Installation guide

14 Zetadocs for NAV Essentials Installation Guide

Should you wish to change the template a report uses, for example if you wished to send out Sales Orders for a

period with special attachment and message as part of a special offer. Then you can create additional templates in

the Zetadocs client and assign them by doing the following.

Create a new template based upon the existing Sales Order Template using the Zetadocs Client, the Client has

help files with details on how to do this, this allows you to edit the email message to inform customers of the

special offer and change the attachment for one with details of the offer.

Next open the Windows Client and in the Navigation Pane select Departments > Administration > Application

Setup > Zetadocs Setup > Zetadocs Template List

Fields

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.

To use a new template:

Choose the Template you wish to modify and select OK.

Select the Path option and enter the location of the new template.

The name field will automatically populate, add a suitable Description and close the window.

Any documents which would have been sent with the previous template will now make use of the new one.

This completes the setup of the standard delivery settings which apply across all documents, at this point your

system should be setup to send out your business documents with the correct stationery, attachments and a email

personalised by dynamic fields. The next level of customisation allows you to specify how each type of document is

handled and how specific customers or vendors have their document delivered. The next section will introduce

delivery rules.

Introducing Delivery Rules

When printing a Zetadocs enabled report, Zetadocs analyses each record in turn against the Delivery Rules. These

include details such as the recipient, delivery method (Email, Fax, Hard Copy), Archiving settings and the template to

apply. Zetadocs rules come in four levels. On printing a document to Zetadocs the rules are applied in ascending

order.

Rules Levels:

1. The Default Rule – a basic rule that can be used by any Zetadocs enabled report.

2. Per Document Set – specific settings for Zetadocs enabled documents by type.

3. Per Company – specific settings for Zetadocs enabled documents by company.

4. Per Company, per Document Set – specific settings applied to specific document types when sent to a

specific company.

Testing Delivery Essentials

Activating Test Mode

When testing Zetadocs you can either create dummy records or readdress them as part of the test or you can place

reports test mode, this will stop the report being sent to the Zetadocs Client for delivery. This allows you to test the

system without sending documents to customers.

To access the Report Settings in NAV 2013: