Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 60
11. Zetadocs Capture Plus
Note: The following sections of the installation guide cover the installation and setup of the features
provided as part of the Zetadocs for NAV Capture Plus module. These changes can only be made by those
with the Zetadocs Capture Plus SDK which requires Capture Plus module licence from Equisys.
The Zetadocs Capture Plus is an optional component of Zetadocs for Microsoft Dynamics and is required for
implementing custom Document Queues and bespoke business logic in Zetadocs for NAV capture features.
At its core is the Zetadocs Server which runs on your server and converts documents placed into a Shared
Network folder into PDF/A format. It works with Microsoft Dynamics NAV and enables the document queues
to work with a wide range of documents by converting inbound documents into PDF/A. As standard the
document queue supports a variety of file types, allowing viewing, processing and eventual archive of these
documents to SharePoint.
This provides a number of benefits:
 Documents are stored in a standard storage format (PDF/A)
 Document content is searchable within SharePoint including text which is part of graphics, if OCR
is enabled (optional requires additional licence)
By storing all documents within SharePoint you enable a wider range of your company’s staff to access
these documents despite perhaps not having a copy of the native software for the document. It also means
that you have a copy of the document that is an accurate representation of the document when it was
received.
The list below covers some of the options available to Capture Plus customers, typically these are used to
streamline document handling and management processes.
Capture Plus Features Include:
 Capture and Conversion of inbound documents to PDF/A format
 Custom Document Queues
 Optical Character Recognition
 Barcode Recognition
 On screen approval with workflows
 Document Association
 Bespoke business logic and capture feature customizations
11.1 Understanding the Capture Plus SDK Framework
Before continuing it is recommended that you read the Zetadocs for NAV SDK Primer section of this
document.
The three elements to the Zetadocs for NAV Capture Plus SDK are:
1. Interfaces
 Zetadocs Document Queue (Form / Page)
o This has been designed to work for any queue and should not be modified to
implement customizations without consulting Equisys plc.
 NAS
o It is possible to author a NAS service to automatically perform scheduled
document queue processing.
2. Zetadocs Core Codeunits
 Zetadocs Capture codeunit
o This codeunit provides functions that are called by the Interfaces to complete
linking actions.
3. Integration and Customization Codeunits
 Zetadocs Capture Integration codeunit
o This is currently not used and is only present for backward compatibility with
earlier versions