Document registration
Every document type (letter, invoice, request) is a custom object with its own fields, numbering and record view.
System features
Document workflow - documents under control from intake to archive
Register documents, route them through approval and keep every file version with the case, instead of scattered across inboxes and drives.
In short
Opero combines document workflow with file management: a document has its own record, an approval path and a complete set of versioned files. All of it with a full history and access control.
What you get
Record, approval path and files as one whole.
Approval flow
The document moves through defined stages: assignment, review, approval, archiving.
Intake forms
Controlled registration and assignment views, different for the front office, the department and the approver.
Files and versioning
Attachments bound to the record: stored, versioned and searchable, with permission control.
Document templates
Generate contracts, letters and decisions from record data using templates with variables, always in the current version.
More about this
Documents under control from intake to archive.
Electronic document workflow in Opero puts every letter, request and invoice on a controlled path: from intake, through assignment and approvals, to archiving. A document gets its own record built as a custom object, with intake fields and numbering, plus a flow built on stages and transitions. That makes it clear where a case is and whose desk it is on.
The file-management layer keeps files where they belong: attached to the case record. Attachments are stored, versioned and searchable, with permission control, so documents do not get lost across drives and inboxes. Document templates generate a contract, decision or letter straight from record data, always in the current version and format.
Combining document workflow and file management on one platform means the flow, the data and the files are not split across separate tools. That is a shorter path for a case, less manual retyping, and a full history for control and compliance.
Questions
Frequently asked questions.
What is the difference between document workflow and a DMS?
Document workflow is the path a document takes through the company (registration, approvals, archiving). A DMS manages the files themselves: storage, versioning, search and permissions. Opero combines both.
Can documents be generated automatically?
Yes. Document templates produce finished letters and contracts from record data, combining variables with fixed content.
Related features
See also
Processes and workflowDesign every flow of work as a process. Approvals, document routing and procedures move through defined stages, so nothing gets lost between departments.No-code platformConfigure objects, forms, menus and dashboards visually in Opero.Security and permissionsRoles, permissions, multiple companies and API tokens under control. Company data protected to the standard IT departments expect.
Next step
Put document flow in order.
See how Opero carries a document from intake to archive with no gaps and no lost files.