Zetadocs
How does Zetadocs work?
Delivery by email
Packaging and posting statements, invoices and remittance notifications is a time consuming and costly process. Zetadocs for NAV delivers these accounting documents automatically by email.
It delivers documents in batches using a combination of rules to ensure that the customer gets the right document in the form they want to receive it. Users can define delivery based on the following:
- Company name
- Contact name
- Document type
- Preferred method of receipt (email or print)
Document automation
Zetadocs for NAV produces documents with consistent content and a professional appearance.
It uses templates that define how a document will appear when sent from NAV. Using the rules defined above, stationery is automatically overlaid and specific attachments can be added to ensure the customer always receives the correct information. For example, different payment conditions can be added to documents sent to customers on different terms.
Fast document retrieval
Zetadocs for NAV automatically indexes and archives copies of all documents sent from NAV into SharePoint. These documents are then made available online for search and retrieval, allowing your business to share valuable NAV information across the organization to help employees respond to customer queries.
Zetadocs creates a unique ID for each document stored in SharePoint so that all parts of a transaction can be linked. NAV and non-NAV users can easily find related documents by searching for a single item. For example, a search for an invoice would also retrieve the related purchase order.