Installation guide
Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 117
Check Delete
Select an entry in the Zetadocs Document Queue and click ItemDelete. 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.
20.5 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.
Sales and Purchase Queue Create Options:
Quote
Order
Invoice
Blanket Order
Credit Memo
Return Order
Link to existing sales document (posted or unposted)
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you the location where the Quote has been archived as per your archiving options in Microsoft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.
20.6 Continuing the Installation
This completes the installation and testing of Zetadocs Delivery and Capture Essentials. If you are not
installing any Advanced features your setup is now complete, should you be performing the install on a test
setup please proceed to the section migrating to a live environment.