Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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 Open the Zetadocs Report Settings Card
 Use the lookup and 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.
5.7 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.
 Open the NAV client and connect to/open the NAV database.
 Select the Administration option from the Navigation pane.
 Expand the folder relevant to the report to be setup, in this case Sales & Marketing.
 Select Report Selections, the Report Selection – Sales card will open.
Figure 3 - Report Selection - Sales Card
 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.
5.8 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 two xml files which contain the settings for two Zetadocs roles.