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8.1
The Zetadocs General Settings Form ..................................................................................................37
8.2
Zetadocs Document Queue Form ........................................................................................................38
8.3
Zetadocs Delivery Settings Form.........................................................................................................38
8.4
Zetadocs Report Settings ....................................................................................................................39
8.5
Template Settings ............................................................................................................................... 41
8.6
Understanding Zetadocs Rules ...........................................................................................................42
8.7
Zetadocs System Rule Card ................................................................................................................43
8.8
Customer and Vendor Rule Card .........................................................................................................44
8.9
Zetadocs Delivery Rules ......................................................................................................................45
9.
Using Document Templates ...................................................................................51
9.1
Preconfigured Document Template Features ...................................................................................... 51
9.2
Template Wizard - Adding an attachment to a template .....................................................................52
9.3
Replacing the stationery .....................................................................................................................52
9.4
Adjusting the Email message ..............................................................................................................54
10.
SDK Primer ........................................................................................................... 57
10.1
Goals of the SDK .................................................................................................................................57
10.2
Understanding the Framework ............................................................................................................57
10.3
Process Flow .......................................................................................................................................57
11.
Zetadocs Capture Plus .......................................................................................... 60
11.1
Understanding the Capture Plus SDK Framework ...............................................................................60
11.2
Process Flow ....................................................................................................................................... 61
11.3
Capture Plus Example Scenario .......................................................................................................... 61
11.4
Overview of the Zetadocs Capture Plus Install .................................................................................... 61
11.5
Zetadocs Server Install .......................................................................................................................62
11.6
Custom Document Queue Configuration in NAV .................................................................................62
11.7
Adding Document Queues to your NAV Menusuite NAV .....................................................................63
11.8
Adding Document Queues to a Role Centre ........................................................................................64
11.9
Modify record forms for archive search and retrieval ..........................................................................65
11.10
Implementing you Custom Document Queue Actions (Custom Queues Only) ....................................65
12.
Enabling Barcode Support .................................................................................... 70
12.1
Installing the barcode font .................................................................................................................. 71
12.2
Modify an NAV report to add a barcode .............................................................................................. 71
12.3
Adding code to the GetLinkDisplayString function..............................................................................72
12.4
Write code in the GetAutoLink function ..............................................................................................73
12.5
Further Capture Customizations .........................................................................................................75
12.6
Capture Reference ..............................................................................................................................76
13.
Automation using Extracted Text .......................................................................... 80
13.1
Enabling Zetadocs Document Capture Text Extraction ........................................................................80
13.2
Approvals in NAV using Extracted Text ............................................................................................... 81
14.
Zetadocs Delivery Plus ......................................................................................... 87
14.1
Understanding the SDK Framework ....................................................................................................87
14.2
Process Flow .......................................................................................................................................87
14.3
Summary ............................................................................................................................................89
15.
Send Any Report ................................................................................................... 90
15.1
Configured Send .................................................................................................................................90
15.2
Custom Send ...................................................................................................................................... 91
16.
Bespoke Contacts and Company Types ................................................................. 94
16.1
Company Types ..................................................................................................................................94
16.2
Contacts ..............................................................................................................................................96
17.
Zetadocs-Send Customize codeunit ...................................................................... 98
17.1
GetAdditionalEmbComms ...................................................................................................................98
17.2
OverrideSendResult ............................................................................................................................98
17.3
WriteAdditionalEmbCommsToFile ..................................................................................................... 101
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18.
Technical Information ......................................................................................... 105
18.1
Microsoft Dynamics NAV Compatibility ............................................................................................. 105
18.2
Installation Pack Contents ................................................................................................................ 105
18.3
Technical Specifications ................................................................................................................... 105
18.4
Product Variants ............................................................................................................................... 106
18.5
Point Solutions ................................................................................................................................. 107
18.6
Zetadocs NAV Licensing .................................................................................................................... 107
18.7
Archiving File plan ............................................................................................................................. 108
19.
Zetadocs Server Information ............................................................................... 109
19.1
How the Zetadocs Server works ........................................................................................................ 109
20.
Testing Zetadocs Delivery and Capture Essentials .............................................. 112
20.1
Testing Delivery Essentials ............................................................................................................... 112
20.2
Testing Optional Delivery Features ................................................................................................... 115
20.3
Testing Capture Essentials Features ................................................................................................. 116
20.4
Document Queues ............................................................................................................................ 117
20.5
Creating Documents using the Sales and Purchase Document Queues ............................................ 117
20.6
Continuing the Installation ............................................................................................................... 118
21.
Testing Delivery and Capture Plus ....................................................................... 119
21.1
Creating Documents using the Custom Document Queues ............................................................... 119
22.
Manual Modification of the NAV pages, forms and reports ................................. 120
22.1
Role Tailored Client Sample Pages Import ........................................................................................ 120
22.2
Modifying NAV Pages Manually ........................................................................................................ 120
22.3
Classic Client Sample Forms Import .................................................................................................. 121
22.4
Modifying NAV Forms Manually ........................................................................................................ 122
22.5
Using the Zetadocs Sample Reports ................................................................................................. 124
22.6
Manually Modifying your Existing Reports ........................................................................................ 125
22.7
Classic Client specific layout modifications ...................................................................................... 127
22.8
Creating Document Libraries for Zetadocs for NAV ........................................................................... 127
23.
Adding Capture Essentials features in other areas of NAV .................................. 129
23.1
Adding additional references to the Metadata information into the Zetadocs Metadata Mappings
Table ................................................................................................................................................. 129
23.2
Adding Capture Essentials Features to Forms ................................................................................... 129
23.3
Adding Capture Essentials Features to pages ................................................................................... 130
24.
Archive Search Configuration .............................................................................. 132
25.
Troubleshooting ................................................................................................. 134
25.1
Troubleshooting ............................................................................................................................... 134
26.
Routine Activities ................................................................................................ 136
26.1
Operational Checklist ....................................................................................................................... 136
26.2
Security Hardening ........................................................................................................................... 136
26.3
Performing a Zetadocs for NAV Backup ............................................................................................ 137
27.
Migrating to the live database ............................................................................ 139
27.1
Exporting the Configuration .............................................................................................................. 139
27.2
Exporting Modified Forms, Tables or Reports ................................................................................... 139
27.3
Importing Zetadocs to the Live NAV System ..................................................................................... 139
28.
Installing Zetadocs for NAV using Group Policy .................................................. 140
29.
Upgrading Zetadocs Express to the full product .................................................. 141
30.
Uninstalling Zetadocs for NAV ............................................................................ 142
30.1
Uninstallation Overview .................................................................................................................... 142
30.2
Rollback of NAV Reports ................................................................................................................... 142
30.3
Removing Zetadocs for NAV Objects ................................................................................................. 142
13
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This edition 23rd July 2013 © Copyright Equisys Ltd 2013 All trademarks acknowledged All rights reserved
Page 150
30.4
Uninstalling the Zetadocs Client ....................................................................................................... 143
30.5
Uninstalling the Zetadocs SharePoint Extensions ............................................................................. 144
30.6
Uninstall Zetadocs for NAV Client Help Files ..................................................................................... 144
30.7
Uninstalling the Zetadocs Server ...................................................................................................... 145
31.
Assigning a specific icon for your pdf files in SharePoint (Optional) .................. 146
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