Installation guide

Zetadocs for NAV Installation Guide

This edition 5

December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights

reserved

Page 52

Figure 17 – Opening the Document Template Wizard

9.2 Template Wizard - Adding an attachment to a template

The preconfigured templates supplied do not come with an attachment included as this would make them

unusable ’out of the box’ as such if you require attachments to be sent along with your business documents

then please follow the steps below.

Any file that you use on a regular basis can be stored as an attachment file for ease of use. These files can

be attached to any spooled document prior to sending quickly and easily using the Accessories tool. By

specifying an attachment in a template you ensure it is always included when a document is sent using that

template with Zetadocs for NAV.

Note: That if your attached file is large this may reduce performance when sending large batches as the

attachment would have to be processed for each document delivered. As such we would recommend that

you check to ensure that attachments are as efficient in terms of memory required as possible.

To add an attachment simply:

 Copy your desired attachment (e.g. terms and conditions) in pdf format into the shared folder

location, likely to be in the form \\ServerName\Zetadocs Templates\

 Open the Zetadocs Client and select the template you wish to modify by double clicking on it in the

Accessories pane, see Figure 17.

 The template wizard will open, Select Next to reach the attachments step of the wizard.

 Select the Shared Network Folder by selecting the Folder drop down box.

 Your attachment should appear as one of the attachment options.

 Select the attachment and click the Add button.

 Select Next to be taken to the stationery template wizard page. If you are happy with the existing

settings in the remaining wizard steps skip past them using next and select Finish to save your

changes.

9.3 Replacing the stationery

The templates comes with stationery included, this single piece of stationery is applied to all of the

templates provided. As such by simply replacing this one file you can ensure your stationery is applied to all

of the provided templates.

Note: That if your stationery file requires a large amount of memory this may reduce the performance of

Zetadocs when sending large batches. This is because it would have to be processed for each page of each

document delivered. To reduce the size of this document we would recommend ensuring that any images

used are of a suitable format, quality and size. We would also recommend that users avoid scanning their

existing paper stationery as this creates large files, it is better instead to isolate and extract any images or

required elements before recreating the overall effect using word for example. It should be possible to

create stationery of a suitable quality which is around 30kb's in size or less.