Installation guide

23Capture Essentials Configuration
© 2013 Equisys Ltd
Check Shared Location Updating
Create an email with an attachment and save it as a .msg file into the Zetadocs Document Queue’s shared folder
location.
Select the Queue > Refresh menu button and ensure that the saved email.msg file is now in the Document
Queue converted into pdf format.
Select the entry in the Zetadocs Document Queue and click Item > View, ensure that the item is viewable in pdf
format
Select the entry in the Zetadocs Document Queue and click Item > View Original, ensure that the item is
viewable in its original format.
Check Printing
Select the scanned .pdf file and click Item > Print, when prompted select a physical printer and click print. Ensure
that the document prints to the printer.
Select the recently added email with attachment(s) now stored as a pdf file and click Item > Print, when
prompted select a physical printer and click Print. Ensure that the document prints to the printer and that the
attachments are printed out also.
Check Delete
Select an entry in the Zetadocs Document Queue and click Item > Delete. Ensure that the document is removed
from the Queue and also that it successfully deletes the file from the Zetadocs Document Queue network folder
location.
Creating Documents using the Sales and Purchase Document Queues
The Sales and Purchase Document Queues have the capacity to generate a number of different documents within
NAV. These are predetermined and you should do a test for each that you intend to implement in the system.
Creating a Document using the Sales and Purchase Document Queues
Open NAV and open the Zetadocs Sales Document Queue.
Ensure the queue is populated with a selection of sample or test documents.
Select one of the items from the queue and select Create and then the type of document you wish to test. In this
case we’ll look at a Quote, normally a user would view a queue item using the Zetadocs Viewer and use this as
the basis for filling in the quote, order invoice etc details.
This will display the Sales Quote window. Fill in the form as usual and when finished click the Print button.
This displays the Sales - Quote dialog box. To send your documents using Zetadocs, check that Send using
Zetadocs is selected on the Options tab.
Click Print again. This displays the Sales – Quote - Print dialog box. Click OK. This displays the Zetadocs Delivery
window, where you can change any settings if you want to, e.g., if you want to address your quote to a different
contact, or if you want to change the template.
On the Zetadocs Delivery window, if you select Preview in Zetadocs Client before sending, this allows you to
preview your document in the Zetadocs Client before actually sending it. But if you do not select this option, your
document is sent directly to the recipient.
After sending the order, the Send Result dialog box is displayed, showing you the result. If you click the Show log
button, you can see information about the Quote you sent, and it will also tell you the location where the Quote
has been archived as per your archiving options in Microsoft SharePoint.
You can now close the Sales Quote window. The Zetadocs Status Message is displayed advising you that a copy
of your document that you have just processed from the Zetadocs Document Queue, has been saved in the
archive and will also give you the archive location in Microsoft SharePoint. You will be asked whether you want to
delete the document from the document queue. If you no longer require the document to be in the Document
Queue, you can delete it. You can always go back to the Microsoft SharePoint location where the document was
saved to view it.
Repeat this process for the other Sales items and the Purchase queue as required.
Open your SharePoint Archive and ensure the documents have been archived as expected.