Installation guide

16 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
Form No.
Form Name
507
6630
130
132
134
6660
49
50
51
52
509
6640
138
6650
140
136
Blanket Sales Order
Sales Return Order
Posted Sales Shipment
Posted Sales Invoice
Posted Sales Credit Memo
Posted Return Receipt
Purchase Quote
Purchase Order
Purchase Invoice
Purchase Credit Memo
Blanket Purchase Order
Purchase Return Order
Posted Purchase Invoice
Posted Return Shipment
Posted Purchase Credit Memo
Posted Purchase Receipt
The Zetadocs Rules menu item can be added to the cards listed in the table below:
Form No.
Form Name
21
26
Customer Card
Vendor Card
Open NAV and choose one of the cards above e.g. the Customer Card.
Click on the Customer button and it will expand revealing a number of options.
Zetadocs Archive and Zetadocs Rules should appear at the bottom of this list as shown in the figure below.