Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 116
20.3 Testing Capture Essentials Features
If you have installed the Capture Essentials features throughout this guide you will have added a
Documents FactBox to several of your NAV systems pages in the Role Tailored Client. This will enable you to
drag and drop items into your SharePoint Archive linking them to the document currently displayed within
NAV. To test that these are operating as expected you need to do the following.
 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 this will display the Documents FactBox in the top right
hand side.
 Drag and drop a document to the Drage Files Here area and release it.
 Open the SharePoint archive for the system and search for the original NAV record.
 This should display the document you dragged and dropped into the Documents tab.
 Repeat this with a selection of file types and from locations like the Outlook inbox to ensure they
function as expected.
20.4 Document Queues
This section details how to test that the Document Queue is functioning correctly. The terminology
“Zetadocs Document Queue” in this section is used to describe all document queues.
Check Scanning (Optional)
If a scanning device is connected, perform the following checks to ensure correct operation.
 Click the Queue  Scan... button to initiate scanning which uses the Zetadocs client settings.
 Scan a document; once scan is complete the user should be prompted to name the document.
Figure 46 – Enter Scanned Document Name
 Upon Save, the scanned document name should appear in the Zetadocs Document Queue as the
latest entry. The file (typically “filename.pdf”) should also be in the Zetadocs Document Queue
shared folder location.
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.