Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 37
8. Modifying the Zetadocs Standard Configuration
in NAV 5 and 6
Having imported the standard configuration data you should have a basic working system at this point. It
should be capable of sending reports from NAV to recipients using the standard templates included and,
should you have completed the SharePoint installation, documents should also be archived to SharePoint.
This chapter covers how you modify the standard configuration data to create fulfil your specific
requirements.
Contents
The Zetadocs General Settings Form
Zetadocs Document Queue Form
Zetadocs Delivery Settings Form
Zetadocs Report Settings
Template Settings
Understanding Zetadocs Rules
Zetadocs System Rule Card
Customer and Vendor Rule Card
Zetadocs Delivery Rules
The settings are contained in a number of different forms which each have a different area of focus, we will
go through each of these in turn and have provided a description of each of the fields.
8.1 The Zetadocs General Settings Form
The Zetadocs General Settings Form contains settings covering the logging level and archiving to
SharePoint. To access the Zetadocs General Settings:
 Navigate to Administration  Application Setup  Zetadocs Setup Zetadocs General Settings
form.
Figure 6 - Zetadocs General Settings
General Tab
Version: Contains the Zetadocs version numbers, which can prove useful in gaining technical assistance.
Licence Number: Displays the systems Zetadocs licence number.