Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 51
9. Using Document Templates
Zetadocs for NAV has a number of preconfigured document templates included within it to make setting up
a system quicker and easier. These templates contain Zetadocs stationery and a message body which have
been deliberately constructed to provide a starting point from which to build and customize your system.
Should you wish to construct your own templates instructions on manually creating them are available in
the help installed with the Zetadocs Client. You should though find it easier to follow the instructions here
to modify the standard templates to your needs.
Note: If you are installing in a language other than English you should first check your templates folder as it
should contain a folder with templates specific to your language. Copy these files into the main templates
folder replacing the existing English language templates before proceeding with the steps below.
Contents
Preconfigured Document Template Features
Template Wizard - Adding an attachment to a template
Replacing the stationery
Adjusting the Email message
9.1 Preconfigured Document Template Features
The document templates contain Zetadocs stationery and a suitably generic message body reflective of
each templates purpose.
Attachments
The document templates come without an attachment included to allow you to include your own company
specific documents like terms and conditions that you may wish to distribute.
Stationery
A single stationery file has been provided which by default is applied to all ZD Templates included with your
installation. This means you would only be required to update this stationery once for it to apply to all
document templates.
Message Body Text
The message body text contains a default message which would form the email message body and subject
when the document is sent using Zetadocs for NAV. This allows for the use of dynamics fields to populate
information from NAV automatically into the email reducing the time required to process business
documents. In the message in section 9.4 you can clearly see several examples of these fields.
Viewing the Template details
To view the Zetadocs for NAV template details simply:
 Open the Zetadocs Client.
 Select the Shared network folder setup earlier containing your templates in the accessories pane
on the right hand side using the folder drop down box shown below. If the accessories pane is not
displayed select the Accessories button from the toolbar to display it.
 Ensure the Type drop down box is set to Templates.
 Double click on the Template you wish to adjust to open the Document Template Wizard.
 The pages of the wizard cover contain:
o An Introduction to templates
o Assignment of attachments
o Assignment of Stationery
o Email properties
o Template Review and Save