Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 47
Advice Journal
Advice - Journals
Advice Journal
Template
Statements
ZD0012
Statements
ZT00012
ZD- Statements
Template
Email
Purchase
Invoice
ZD0013
Purchase
Invoice
ZT00013
ZD-Sales Invoice
Template
Email
Work Order
ZD0014
Work Orders
ZT00014
Email
Purchase Credit
Memo
ZD0015
Purchase Credit
Memo
ZT00015
Email
Let’s look at an example of Zetadocs Rules and their configuration in action. In this case the default
configuration has been imported using the steps earlier in this guide. We will walk through a series of
scenarios which require the creation of level 2, 3 and 4 rules.
The Level 1 Rule – Default Rule
The Zetadocs System Rule card below shows the level 1 rule that will apply to all documents by default
unless overridden by a higher level rule. In this case documents are sent using email with the default
template. We can also set the archiving options on the Archiving Tab, in this example we will set the system
not to archive.
Figure 13 – Level 1 Zetadocs System Rule Card
The Level 2 Rule – per document set
Requirement
The sales team has stated a requirement whereby all order confirmations are sent with a copy of the terms
and conditions and use a standard email template.
Solution
Zetadocs templates can be setup to provide all this functionality as described in section 9.1. Assuming we
have created a suitable template or modified one of the Zetadocs templates provided as required. A level 2
rule needs to be setup to ensure this template is applied but only to order confirmations.
 Select the Rule button and select List, next scroll to the Document Set name field and choose Order
Confirmations.
 The card will populate as shown in the figure below, notice how the ZD-Order Confirmation
Template has been assigned as this is configured as part of the standard configuration data
imported earlier.