Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 33
Delivery
Use Default Contact: The radio button is by default set this setting.
Use Contact: By selecting this option you can specify an alternate contact to use, by selecting the arrow you
can open the Contact List enabling you to choose an alternative contact.
Other: This option allows you to specify an alternate contact that is not contained within the Contact List.
Delivery Method: available options are Use Customer Default, Hard Copy, E-mail and Fax.
Template
Use Default Template: The radio button is by default set this setting.
Use Template: By selecting this option you can specify an alternate template to use, by selecting the arrow
you can open the Zetadocs Template List enabling you to choose an alternative template.
7.9 Zetadocs Delivery Rules
The Zetadocs System Rules were explained earlier as the ability to define how a message being sent is
delivered (Email, Fax or Hard-Copy), how it is formatted (Zetadocs Templates), from which address the
message is sent and where it is archived. Each Zetadocs Document Set can have a separate definition of
these sending settings.
Zetadocs for NAV also has Company Rules, these are the Zetadocs Customer Rules and the Zetadocs Vendor
Rules which add another level of control. The sending rules are best explained as a set of override rule
definitions. It can be viewed as a 4 level system which overrides particular rule settings dependent upon the
document set, the company or a combination of both.
LEVELS:
1. The Default Rule
o Allows you to specify a basic rule that can be used by any Zetadocs enabled report.
2. Per Document Set
o Allows you to specify more specific settings for Zetadocs enabled documents by type.
3. Per Company
o All Zetadocs enabled documents being sent to a particular company can have the
following rule settings overridden (This includes documents which are being sent using
either the Level 1 or a Level 2 rule settings):
i. The contact information to which the document will be sent
ii. The method of delivery by which the document will be sent (Email, Fax, Hard-
Copy)
4. Per Company, per Document Set
o All Zetadocs enabled documents being sent to a particular company and that are part of a
particular document set can have the following rule settings overridden (this includes
documents which are being sent using either the Level 1 or a Level 2 rule settings and has
had some settings already overridden by a Level 3 rule settings)
i. The Zetadocs Template that will be applied to the document
ii. The contact information to which the document will be sent
iii. The method of delivery by which the document will be sent (Email, Fax, Hard-
Copy)
The default Zetadocs for NAV Delivery Rules
By examining this table you should be able to identify the areas where the standard document delivery
settings differ from your needs. The steps below will explain how to adjust these settings.
Report Name
Doc Set
No.
Doc Set Name
Template
ID.
Template Name
Delivery
Method
1
Delivery
Method
2
Delivery
Method
3
Default
0
Default
ZT00000
Blank
Email
Purchase Quote
ZD0001
Purchase -
Quotes
ZT00001
ZD-Purchase
Quote Template
Email
Purchase Order
ZD0002
Purchase -
Orders
ZT00002
ZD-Purchase
Order Template
Email
Purchase Return
Order
ZD0003
Purchase -
Return Orders
ZT00003
ZD-Purchase
Return Order
Template
Email