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 50
Figure 16 - Level 4 rule shown in the Customer Rule List
Starting from the top then, the internal processing determines the send settings by building the results from
the lower level rules up. Assume we are sending an order confirmation and it uses the document set
ZD00006 – Orders Confirmations.
This will determine the delivery information from the Level 1 & 2 rules specified above:
 Delivery Method: Email
 Template: ZT00006 - Order
 Archiving Settings: Do not archive
 Contact: Use Default contact
When Zetadocs consults the Level 3 Rules it sees that any document being sent to “New Concepts
Furniture” will be sent to “Belinda Newman” instead of the contact specified by default for the company we
are sending to.
This would mean:
 Delivery Method: Email
 Template: ZT00006 - Order
 Archiving Settings: Do not archive
 Contact: Belinda Newman
However when Zetadocs consults the Level 4 Rules, it sees that for situations where the company name =
New Concepts Furniture and the Document Set = ZD00006 or an Order Confirmation the Level 4 settings
need to be applied.
So the final settings will be:
 Delivery Method: Fax
 Template: ZD0006 – Order Confirmation
 Archiving Settings: Do not archive
 Contact: John Emory
Additional Recipients
The additional recipients define in the system and company rules do not override those from the lower level
rule as the other settings do. They are additive. If additional recipients are added for a document set
(ZD00006 – Order Confirmations for example), any document sent using that document set will be
addressed to these additional recipients, along with the additional recipients set at a higher level.
Continuing with your setup
This completes the installation of Zetadocs Delivery and Capture Essentials. The next sections cover the
Plus edition setup steps. You may now wish to validate your system, to do this we have a series of
recommended tests in section 20 Testing Zetadocs Delivery and Capture Essentials.