Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 119
22. Manual Modification of the NAV pages, forms
and reports
This section contains the steps to manually configure various elements of Zetadocs for scenarios where it is
not possible to use the tools provided to modify NAV.
22.1 Role Tailored Client Sample Pages Import
Note: This section should only be performed on systems utilising the Role Tailored client.
To enable the operation of Zetadocs for NAV with the Role Tailored Client, Page Interfaces are provided for
NAV 7.00 (2013) and NAV 6.10 (2009 R2). These pages will add the Documents Factbox to your RTC, the
drag and drop functionality is installed as part of this process.
 Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new
objects into the NAV database.
 Open the object designer (Shift + F12) and import the interfaces file relevant to your NAV version
from the \Zetadocs NAV Server Components\Page Interfaces\ folder. E.g. Zetadocs for NAV Page
Interfaces – NAV7.00W1.fob where the last two letter denote the NAV database version.
 It can be found in your product download in the folder If there are no collisions continue with the
import. If there is a collision it is recommended that you export your existing objects and compare
version of the objects with the text file versions of the interfaces detailed above to determine the
safety of the available merge/replace options in the import worksheet.
22.2 Modifying NAV Pages Manually
Should you decide not to install the Zetadocs for NAV Interfaces .fob file relevant to your NAV version, the
instructions below can be performed to add the related document Factbox, including the Capture Essentials
features if licensed, to your Role Tailored Client pages as required.
 Log into Microsoft NAV as a user with SUPER user permission rights to allow you to import new
objects into the NAV database.
 Open the object designer (Shift + F12) and select the page that needs to be modified and click the
Design button.
 Locate the FactBoxArea on the page, it is usually at the bottom.
 Insert a new row at the top in the FactBoxArea container and enter the following information
o Name: Zetadocs
o Caption: Documents (Or translated equivalent)
o Type: Part
o SubType: Page
Figure 47 – Page Designer
 Select the new line and press Shift+F4 to show the properties window.