Installation guide

13Delivery Essentials Configuration
© 2013 Equisys Ltd
Zetadocs Templates combine stationery overlays and attachment documents as well as supplementary addressing
for any document sent using that template from the Zetadocs Client.
Note: If you are installing in a language other than English you should first check the templates folder of your
product download as it contains a folder with sample templates specific to your language.
Document Template Features
Attachments: The document template can include an attachment to allow you to include your own company specific
documents like terms and conditions etc. This is in addition to the copy of the document being sent.
Stationery: A single stationery file can be used to add the companies branding to all documents being sent out.
Message Body Text: The message body text contains the email message body and subject, this can be used with
dynamics fields to populate information from NAV automatically into the email reducing the time required to process
business documents.
Sample Templates
To speed the setup of your system we have provided a set of generic templates which can be used to quickly get
you up and running, these contain.
Attachments: No default attachments are included with the sample templates.
Stationery: The sample templates all point to the same stationery file meaning that by updating this one file to
match your companies existing documentation all documents sent by the system will be branded.
Message Body Text: A default email message is provided for the main document types, with dynamic fields
automatically populating it with key data, shown in red below.
Subject: Order Confirmation for order number: 300381 for Equisys Ltd
Message Body:
FAO: John Smith
Dear Customer,
I'm pleased to attach your order confirmation, reference number 300381.
Kind regards,
Sales Team
For details on adjusting the Zetadocs Templates open the Zetadocs Client and view the help files.
Template Settings
Zetadocs Templates combine stationery overlays and attachment documents as well as supplementary addressing
for any document sent using that template from the Zetadocs Client. Zetadocs will already have created entries for
each type of report supported, these can be modified in the Zetadocs Client, the section on document templates
explains this further.
To access the Template Settings in NAV 2013:
Open the Windows Client and in the Navigation Pane select Departments > Administration > Application
Setup > Zetadocs Setup > Zetadocs Template List.
To access the Template Settings in NAV 2009:
Open the Classic client and in the navigate to Administration > Application Setup > Zetadocs Setup >
Advanced Settings > Zetadocs Templates.
Available Options
Template ID: The ID specific to this particular template.
Path: Contains the path to the folder which stores your templates.
Name: Contains the filename of the template to be used.
Description: A description of the template to help you identify it.