Installation guide
Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 99
Some of these fields will be familiar from having worked with the Zetadocs Company Rule used in the
GetCompanyRule trigger function in the Zetadocs-Send Integration codeunit. Let’s break them up into their
respective parts and get familiar with their use and how we can exploit this to implement our specific
business logic and workflow.
Record Fields (1 – 2)
The Record ID and Record No. represent the typeless and typed references to the record we are sending.
Record ID is used by the core processing of Zetadocs for NAV to tie the send results and records together.
Record No. is what will ultimately be passed to Zetadocs for use as an external reference by either the
recipient or in archiving to SharePoint. For more information on Record No. click here.
Example Usage:
Having the Record ID of what you are sending means you can get that record and query or use values from
that record to implement logic for changing other fields in the Zetadocs Send Result.
Company Fields (10 – 12)
These fields and their use should be extremely clear by now. The Company Type Code allows us to integrate
with native and bespoke company tables such as Customer, Vendor and one of your own design. Company
No. and Company Name are then obvious references to the id and display name of the company.
Delivery Method (20)
This controls the addressing that is selected for sending, E-Mail, Fax or Hard Copy. Some obvious
customization possibilities include implementing a company policy such as “Any company sensitive
information should not be emailed under any circumstance and should be faxed or printed only.”
Depending on particular reports or recipients the delivery method could be checked or changed to uphold
company policy.
Contact Fields (30 – 31)
In collaboration with the Company fields these fields can integrate with native and bespoke systems for
contact addressing information resolution. By setting and validating this field is it possible to pull the
information from the contact based on the logic that is implemented in the Zetadocs Send Result table
triggers as discussed previously.
Addressing Fields (40 – 60)
Provides the ability to set additional email recipients in the Cc and Bcc fields, these fields are without
relationships to the contact and company references that may or may not be present in the send result
record. This means that addressing information can be taken from anywhere for the respective email, cc,
bcc, fax and print addressing fields. Care should be taken to clear the company and contact no. fields before
setting these values manually.
Archiving Fields (70 – 72)
Set in the Zetadocs General Settings, the SharePoint archiving settings are available for per record
modification. This can be used for example in deciding whether or not the document is archived depending
on its content or changing the archiving location to a limited permissions document library in SharePoint, or
sub categorizing documents using the Zetadocs Archive Document Type.
Properties:
Archiving Enabled – per document archiving
Archive Location – the archive connection string takes the following format
“sharepoint: <site> , <archive library>[/subfolder[/subfolder…]]”
E.g. “https://mysite.sharepoint.com, Zetadocs/Mysubfolder”
Archive Document Type
WARNING: Consideration should be taken when modifying the subfoldering of documents to SharePoint as
this can dramatically affect performance or visibility of document from SharePoint in NAV. Please refer to
the advice on file planning in this guide.