Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 54
9.4 Adjusting the Email message
The preconfigured templates contain an email message populated with dynamics field data from NAV and
static text generically phrased to allow them to be applicable in a number of situations. The messages, like
the one shown below, work with NAV to automatically create a personalised message that contains contact
details, names, order numbers and organization names.
Messages using Dynamics Fields
Subject: Order Confirmation for order number: %%[ZetadocsRecordNo] for
%%[Organization]
Message Body:
FAO: %%[Name]
Dear Customer,
I'm pleased to attach your order confirmation, reference number %%[ZetadocsRecordNo].
Kind regards,
Sales Team
When sent using the Zetadocs for NAV Client these fields are replaced with the corresponding fields from
NAV, and would appear thus:
Message with Dynamic Fields Populated
Subject: Order Confirmation for order number: 300381 for Equisys plc
Message Body:
FAO: John Smith
Dear Customer,
I'm pleased to attach your order confirmation, reference number 300381.
Kind regards,
Sales Team
By amending the document template you will be able change the content of every email message sent using
that template. It is possible to include a variety of other dynamically populated fields within your email; by
default you will have access to the following:
 %%[Name]
 %%[FirstName]
 %%[Surname]
 %%[ZetadocsCompanyNo]
 %%[ZetadocsRecordNo]
 %%[Organization]