Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
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Figure 12 - Zetadocs Customer Rule Card – General Tab
General Tab
Customer No.: Allows you to identify the customer, by selecting the arrow you can select them from the
Customer List.
Customer Name: This field is populated when you select the Customer No.
Document Set No.: Selecting the arrow in this field opens the Zetadocs Document Set List from which you
can select the document set.
Document Set Name: This field is populated when you select the Zd Document Set No.
Delivery Tab
Use Default Contact: The radio button is by default set this setting.
Use Contact: By selecting this option you can specify an alternate contact to use, by selecting the arrow you
can open the Contact List enabling you to choose an alternative contact.
Other: This option allows you to specify an alternate contact that is not contained within the Contact List.
Delivery Method: available options are Use Customer Default, Hard Copy, E-mail and Fax.
Template Tab
Use Default Template: The radio button is by default set this setting.
Use Template: By selecting this option you can specify an alternate template to use, by selecting the arrow
you can open the Zetadocs Template List enabling you to choose an alternative template.
Additional Recipients
The additional recipients section is visible on all tabs at the bottom of the card.
Delivery Type: Use the drop down arrow to select the preferred method of sending the document.
Contact No.: Selecting the arrow in this field will open the contact list enabling you to select the additional
contact you wish to send the document to. Note: should you wish to send the item to an address not listed
in the contact list simply fill in the three (manual) fields below.
Name (manual): Enter the contacts name.
Company (manual): Enter the company name.
Address (manual): Enter the address to send documents to, it will be either email address or fax number
depending on the chosen delivery method.
8.9 Zetadocs Delivery Rules
The Zetadocs System Rules were explained earlier as the ability to define how a message being sent is
delivered (Email, Fax or Hard-Copy), how it is formatted (Zetadocs Templates), from which address the