Document Automation Case Studies

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

Scania Logo

Scania Finance

“Interaction between the settlement and leasing teams is now seamless, as both teams can work through the ActiveDocs Opus system knowing that they are working with and referencing a common and correct set of data.”

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Dimension Data Logo

Dimension Data

“Integrating CRM for customer information, MS Project for project data, and ActiveDocs Opus for document generation enhances efficiency and accuracy for Dimension Data and releases valuable consultant time for higher value tasks.”

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Irish Progressive Services International

“The IPSI project has been another successful implementation of ActiveDocs Opus, to enable existing systems to support business-critical processing while utilising state-of-the-art document automation.”

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Cigna Worldwide Life Insurance Logo

Cigna Worldwide Life Insurance Company

“Cigna deployed ActiveDocs Opus in Automated Mode and set out to replace one legacy printing solution at a time. Over the duration of the project, all six disparate systems have been replaced, and thousands of legacy templates have been upgraded to ActiveDocs Opus templates.”

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CoreLogic RP Data Logo

CoreLogic RP Data

“Evaluation of the project has shown that ActiveDocs Opus has reduced the time-to-market when creating new products, and when applying changes to existing ones. The solution has become a universal ‘vending machine’ for documents, which CoreLogic can use to build any type of report.”

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Court Services Victoria Logo

Court Services Victoria

“Integration between ActiveDocs, iManage, and K2 provides a consistent, seamless, and transparent user experience, easily adjustable to match – and thereby encompass and replace – existing non-automated processes.”

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New Zealand Healthcare


“healthAlliance has become a model of how healthcare should be run in the 21st century, where the lean and efficient services organization supports medical professionals who deliver cutting-edge patient care.”

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Juvenile Justice Department

Juvenile Justice Department in the USA

“ActiveDocs Opus began paying for itself in saved labor immediately after it was implemented. The process of compiling the juvenile detention meal distribution list, for example, was reduced to just a few key strokes.”

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International Energy Technology Specialists

International Energy Technology Specialist

“The powerful ActiveDocs Opus Rules Engine and integration with existing data sources ensure that document content and data are accurate, compliant, and fit for purpose.”

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Australian State Government

Australian State Government

“The implementation of ActiveDocs Opus for generation of complex requisition document sets allows this government to empower all its employees to participate in requisition generation while enabling efficient and effective review & approval.”

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Specialist Intellectual Property Legal Firm

Specialist Intellectual Property Legal Firm

“ActiveDocs Opus provides a modern environment for our staff to create documents, without taking away our ability to control content. It is extremely intuitive and easy to use.”

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Shopping Center and Property Management

Major Shopping Center Company in the USA

“Round-tripping control and accuracy enforcement for heavily negotiated lease contracts achieved with ActiveDocs Opus.”

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Life and Private Placement Insurance Provider

Unit-linked Life and Private Placement Insurance Provider

“ActiveDocs solution generates life assurance and private placement life insurance documents compliant with SEC Rule 498.”

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Major Insurance Funding Provider

Major Insurance Funding Provider in the USA

“Production and review of documentation is simplified, with little or no manual editing of output documents. The review process can now focus on special cases.”

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Australian Retail Bank

Australian Retail Bank

“The powerful integration capability of ActiveDocs Opus has resulted in an impressively smooth document generation process.”

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Commercial Property Insurer

Commercial Property Insurer in the USA

“Updates used to take up to six weeks, confined to the standard three-week sprint release cycle of the legacy solution. These changes can now be implemented in a matter of minutes.”

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Specialty Insurer

Specialty Insurer in the USA

“ActiveDocs Opus already automates document generation for the 20 most frequently used product lines, with more products and related documents added every day.”

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Major Insurance Group

A Major Insurance Group in the USA

“The nature of the product means that almost all documents are complex and often exceed a hundred pages. With ActiveDocs Opus, our client can be sure that the content and formatting of documents will always adhere to the specified business rules, regardless of how many products form the policy, or how many options have been quoted in the proposal.”

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Cable TV and Network Provider

Canadian Cable TV and Network Provider

“ActiveDocs Opus enables our client to comply with the CRTC code of conduct for customer communication, making it simple to stay up to date with the most recent guidelines.”

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Cigna Life Insurance New Zealand Logo

Cigna Life Insurance New Zealand Limited

“Cigna’s business users appreciate how quickly changes to the product materials can be applied. As a result, the team […] is regularly approached by its business users for a broader application of the ActiveDocs solution.”

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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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Hire agreements and leasing documentation automated at a large truck and bus manufacturer.

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An energy retailer communicates with 1.5 million clients using ActiveDocs.

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Learn about a major implementation thoughtfully executed in Australia's court system.

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