Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
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Page 49
Figure 15 - Level 3 rule shown on Customer Rule Card
The Level 4 Rule – per Customer per Document Set
Requirement
The previous level 3 rule will now send all documents to Belinda Newman, but there was also a requirement
for Order Confirmations to go John Emory by fax.
Solution
We need to make a change which affects all items sent using the Document set Order Confirmation and to a
particular customer, this is done by creating a level 4.
 Select the Administration option in the Navigation pane and then Application Setup.
 Open the Zetadocs Setup section and select the Zetadocs Customer Rule Card.
 Create a new rule by pressing F3, select the Customer No. field and choose New Concepts
Furniture.
 Select the Document Set No. field and select Order Confirmation.
 Select the delivery tab and click Use Alternate.
 Add the details of the recipient, in this case John Emory, as required.
 Next go to the Delivery Method field and select fax.
 Close the form and you have now created the level 4 rule.