Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 53
Adding company stationery to the Zetadocs client
To add your stationery to the Zetadocs Client simply open your existing company stationery and print it
selecting the Zetadocs PDF printer using the steps below.
Open your stationery in Word or another suitable application. The standard stationery has been
provided to you in Word format in the templates folders as well, so you can adjust and print that if
desired.
Select print and select Zetadocs PDF as your printer.
This will open the Zetadocs client with your stationery within it.
Select the File menu and then Save As Stationery.
You will then be prompted to provide the name and save location of the stationery, you should
select the shared network folder mentioned earlier this is likely to be in the form
\\ServerName\Zetadocs Templates\.
If you wish to apply this stationery to the existing preconfigured templates this file should be
named ZD - Stationery.zds this will over-right the existing standard stationery and will now be
used by all of the templates provided.
Should you wish to apply this stationery to a single template, name the file as you see fit then open
the Zetadocs client.
Next open the template wizard by double clicking on the template you wish to modify.
Go to the third page of the wizard using the next button the screen shown in Figure 18 will appear.
Select your stationery by selecting the Folder drop down box and selecting the Shared Network
folder.
Selecting the existing stationery from the selected stationery window as shown.
Figure 18 The Document Template Wizard
Click the Remove button.
Select your new stationery file and press Add.
Select Next to be taken to the email message template wizard page. If you are happy with the
existing message select next again and then select Finish to save your changes. Note: the class
feature is not required for NAV users.