Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 42
Figure 10 - Zetadocs Template Card
8.6 Understanding Zetadocs Rules
Before we discuss the Zetadocs Rule setup we need to outline how the rules operate. When printing a
Zetadocs enabled report, Zetadocs analyses each selected record in turn against the Zetadocs Rules. A rule
is a collection of specific settings which are applied when sending a document with specific properties.
These include details such as the recipient, delivery method (Email, Fax, Hard Copy), Archiving settings and
the template to apply.
Zetadocs rules come in four levels. On printing a document to Zetadocs the rules are applied in ascending
order. a. Using rules it is possible to be highly specific about the way documents are handled allowing a
great deal of automation of the delivery process.
Rules Levels:
5. The Default Rule – a basic rule that can be used by any Zetadocs enabled report.
6. Per Document Set – specific settings for Zetadocs enabled documents by type.
7. Per Company – specific settings for Zetadocs enabled documents by company.
8. Per Company, per Document Set – specific settings applied to specific document types when sent
to a specific company.
Rule levels are much easier to understand by looking at an example. Our NAV user needs to send out three
Sales Orders to different customers called Sample Company 1, 2 and 3. In an effort to cut down on delivery
costs the standard way of sending documents (default level 1 rule) is to send using email and archive them
to SharePoint. The standard way of sending Sales Orders (a document set) is via Email using the Sales
Order Template (Lv2 rule per document set). There are numerous other settings available when creating
rules but we will focus on delivery method to keep this example simple, please note that other settings are
likewise overridden by higher level rules.
Record 1
Sales Order 33659
Company
Sample Company 1
Rule Setup
No specific company rules (Lv3 and Lv4 rules).
Record 2
Sales order 33660
Company
Sample Company 2
Rule Setup
This company likes to receive all correspondence via Fax (Lv3 per Company Rule).
Record 3
Sales Order 33661
Company
Sample Company 3
Rule Setup
This company likes to receive most correspondence via fax however they are happy to receive