for remote or hybrid teams.
AutoFiling includes a built-in conversion utility specifically for businesses upgrading from Opera 3 to Opera 3 SQL SE. It migrates all documents held in the existing Pegasus Opera 3 Document Management module into AutoFiling in a single step — thousands of records transferred without manual re-filing. You can run a test conversion first to review errors before transferring live documents, and select a date range to control how many years are migrated.
Yes. AutoFiling and AutoInvoicing are designed to work together as part of the Opera 3 automation suite. When AutoInvoicing processes and posts an invoice, AutoFiling archives the original document image against the transaction automatically. You can also use either product independently.
Yes. AutoFiling supports GDPR-compliant document retention and HMRC digital recordkeeping requirements. Every document is stored securely with a full audit trail, making it straightforward to produce records for auditors, HMRC inspections or internal reviews.
AutoFiling works with Pegasus Opera 3, Opera 3 SQL and Opera 3 SQL SE. No upgrade to Opera 3 is required to use it.

Ready to find any document in seconds?

Book a free demo and see AutoFiling working with your own documents in Pegasus Opera 3.

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