Document Automation Case Studies

Learn how ActiveDocs customers have reduced risk, cut costs, improved efficiency and accelerated revenue with the ActiveDocs Opus suite.

Employsure Logo


“ActiveDocs document sets and adaptive workflows provide efficient and accurate client document generation at Employsure.”

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Regis Logo

Regis Aged Care

“ActiveDocs smart calculations, business rules, and optimised approval streamline resident document generation for Regis.”

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VLA Logo

Victoria Legal Aid

“ActiveDocs Opus integrates with Atlas Grants, Office 365, SharePoint Online, HR and CMS to create 1000s of types of legal documents at VLA.”

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Queensland Building and Construction Commission

“ActiveDocs Opus supports efficient, responsive document generation processes and template maintenance at QBCC.”

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Urban Counties Logo

Texas Conference of Urban Counties

“ActiveDocs Opus helps Urban Counties juvenile justice system keep better track of minors in need of services.”

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TechnologyOne Logo


“ActiveDocs Opus reduces days to minutes, improving efficiency and productivity in document generation at TechnologyOne.”

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Callcredit Group Logo

Callcredit Group

“Reliance on manual templates and time-consuming manual document generation has been completely eliminated with ActiveDocs Opus.”

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The Response Group Inc Logo

The Response Group Inc

“ActiveDocs Opus eliminated reliance on subject matter knowledge and long hours spent processing data, copying and pasting, and editing Microsoft Word documents.”

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CoBank Logo

Cobank – Professional Services

“Overall, every ActiveDocs deadline was met and the entire project was delivered within 5% of budget.”

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CoBank Logo


“The automation and template rationalization process saw a reduction in the number of templates by nearly 80%.”

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Silver Fern Farms Logo

Silver Fern Farms

“The implementation of our quality documents solution has shown that ActiveDocs Opus is a key piece of our content management puzzle. It works seamlessly with the SharePoint and Nintex products. It’s been gratifying to me that that it’s worked so well, and this solution provides a good template for the future.”

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BP Logo

BP International

“Seamless integration with existing systems and data sources dramatically reduced the time needed for deployment of the document automation solution. The business user can utilize data from SAP and other corporate repositories, and can create documents without the need to involve the IT team in the process of document generation or template creation.”

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ABB Logo


“The powerful ActiveDocs Opus Rules Engine allows the automatic selection of Templates, optional content, shared content, external content, data, language, wording, and presentation; all the necessary touches that distinguish great documents from merely good ones.”

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Shell Logo

Royal Dutch Shell

“Lack of automation to implement business rules… proliferation of hundreds of templates… business rules implemented as written instructions…”

ActiveDocs Opus made it possible to enforce compliance and remove risk from complex HR transactions.

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“As we knew that document automation with ActiveDocs Opus-generated documents could meet all the new standards we decided to integrate it with all of our banking systems that need to create electronic or printed documents.”

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Cleary Hoare Solicitors Logo

Cleary Hoare Solicitors Cloud Documents-as-a-Service

“Cleary Hoare’s customers can create and receive their highly complex legal documents within minutes instead of days and enjoy the convenience of payment by credit card.”

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Finnish Centre for Pensions Logo

Finnish Centre for Pensions

“We now have an overall solution where external processes, ActiveDocs Opus, our Portal and Document Management are integrated. ActiveDocs fills well the role as the document creation, editing and template design & management solution.”

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Bayer Logo

Bayer HealthCare Pharmaceuticals

“The in-depth integration of ActiveDocs Opus with SharePoint resulted in rapid deployment of the solution, and the intuitive environment of Microsoft Word that is used for template design made the conversion of existing documents into templates an uncomplicated task.”

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Farm Credit Services of America Logo

Farm Credit Services of America

“We're doing more business with the same number of people. We needed speed, volume and the flexibility to modify document creation processes to comply with regulations. We get all of that from ActiveDocs Opus.”

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Choice Legal Group Logo

Choice Legal Group

(formerly Law Offices of Marshall C. Watson)

“The ActiveDocs Opus system enables us to do everything on the Web at a reasonable cost.”

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Consolidated Civil Enforcement Logo

Consolidated Civil Enforcement

“The more files a recovery manager can handle, the more profitable they become. A large part of their job can be tedious document creation. If we can increase their productivity and reduce the tedium, it’s a win-win situation.”

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New Directions Behavioral Health Logo

New Directions Behavioral Health

“Our ActiveDocs Opus implementation is part of our process of writing our own core systems then integrating them with products that handle complementary functions much better than we could on our own. It’s a perfect example of where we’re heading architecturally.”

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Delta Dental of Arkansas Logo

Delta Dental of Arkansas

“What used to take an hour now takes about 30 seconds. Changes that might have taken four-to-eight hours can now be done in minutes. No programmers are involved anymore. I can make changes without pulling developers off other projects.”

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Ricoh Logo


“It saves the sales people a lot of time. Eighty percent of the content they need is already created, so they just have to select and change it through the Opus system. They can customize proposals for each prospect, depending on what the prospect is interested in.”

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Nexus IS Logo

Nexus IS

“With ActiveDocs Opus we are better able to control the content that goes out to customers while strengthening our brand.”

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Washington State Department of Ecology Logo

Washington State Department of Ecology

“With ActiveDocs Opus there’s one golden version of the language that everyone in the regional offices uses, so they’re always getting the correct content.”

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National Rural Electric Cooperative Association Logo

National Rural Electric Cooperative Association

“With ActiveDocs Opus, we can quickly and easily do all the content merging that creates our documents. We can run thousands of documents in a short time, versus our previous manual process that could take weeks.”

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Contact us to find out how ActiveDocs Opus can help you achieve compliance, and automate your documents.

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Shell Logo

See how Shell uses ActiveDocs Opus to ensure compliance of their HR documents globally.
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Nexus IS logo

Learn how Nexus creates statements of work accurately and efficiently.
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Washington State Department of Ecology Logo

Discover how Washington State Department of Ecology creates complex reports with ActiveDocs Opus.
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