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Pegasus Document Management

Fast access to your documents when you need them

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
Finance Manager

Summary

"Document Management keeps everything in one places and saves an awful lot of paper"

Shirley Harris
Managing Director
  • Fully integrated application of Opera 3
  • Captures any file type
  • Instant Retrieval
  • Manual or Barcode Indexing
  • Content Indexing and Deferred Indexing
  • Fully integrated application of Opera 3
  • 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 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 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.

Five Primary Functions

  • Capture
  • Indexing
  • Retrieval
  • Archive
  • Reporting

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.

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.

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at info@tmb.co.uk or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..