Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 44
Figure 11 - Zetadocs System Rule Card – General Tab
Form Fields
General Tab
Document Set No.: Identifies the document set being used.
Document Set Name: Describes the document set being used.
Template ID: Allows you to specify an alternate template to use when using this rule.
Template Name: Displays the selected template name.
Delivery Method Priority: Implies that if the contact information being used during the sending of a
document that uses this rule is missing addressing information, the next highest priority method will be
used. For example, if the Delivery Method Priority was “E-Mail, Fax, Hard-copy” and the contact
information being used had no email information but did have fax information, then fax addressing would
be used. Similarly, if there was neither email or fax information, then the document would be printed from
Zetadocs to the local system default printer.
Email From: Optional. The user must have access to send emails using the address entered. If left blank
the user’s default email account will be used.
Archive Sent Documents: Determines whether Zetadocs for NAV will attempt to archive sent documents.
Comments: Field for any additional information you may wish to add.
Additional Recipients: Optional. This field is available on both the general and archiving tabs. Enter
additional recipients either by selecting a contact or by entering the information manually. The delivery
methods available are E-Mail (To, CC or BCC) and Fax. You can enter a maximum of 5 additional recipients
for a system rule. E-Mail distribution lists are supported but they must be entered as their full E-Mail
address and not an alias (E.g. [e-mail])
8.8 Customer and Vendor Rule Card
The Zetadocs Customer and Vendor Rule Cards allows you to create a sending rule for a particular
customer/vendor. You must set up a card for each rule, on which you enter the template to use, the contact
details of the recipient and how you want to send your documents.