Installation guide

12 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
Delivery Essentials Configuration
The configuration data imported earlier will have provided a basic working system that should be capable of
sending reports from NAV to recipients and archiving them. This chapter covers how you modify the configuration to
fulfill your specific requirements. For further information on any field in the settings simply press F1 with it selected.
You should have already configured the Zetadocs General Settings during the configuration import earlier, so we
can proceed with customising the Delivery settings.
Delivery Settings
The Zetadocs Delivery Settings are only relevant to Delivery Essentials users and enable you to specify options
applied to documents on sending. This does not include addressing or delivery method, which are determined
using the Delivery Rules but covers the standard actions that will be applied to all sent items.
To access the Delivery Settings in NAV 2013:
Open the Windows Client and in the Navigation Pane select Departments > Administration > Application
Setup > Zetadocs Setup > Zetadocs Delivery Settings.
To access the Delivery Settings in NAV 2009:
Open the Development Environment and navigate to Administration > Application Setup > Zetadocs Setup >
Zetadocs Delivery Settings.
General Settings
Fax Enabled: Requires the installation Zetafax. If you have Zetafax installed check this option.
Reference Prefix: The reference prefix is printed onto documents sent using Zetadocs, it can be a maximum of 15
characters long.
Sent Items Settings
Archiving Sent Items Enabled: Checking this box results in documents, sent using Zetadocs PDF, being archived in
a central shared network folder. This occurs in addition to any SharePoint archiving setup.
Archive Location: The location of the shared network folder for archiving, it requires a suitable network folder
location. You must also ensure that all Zetadocs enabled users have permission to access this folder. Note: This
option does not support any of the Zetadocs for NAV search features which require SharePoint integration.
Folder Name Structure: Subdivides archived documents into subfolders of the SharePoint document library based
on information from the sent record. You can specify up to three of these values to generate your file plan using the
Folder Option 1, 2 and 3 fields.
o COMPANY – The recipient NAV Customer name
o DATE – The Date with a format specified by the Date Folder Naming property
o DOCTYPE – The Document Type as specified for the current Zetadocs Document Set, or its override in the
Zetadocs Report Settings
Date Folder Naming: Allows you to specify the format of the date folder structure in the SharePoint archive. E.g.
YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY etc.
Document Templates
The final area of system settings we need to configure are the Template settings, however before looking into the
settings it is recommended that you first familiarise yourself with templates and what they can offer your system.