Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 107
Zetadocs Capture Plus
Zetadocs Capture Essentials and Express Functionality plus:
Document queues with own actions (non-standard)
Customisation in NAV by writing C/AL code (Run additional business logic)
Automated filing using barcodes (requires additional Abbyy license)
Custom metadata, file plan (site, content type, folders)
18.7 Archiving File plan
Zetadocs allows you to archive captured and delivered documents to a SharePoint archive using our file
plan settings to ensure it is all filed according to your settings. Below is advice on how to get the best
performance from your SharePoint archive as building very large libraries can impact performance of
SharePoint and the rate at which Zetadocs can access your archive.
Settings Available
Zetadocs has settings which determine the plan for storing documents which is set via the General Settings
Form. This allows you to configure the following options to create subfoldering for your site.
Folder Name Structure: Subdivides archived documents into subfolders of the SharePoint document library
based on information from the sent record. You can specify up to three of these values to generate your file
plan.
o COMPANY – The recipient NAV Customer name
o DATE – The Date with a format specified by the Date Folder Naming property
o DOCTYPE – The Archive Document Type as specified for the current Zetadocs Document Set, or its
override in the Zetadocs Report Settings
Date Folder Naming: Allows you to specify the format of the date folder structure in the SharePoint archive.
E.g. YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY etc.
Recommended Settings
It is recommended that you attempt to ensure that the foldering options reflect the likely rate of archiving
on the system. For performance reasons it is best to keep the contents of a subfolder to less than 1000
items. For example if you were to process 250 invoices a week, a folder structure changing on a monthly
basis would be sufficient to avoid any potential performance issues.
For details on appropriate SharePoint server sizing click here.