Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 106
18.5 Point Solutions
Zetadocs offers a range of specific point solutions to resolve specific business requirements, the setup of
these are documented by Technical notes on our website. Details of these will have been provided with
your licencing information.
18.6 Zetadocs NAV Licensing
To successfully install Zetadocs for NAV you require a Zetadocs for NAV VAR NFR granule to be added to
your license and the appropriate Zetadocs licence for the features and user numbers you are setting up.
You will also need a refresh of your standard NAV licence to obtain the free Zetadocs Express Granule.
Required Granules
To use Zetadocs for NAV you require the Zetadocs for NAV Granule to be added to your license.
VAR – Programming access
Granule 9009961 – Zetadocs Execute Granule
End User – Execute only access
Granule 9009970 – Zetadocs for NAV Granule
Granule 9041210 – Zetadocs Express (was added to NAV licenses after June 2011.)
Optional Granules
To take advantage of Zetadocs integration with NAV contacts you require the Contact Management Granule.
Granule 5500 – Contact Management
Granule 5510 – Contact Management – Basic
Zetadocs Feature Licencing
The licence key provided by Equisys reflects the feature set and number of users purchased. The table
below identifies the different licences available and their corresponding features.
License Options
Features
Zetadocs PDF
Send functionality
No batch capability – basic embedded addressing commands
Client displays success dialog after send (No silent mode)
Zetadocs Express
SharePoint Online (Office 365) only
Simple file plan (Zetadocs library only – no sub-folders)
Simple metadata (organisation, record number, from)
Documents Factbox with Simple approval workflow
Save and send from standard Sales and Purchase pages
Drag and drop to any page. Standard Sales and Purchase pages shipped.
Zetadocs Delivery
Essentials
Zetadocs Express Functionality plus:
Works with SharePoint 2010 on premise and on-line
Single send via print button, Batch send via print button (%%[Batch] commands)
Silent mode (Zetadocs client )
Support for bespoke tables and reports from NAV
Populate standard metadata fields on archive (date sent, email to, cc, bcc, recipient,
document type, company number)
Delivery method rules engine (additional recipients, templates)
Sent Items (Network folder save)
Zetadocs Capture
Essentials
Zetadocs Express Functionality plus:
Works with SharePoint 2010 on premise and on-line
Document queues with standard actions (Sales, Purchase and other using standard actions).
Local scan button on Documents Factbox
Populate standard metadata fields on archive (record type, date received, company
number)
PDF/A conversion (using Stellent)
OCR of captured documents (requires additional Abbyy license)
Zetadocs Delivery Plus
Zetadocs Delivery Essentials and Express Functionality plus:
Customisation in NAV by writing C/AL code including:
· adding additional embedded commands (e.g. add additional attachments)
· bespoke business logic to modify recipient or preparation details
Custom metadata, file plan (site, content type, folders)