Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 38
Licence Type: Displays the systems Zetadocs licence type.
Log Level: Determines the level of information stored in the Zetadocs log file, it offers the following options.
 ERROR – Only writes error information to the log
 INFO – Writes processing information such as key processing values and the error information
 WARNING – Writes out any potentially problematic states during processing and the info and error
information
 DEBUG- Writes all levels of detail for troubleshooting difficult problems, recommended only when
obtaining support or during installation and configuration
Archiving tab
Archiving Enabled: This option denotes whether Zetadocs will attempt to archive documents to SharePoint
during Capture or Delivery processing.
SharePoint Site: This setting should be the address of your SharePoint site collection, should you be
utilizing one. e.g. https://example.SharePoint.com/sites/yoursitecollection
Note: If you are integrating with SharePoint online then you must specify the valid https:// protocol and not
http://
Archive Library: Only specify the SharePoint document library name, not the full URL.
Archive URL: Displays the full target archive library by concatenating the SharePoint Site from the Zetadocs
System Settings and the Archive Library property.
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.
 COMPANY – The recipient NAV Customer name
 DATE – The Date with a format specified by the Date Folder Naming property
 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.
8.2 Zetadocs Document Queue Form
The Document Queue Form contains a record for each of the configured document queues and is used to
control their functionality and actions. The Document Queue form settings were covered earlier in this
guide, please refer to the section 6.6 Setting Document Queue Settings.
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.
8.3 Zetadocs Delivery Settings Form
To access the Zetadocs Delivery Settings:
 Navigate to Administration  Application Setup  Zetadocs Setup Zetadocs Delivery Settings
form.
General Tab
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.
Network Archiving
Archive Delivered documents: 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.