Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 43

On selecting Print on the Sales Order card they are asked to filter to the desired records, on pressing Print

again each record in the print job will be processed in turn. On processing the Zetadocs rule settings are

interrogated to determine the delivery information to associate with each record.

For our first record the system will search for a Lv4 rule and on not finding one would check this would set

delivery to email and the template to the Sales Order template. The details necessary to delivery and

archive are attached as Embedded Commands and the Order is release to the Zetadocs Client for delivery

and archiving.

The second record is then considered, the level 3 rule for this means that Fax is the chosen delivery method

again the details necessary to delivery and archive are attached as Embedded Commands.

The final record has both level 3 and 4 rules, as level 4 rules override those below the document is set to be

delivered by email. The records are then gathered together and sent as a single print job to the Zetadocs

Client. Here the embedded commands are removed and analysed, the templates are applied and the email

message body is created as shown below with values from NAV in red. This provides automated generation

of personalised correspondence, with the delivery information also set the documents are ready to be

delivered and archived.

Subject: Order Confirmation for order number: 33659 for Sample Company 1

Message Body:

FAO: John Smith

Dear Customer,

I'm pleased to attach your order confirmation, reference number 33659.

Kind regards,

Sales Team

8.7 Zetadocs System Rule Card

To access the Zetadocs System Rule Card:

 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 System Rule Card.

Sales Orders via email (Lv3 and Lv4 rules).