Installation guide

18 Zetadocs for NAV Essentials Installation Guide
© 2013 Equisys Ltd
2. Configuring Document Queue Options
Zetadocs comes with two Document Queues setup a standard, a Sales and a Purchase Document Queue, with other
custom queues available with Capture Plus. To configure the Zetadocs Server to communicate with the document
queues these first need to be configured.
Creating the Document Queue Folders
Each document queue requires a network folder into which captured documents are placed for processing and
conversion, and to which all users of the queue have full access permissions.
Create the required folders e.g. Sales Document Queue.
View its Properties and ensure the Share this Folder radio button is checked.
Select the Permissions button and assign the necessary permissions.
o USERS: Share permissions with a minimum of Change and Read Permissions. Full Permissions are
recommended.
o SERVICE: The Zetadocs DIRMonitor Service must have access to the queue folders. To do this add FULL
Permissions to the SYSTEM user or whatever network user the service is running as.
Document Queue Settings in NAV
The Zetadocs Document Queue card will have been populated by the configuration file imported earlier with default
values.
For NAV 2013 navigate to Administration > Application Setup > Zetadocs Setup > Zetadocs Document Queue
List.
For NAV 2009 navigate to Administration > Application Setup > Zetadocs Setup > Zetadocs Document Queue
Setup.
Select the Queue you wish to adjust, it will contain the following fields.
o No.: The document Queue ID, can be left as is.
o Name: The name of the Document Queue, edit as required.
o Path: The location of the document queue folder you created in the previous step, enter in the format \
\ExampleServerName\Sales Document Queue\
o Archive Documents: Checking this option means all processed documents will be archived to SharePoint.
o Archive Original: Checking this option means Zetadocs will archive the original document to SharePoint rather
than the version converted to pdf. The conversion will still take place ensuring that any OCR or barcode
recognition is still performed.
o Delete After Archive: Checking this option means documents will be deleted from the document queue after
being successfully archived.
o Show Delete Confirmation: Checking this option determines whether a user is to be asked to confirm deletion
of documents.
o Auto Link Documents: (Not supported with Capture Essentials) Checking this option enables Auto Link
functionality. This determines whether the document queue will call the GetAutoLink function in the Zetadocs-
Send Customize codeunit. This option need to be checked if you are intending to use OCR or barcode matching.
o Check Out on View: Checking this option means that when documents are viewed in the document queue they
are also checked out.
The list at the bottom of the Document Queue card shows the menu items available to the user, when they click the
Archive button from the Zetadocs Document Queue form.
The Zetadocs Server Configuration File
The Zetadocs Server settings are modified using a Config.xml file, this is located in the Zetadocs Server installation
location usually C:\Program Files (x86)\Zetadocs Server\Document Converter. Open this file in a text editing
program such as Notepad.exe. The Config.xml file contains settings which govern how documents are captured and