Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 120

 Change the PagepartID to Zetadocs Rel. Docs. Page Part Object ID 9041211. It should look

something like the screenshots displayed below:

Figure 48 – Zetadocs Properties

 Press F9 to display the code window.

 In the OnAfterGetRecord() trigger add a local variable:

o Name: ZdRecRef

o DataType: RecordRef

 In the trigger add the following code:

ZdRecRef.GETTABLE(Rec);

IF ZdRecRef.GET(ZdRecRef.RECORDID) THEN

CurrPage.Zetadocs.FORM.SetRecordID(ZdRecRef.RECORDID);

 Close the page designer windows.

 Click Yes when prompted to compile and save the changes.

22.3 Classic Client Sample Forms Import

Note: This section should only be performed on systems utilising the Classic client.

These form interface changes enable users of the NAV system to access the Zetadocs Rules and Archive

from throughout various cards and appears in NAV, as shown in the figure below.

Zetadocs Rules: Opens the Zetadocs Customer Rule Card for the customer selected.

Zetadocs Archive: Opens the Documents Factbox form containing documents that have been dragged and

dropped into the archive using Zetadocs Capture Essentials. You can drag and drop documents into the

archive by dragging them into the “Drag files here” area.

To make the required changes we have provided a Form Interfaces fob file for NAV 2009 R2 for each of the

supported languages.