Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
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 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs Report Settings.
 Select the report you wish to modify the settings for. Use the Document Set Name as your guide to
the respective report setting.
 Select the Report ID field and choose your modified report from the Object list.
 Repeat the process for any remaining reports as required.
Properties:
 A report can only be associated with one Zetadocs Document Set.
 Many reports can be associated with one Zetadocs Document Set.
5.3 Setting NAV to run the correct reports
Now that you have completed the report settings modifications to point at your report numbers, we need to
set NAV to run the correct reports. The steps below will take you through adjusting the Report Selections in
NAV.
Setting NAV to run the new report
If you are intending to use a sample or modified report with a different ID you will need to set NAV to run
that report instead of the existing report. In this example we will set NAV to run the sample Order
Confirmation report, this process should be repeated for each new report being used.
 Search for Report Selections Sales in the NAV 2013 Windows Client and open it.
 Select the Order report from the drop down.
 Click into the Report ID field and select the arrow to open the Objects list.
 Select the new object from the list, in this case 9009962 ZD-Order Confirmation.
 Repeat as required for the other reports.
5.4 Setting up User Permissions
To give the system users access to the features of Zetadocs they need to have their permissions setup with
NAV. Zetadocs comes with a RAPIDSTART file which contain the settings for two Zetadocs roles.
ZETADOCS - grants access to the standard Zetadocs forms and tables and allows you to use Zetadocs
for NAV.
ZETADOCS ADMIN - grants the user the ability to adjust the setup of the system in more fundamental
ways and should be reserved to administrators only.
 Search for Configuration Packages and open the Configuration Packages page.
 Select Import Package… from the Process group on the Home tab and select the Zetadocs for NAV
Permission Sets and Permissions – NAV 7.00.RAPIDSTART file from your product download.
 In the Process group, click on Apply Package to complete import of the settings.
Setting up Users
To assign a role to a user simply:
 In the NAV Windows Client type User Setup in the search bar and navigate to that page.
 Select the NAV user to enable for Zetadocs and choose Edit from the Home tab.
 In the User Permission Sets fast tab, select an empty row and add the required permission set.
 Click OK when finished and the user is now set up to use Zetadocs.
This user or group will now be added to the list shown in the Windows Logins window for this role.
5.5 Importing the Zetadocs Standard Configuration Data for NAV 5 and 6
 Right click on the Navigation Pane and select Refresh or close and then open NAV to update the
menusuite with the changes imported earlier.
 Select AdministrationApplication SetupZetadocs Setup.
 Run the Zetadocs General Settings Form.