Installation guide

15Delivery Essentials Configuration
© 2013 Equisys Ltd
Open the Windows Client and in the Navigation Pane select Departments > Administration > Application
Setup > Zetadocs Setup > Zetadocs Report Settings.
To access the Report Settings in NAV 2009:
Open the Development Environment and navigate to Administration > Application Setup > Zetadocs Setup >
Advanced Settings > Zetadocs Report Settings.
Select the report you wish to put into test mode and locate the Test mode checkbox.
Ensure this is ticked for each report you are testing, you will need to undo these steps once testing is complete.
Zetadocs for NAV Document Delivery
Create a dummy entry in NAV e.g. a sales order and print it to Zetadocs, address it to yourself and send the
document. Ensure it arrives and displays as expected, before navigating to your archive and ensuring it has been
archived.
Single Send
Select the Administration option in the Navigation pane and then Application Setup, open the Zetadocs Setup
section and select the Zetadocs System Rule Card, or search for it in the NAV 2013 Windows Client.
Select the document set relevant to the report you are testing e.g. Sales Orders.
Select the Sales and Marketing option in the Navigation pane.
Open the Order Processing section and select Orders, or search for it in the NAV 2013 Windows Client.
Select or create a suitable order record and select Print > Order Confirmation, a print dialog will appear, select
Print.
The Zetadocs Delivery card may appear (shown below) depending on your system settings, this will contain all of
the delivery details according to your current rule setup.
Select OK to send the report, check to ensure it delivers and archives as expected.
Batch Send
Open the Order Processing section and select Orders.
Select a suitable range of records and select Print > Order Confirmation.
The usual print dialog will appear, select Print.
The Zetadocs Batch Delivery card may appear depending on your system settings, this will contain all of the
delivery details according to your current rule setup.
Select OK to send the reports, check to ensure they deliver as expected and archive if this has been configured
as well.
Testing Optional Delivery Features
SharePoint Archiving Support
The archive should already have populated there archive whilst performing the earlier document delivery and rule
tests earlier. As such viewing the document library created earlier should display the items archived.
Checking Zetadocs Form and Zetadocs Archive option additions to NAV
You will need to perform this test if you have imported the Zetadocs for NAV Interfaces .fob file or performed the
equivalent manual steps. The fob file will have added the menu items to the following locations, we would
recommend you test a selection of them as a minimum using both the Role Tailored and Classic clients as
applicable.
The Zetadocs Archive search menu item can be added to the cards listed in the table below:
Form No.
Form Name
21
26
41
42
43
44
Customer Card
Vendor Card
Sales Quote
Sales Order
Sales Invoice
Sales Credit Memo