Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Options Tab
Show Delivery Dialog: Controls the display of the delivery dialog which allows users to override the
sending rule result for a single report send. For example, the recipient email address.
Show Batch Delivery Dialog: Controls the display of the batch delivery dialog which allows users to
override the sending rule results for a batch of reports. This can be useful to allow users to fix any sending
rule result errors.
Preview in Zetadocs Client: Controls the default value of previewing the Zetadocs documents in the
Zetadocs Client before sending. If the delivery dialog is shown the default can be overridden by the user.
Test Mode: This field allows the administrator to prevent the report from printing the report results to
Zetadocs. It is useful when troubleshooting problems on a live system. When the report is run it will run as
normal up to the point of printing the report documents to Zetadocs.
8.5 Template Settings
Zetadocs Templates combine stationery overlays and attachment documents as well as supplementary
addressing for any document sent using that template from the Zetadocs Client. The templates can be
created in the Zetadocs Client and saved to a shared network location. Zetadocs will already have created
entries for each type of report supported, these can be modified in the Zetadocs Client, the section on
document templates explains this further. Should you wish to change the template a report uses, for
example if you wished to send out all correspondence for a period with special attachments or a message
as part of a special offer. Then you can create additional templates in the Zetadocs client and assign them
by doing the following.
To access the Zetadocs Templates 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 Templates form.
Form Fields
Template ID: The ID specific to this particular template.
Path: Contains the path to the folder which stores your templates.
Name: Contains the filename of the template to be used.
Description: A description of the template to help you identify it.
To modify or create a template entry:
 Select TemplateList or press F5.
 Choose the Template you wish to modify or create a new record and select OK.
 Select Path to choose another template.
 The name field will automatically populate, add a suitable Description and close the form.