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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Company Type Code: This specifies a table relation between the report record and the recipient. For
example, the standard Sales Quote report is to be sent to a Customer. Therefore, we select ‘CUST’ for the
Company Type Code from the Company Type Code List.
Company No. Field No.: Specifies the field no. of the field in the table the report is based on where the
Company No. should be taken from. For example, the standard Sales Quote report is based on the Sales
Header table. The Customer No. in the Sales Header table is the field “Sell-to Customer No.” field no. 2.
Contact No. Field No.: Specifies the field no. of the field in the table the report is based on where the
Contact No. should be taken from. For example, the standard Sales Quote report is based on the Sales
Header table. The Contact No. in the Sales Header table is field “Sell-to Contact No.” field no. 5052.
Record No. Field No.: Specifies the field no. of the field in the table the report is based on where the records
No. should be taken from. This can be used as a dynamic field for writing the record no. into a template
message as a reference to the recipient and also as a searchable field in the Zetadocs SharePoint archive.
Default Batch Name: When a report prints a number of records to Zetadocs they are held in a batch in the
Zetadocs Client. This field allows you to specify a name for the batch that will be visible in the Zetadocs
Client document explorer.
Show Delivery Dialog: Controls the display of the delivery dialog which allows users to override the
sending rule result for a single report send. For example, the recipient email address.
Show Batch Delivery Dialog: Controls the display of the batch delivery dialog which allows users to
override the sending rule results for a batch of reports. This can be useful to allow users to fix any sending
rule result errors.
Preview in Zetadocs Client: Controls the default value of previewing the Zetadocs documents in the
Zetadocs Client before sending. If the delivery dialog is shown the default can be overridden by the user.
Test Mode: This field allows the administrator to prevent the report from printing the report results to
Zetadocs. It is useful when troubleshooting problems on a live system. When the report is run it will run as
normal up to the point of printing the report documents to Zetadocs.
Comments: Field for any additional information you may wish to add.
7.5 Template Settings
Zetadocs Templates combine stationery overlays and attachment documents as well as supplementary
addressing for any document sent using that template from the Zetadocs Client. The templates can be
created in the Zetadocs Client and saved to a shared network location. Zetadocs will already have created
entries for each type of report supported, these can be modified in the Zetadocs Client, the section on
document templates explains this further. Should you wish to change the template a report uses, for
example if you wished to send out all correspondence for a period with special attachments or a message
as part of a special offer. Then you can create additional templates in the Zetadocs client and assign them
by doing the following.
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs Template List
Fields
Template ID: The ID specific to this particular template.
Path: Contains the path to the folder which stores your templates.
Name: Contains the filename of the template to be used.
Description: A description of the template to help you identify it.
To modify or create a template entry:
 Choose the Template you wish to modify or create a new record and select OK.
 Select Path to choose another template.
 The name field will automatically populate, add a suitable Description and close the window.
7.6 Understanding Zetadocs Rules
Before we discuss the Zetadocs Rule setup we need to outline how the rules operate. When printing a
Zetadocs enabled report, Zetadocs analyses each selected record in turn against the Zetadocs Rules. A rule
is a collection of specific settings which are applied when sending a document with specific properties.
These include details such as the recipient, delivery method (Email, Fax, Hard Copy), Archiving settings and
the template to apply.