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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Name: The name of the Document Queue.
Path: The location of the document queue folder you created e.g. \\ExampleServer\Sales Document Queue\
Archive Documents: Enables archiving of processed documents to SharePoint.
Delete After Archive: Documents are to be deleted from the document queue after successful archive.
Show Delete Confirmation: Determines whether a user is to be asked to confirm deletion.
Auto Link Documents: Enables Auto Link functionality. This determines whether the document queue will
call the GetAutoLink function in the Zetadocs-Send Customize codeunit.
The list at the bottom of the Document Queue card shows the menu items available to the user, when they
click the Archive button from the Zetadocs Document Queue form. Each menu item selects an action.
Through these actions the user can link the captured document with an existing or new NAV record.
Continuing with your setup
This completes the installation of Zetadocs Delivery and Capture Essentials. The next section covers
standard configuration data and how to adjust it to your specific needs. If you are not carrying out any more
configuration you may wish to validate your installation, we have a series of recommended tests in section
20 Testing Zetadocs Delivery and Capture Essentials.
6.6 Setting Document Queue Settings in NAV 5 and 6
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
Setup.
Figure 5 - Zetadocs Document Queue Card