Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 24
Restarting the Zetadocs Server
Once you have detailed the location of the Zetadocs Server you need to restart the conversion service.
 Go to StartRun, then enter Services.msc
 Scroll to Zetadocs Document Converter and right click on it and select Restart.
6.3 The Sales and Purchase Document Queues
Zetadocs comes with two Document Queues setup a standard, a Sales and a Purchase Document Queue.
These come with a number of pre-programmed menu items which allow you to perform a variety of actions
from them. They are designed to cover a variety of standard Sales and Purchase scenarios. In this section
we will take you through how to setup the Sales and Purchase Document Queues.
These document queues have been created with the archiving and link items pre-programmed, this offers
you a quick and easy document queue solution. The queues come with the following menu items setup:
Sales Document Queue
Purchase Document Queue
Create new blanket order
Create new blanket order
Create new credit memo
Create new credit memo
Create new invoice
Create new invoice
Create new order
Create new order
Create new quote
Create new quote
Create new return order
Create new return order
Link to existing blanket order
Link to existing blanket order
Link to existing credit memo
Link to existing credit memo
Link to existing invoice
Link to existing invoice
Link to existing order
Link to existing order
Link to existing posted credit memo
Link to existing posted credit memo
Link to existing posted invoice
Link to existing posted invoice
Link to existing posted return receipt
Link to existing posted receipt
Link to existing posted shipment
Link to existing quote
Link to existing return order
Link to existing posted return shipment
Link to existing quote
Link to existing return order
6.4 Create a shared network folder
The document queue requires a network folder into which captured documents are placed and to which all
users of the queue have full access permissions.
 Create the required folders e.g. Sales Document Queue
 View its Properties and ensure the Share this Folder radio button is checked
 Select the Permissions button and assign the necessary permissions.
o USERS: Share permissions with a minimum of Change and Read Permissions. Full
Permissions are recommended.
o SERVICE: The Zetadocs DIRMonitor Service must have access to the queue folders. To do
this add FULL Permissions to the SYSTEM user or whatever network user the service is
running as.
6.5 Setting Document Queue Settings in NAV 2013
The Zetadocs Document Queue card is where all Zetadocs Document Queue settings are defined. It already
contains the default settings imported earlier for the Sales and Purchase Document Queues, revise these as
required following the steps below. To add a new queue simply create another record on this card and fill it
out appropriately.
To open the card:
 Navigate to AdministrationApplication SetupZetadocs Setup Zetadocs Document Queue
List.
 Select the Queue you wish to adjust the settings for, you will be presented with the options below,
adjust these as required to setup the queue.
No.: The document Queue ID.