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Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 40
Archive Document Type: The Archive Document Type determines the document type the report will be
stored under in SharePoint, please ensure you have created the appropriate content types in your
SharePoint archive to match these settings.
Default Batch Name: When a report prints a number of records to Zetadocs they are held in a batch in the
Zetadocs Client. This field allows you to specify a name for the batch that will be visible in the Zetadocs
Client document explorer.
Comments: Field for any additional information you may wish to add.
Figure 8 - Zetadocs Report Settings Card – Table Mapping Tab
Table Mapping Tab
Company Type Code: This specifies a table relation between the report record and the recipient. For
example, the standard Sales Quote report is to be sent to a Customer. Therefore, we select ‘CUST’ for the
Company Type Code from the Company Type Code List.
Company No. Field No.: Specifies the field no. of the field in the table the report is based on where the
Company No. should be taken from. For example, the standard Sales Quote report is based on the Sales
Header table. The Customer No. in the Sales Header table is the field “Sell-to Customer No.” field no. 2.
Contact No. Field No.: Specifies the field no. of the field in the table the report is based on where the
Contact No. should be taken from. For example, the standard Sales Quote report is based on the Sales
Header table. The Contact No. in the Sales Header table is field “Sell-to Contact No.” field no. 5052.
Record No. Field No.: Specifies the field no. of the field in the table the report is based on where the records
No. should be taken from. This can be used as a dynamic field for writing the record no. into a template
message as a reference to the recipient and also as a searchable field in the Zetadocs SharePoint archive.
Figure 9 - Zetadocs Report Settings Card – Options Tab