Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Page 114
Level 4 Rule Test
 Go to the Customer Card and select a customer with an order (or one you are able to create one
for).
 Click the Customer Button and select Zetadocs Rules.
 The Zetadocs Customer Rule Card will open.
 Set the Document Set No. to the document set you wish to modify or create a rule for.
 Modify the settings on the form as desired.
 Print a NAV document and check in the Zetadocs Client that the appropriate settings from that
Customer Rule have been applied.
20.2 Testing Optional Delivery Features
You may remember that earlier you were shown a number of steps which would add functionality to a
Zetadocs system but which were not required on all setups. Should you have installed any of the features
discussed below please ensure you perform the relevant tests to ensure they operate as expected.
NAV Role Tailored Client Compatibility
Those systems which have performed the Role Tailored Client compatibility modifications either manually
or by importing the Zetadocs for NAV Interfaces - NAVW16.10 (Pages).fob file need to perform the relevant
test below to ensure setup has been successful.
 Log into the Role Tailored Client as a user with a role with access to the modified sections within
NAV.
 Locate one of the modified forms setup to work with Zetadocs e.g. Sales Order
 Either select an existing document or create a new one and click Print.
 Ensure the document is handled as expected and in-line with the earlier delivery tests.
SharePoint Archiving Support
Those systems with SharePoint Archiving configured should already have populated there archive whilst
performing the earlier document delivery and rule tests earlier. As such viewing the document library
created earlier should display the items archived. For those without any existing content in their archive you
can modify your system settings using the steps in section 8.1 to enable archiving before repeating any of
the earlier document delivery tests.
Adding the Documents FactBox to NAV pages
The Documents tab enables Zetadocs to display related documents from your SharePoint archive within the
NAV Role Tailored Client.
 Log into the Role Tailored Client as a user with a role with access to the modified sections within
NAV.
 Locate one of the modified pages setup to work with Zetadocs e.g. Sales Order
 Open one of the modified pages in NAV and the Documents FactBox should be displayed in the top
right hand side of the page.
Checking Zetadocs Form and Zetadocs Archive option additions to NAV
You will need to perform this test if you have imported the Zetadocs for NAV Interfaces .fob file or
performed the equivalent manual steps. The fob file will have added the menu items to the following
locations, we would recommend you test a selection of them as a minimum using both the Role Tailored
and Classic clients if applicable.
The Zetadocs Archive search menu item can be added to the cards listed in the table below: