Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 146
8.1 The Zetadocs General Settings Form ..................................................................................................37
8.2 Zetadocs Document Queue Form ........................................................................................................38
8.3 Zetadocs Delivery Settings Form.........................................................................................................38
8.4 Zetadocs Report Settings ....................................................................................................................39
8.5 Template Settings ............................................................................................................................... 41
8.6 Understanding Zetadocs Rules ...........................................................................................................42
8.7 Zetadocs System Rule Card ................................................................................................................43
8.8 Customer and Vendor Rule Card .........................................................................................................44
8.9 Zetadocs Delivery Rules ......................................................................................................................45
9. Using Document Templates ...................................................................................51
9.1 Preconfigured Document Template Features ...................................................................................... 51
9.2 Template Wizard - Adding an attachment to a template .....................................................................52
9.3 Replacing the stationery .....................................................................................................................52
9.4 Adjusting the Email message ..............................................................................................................54
10. SDK Primer ........................................................................................................... 57
10.1 Goals of the SDK .................................................................................................................................57
10.2 Understanding the Framework ............................................................................................................57
10.3 Process Flow .......................................................................................................................................57
11. Zetadocs Capture Plus .......................................................................................... 60
11.1 Understanding the Capture Plus SDK Framework ...............................................................................60
11.2 Process Flow ....................................................................................................................................... 61
11.3 Capture Plus Example Scenario .......................................................................................................... 61
11.4 Overview of the Zetadocs Capture Plus Install .................................................................................... 61
11.5 Zetadocs Server Install .......................................................................................................................62
11.6 Custom Document Queue Configuration in NAV .................................................................................62
11.7 Adding Document Queues to your NAV Menusuite NAV .....................................................................63
11.8 Adding Document Queues to a Role Centre ........................................................................................64
11.9 Modify record forms for archive search and retrieval ..........................................................................65
11.10 Implementing you Custom Document Queue Actions (Custom Queues Only) ....................................65
12. Enabling Barcode Support .................................................................................... 70
12.1 Installing the barcode font .................................................................................................................. 71
12.2 Modify an NAV report to add a barcode .............................................................................................. 71
12.3 Adding code to the GetLinkDisplayString function..............................................................................72
12.4 Write code in the GetAutoLink function ..............................................................................................73
12.5 Further Capture Customizations .........................................................................................................75
12.6 Capture Reference ..............................................................................................................................76
13. Automation using Extracted Text .......................................................................... 80
13.1 Enabling Zetadocs Document Capture Text Extraction ........................................................................80
13.2 Approvals in NAV using Extracted Text ............................................................................................... 81
14. Zetadocs Delivery Plus ......................................................................................... 87
14.1 Understanding the SDK Framework ....................................................................................................87
14.2 Process Flow .......................................................................................................................................87
14.3 Summary ............................................................................................................................................89
15. Send Any Report ................................................................................................... 90
15.1 Configured Send .................................................................................................................................90
15.2 Custom Send ...................................................................................................................................... 91
16. Bespoke Contacts and Company Types ................................................................. 94
16.1 Company Types ..................................................................................................................................94
16.2 Contacts ..............................................................................................................................................96
17. Zetadocs-Send Customize codeunit ...................................................................... 98
17.1 GetAdditionalEmbComms ...................................................................................................................98
17.2 OverrideSendResult ............................................................................................................................98
17.3 WriteAdditionalEmbCommsToFile ..................................................................................................... 101