Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
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Note: This option does not support any of the Zetadocs for NAV search features which require SharePoint
integration.
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.
o COMPANY – The recipient NAV Customer name
o DATE – The Date with a format specified by the Date Folder Naming property
o 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.
8.4 Zetadocs Report Settings
The Zetadocs Report Settings is where Zetadocs enabled reports can be associated with a particular
Zetadocs Document Set and therefore a rule definition for sending (template, delivery method, archiving
settings, additional recipients). It is also where recipient information settings are specified. The
configuration data will populate these fields with our standard data setup, it may be necessary to adjust
these values to meet your requirements.
To access the Zetadocs Report Settings:
 Open NAV and select the Administration option from the Navigation Pane.
 Select the Application Setup sub folder within it and then Zetadocs Advanced Setup.
 Select the Zetadocs Report Settings form.
Properties:
 A report can only be associated with one Zetadocs Document Set.
 Many reports can be associated with the same Zetadocs Document Set.
Figure 7 - Zetadocs Report Settings Card – General Tab
Form Fields
General Tab
Report ID: The Report ID is unique value given to identify each report.
Report Name: This field is populated when the Report ID is selected.
Document Set No.: The Document Set No. corresponds to the key field of the Zetadocs System Rule Table
linking the report to rules for its distribution.
Document Set Name: Contains the name of the rule that is being applied to the report, it is determined via
the Document Set No. selection.