Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 29
Specializing Document Queues
It may be advantageous to modify the standard document queue configuration to suit your requirements.
You may want to remove some of the document queue actions if they will be unused or you may want to
create a new queue which has only one possible action. For example, having a document queue specifically
for processing quote requests will mean that there is only one action and therefore the user will not have to
select the action each time. TIP: Reducing the scope of a queue may improve the end user efficiency.
7.3 Zetadocs Delivery Settings
To access the Zetadocs Delivery Settings:
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs Delivery Settings.
General
Fax Enabled: Provides Fax functionality, requires the installation of the separate product Zetafax.
Reference Prefix: The reference prefix is the first part of the reference code printed onto documents sent
using Zetadocs, it can be a maximum of 15 characters long.
Sent Items
Archiving Sent Items Enabled: Checking this box results in documents, sent using Zetadocs PDF, being
archived in a central shared network folder. This occurs in addition to any SharePoint archiving setup.
Archive Location: The location of the shared network folder for archiving, it requires a suitable network
folder location. You must also ensure that all Zetadocs enabled users have permission to access this folder.
Note: This option does not support any of the Zetadocs for NAV search features which require SharePoint
integration.
Folder Name Structure: Subdivides archived documents into subfolders of the SharePoint document library
based on information from the sent record. You can specify up to three of these values to generate your file
plan using the Folder Option 1, 2 and 3 fields.
o COMPANY – The recipient NAV Customer name
o DATE – The Date with a format specified by the Date Folder Naming property
o DOCTYPE – The Archive Document Type as specified for the current Zetadocs Document Set, or its
override in the Zetadocs Report Settings
Date Folder Naming: Allows you to specify the format of the date folder structure in the SharePoint archive.
E.g. YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY etc.
Further advice on file plan settings is available here.
7.4 Zetadocs Report Settings
The Zetadocs Report Settings is where Zetadocs enabled reports can be associated with a particular
Zetadocs Document Set and therefore a rule definition for sending (template, delivery method, archiving
settings, additional recipients). It is also where recipient information settings are specified. The
configuration data will populate these fields with our standard data setup, it may be necessary to adjust
these values to meet your requirements.
To access the Zetadocs Report Settings:
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs Report Settings.
Properties:
 A report can only be associated with one Zetadocs Document Set.
 Many reports can be associated with the same Zetadocs Document Set.
Fields
Report ID: The Report ID is unique value given to identify each report.
Report Name: This field is populated when the Report ID is selected.
Document Set No.: The Document Set No. corresponds to the key field of the Zetadocs System Rule Table
linking the report to rules for its distribution.
Document Set Name: Contains the name of the rule that is being applied to the report, it is determined via
the Document Set No. selection.