Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 32
7.7 Zetadocs System Rule
To access the Zetadocs System Rule Card:
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs System Rule List.
 Select the system rule you wish to review and modify to open the Zetadocs System Rule Card.
General
Document Set No.: Identifies the document set being used.
Document Set Name: Describes the document set being used.
Template ID: Allows you to specify an alternate template to use when using this rule.
Template Name: Displays the selected template name.
Delivery Method Priority: Implies that if the contact information being used during the sending of a
document that uses this rule is missing addressing information, the next highest priority method will be
used. For example, if the Delivery Method Priority was “E-Mail, Fax, Hard-copy” and the contact
information being used had no email information but did have fax information, then fax addressing would
be used. Similarly, if there was neither email or fax information, then the document would be printed from
Zetadocs to the local system default printer.
Email From: Optional. The user must have access to send emails using the address entered. If left blank
the user’s default email account will be used.
Archive Sent Documents: Determines whether Zetadocs for NAV will attempt to archive sent documents.
Comments: Field for any additional information you may wish to add.
Additional Recipients: Optional. Enter additional recipients either by selecting a contact or by entering the
information manually. The delivery methods available are E-Mail (To, CC or BCC) and Fax. You can enter a
maximum of 5 additional recipients for a system rule. E-Mail distribution lists are supported but they must
be entered as their full E-Mail address and not an alias (E.g. [e-mail])
7.8 Customer and Vendor Rule Card
The Zetadocs Customer and Vendor Rule Cards allows you to create a sending rule for a particular
customer/vendor. You must set up a card for each rule, on which you enter the template to use, the contact
details of the recipient and how you want to send your documents.
To access the Zetadocs Customer and Vendor Rule Cards:
 Open the Role Tailored client and in the Navigation Pane select Departments 
AdministrationApplication SetupZetadocs Setup  Zetadocs Customer Rules.
 This displays the Customer Rules List, select the Customer you wish or the new button to view the
Zetadocs Customer Rule Card.
 By replacing Vendor for Customer in the above steps you can access the equivalent vendor options.
General
Customer No.: Allows you to identify the customer, by selecting the arrow you can select them from the
Customer List.
Customer Name: This field is populated when you select the Customer No.
Document Set No.: Selecting the arrow in this field opens the Zetadocs Document Set List from which you
can select the document set.
Document Set Name: This field is populated when you select the Zd Document Set No.
Additional Recipients
Delivery Type: Use the drop down arrow to select the preferred method of sending the document.
Contact No.: Selecting the arrow in this field will open the contact list enabling you to select the additional
contact you wish to send the document to. Note: should you wish to send the item to an address not listed
in the contact list simply fill in the three (manual) fields below.
Name (manual): Enter the contacts name.
Company (manual): Enter the company name.
Address (manual): Enter the address to send documents to, it will be either email address or fax number
depending on the chosen delivery method.