Introduction to Zetadocs Express
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What's new in Zetadocs Express for Microsoft Dynamics NAV 2013 |
Zetadocs Express for Microsoft Dynamics NAV is our downloadable document management module for NAV, available at no additional cost to users of the RoleTailored client who are on a Business Ready Enhancement Plan. It is the result of a collaboration between Microsoft and Equisys to provide Microsoft Dynamics NAV 2013 & NAV 2009 customers the additional value of integrated document management using SharePoint.
- Drag & Drop: Any file, email or attachment can be dragged and dropped onto a record in the NAV Windows client to store it in SharePoint, linked to the record and listed in the Documents FactBox
- Workflow: Initiate and monitor SharePoint document approval workflows. Simple SharePoint workflows can be started for any document listed in the FactBox, such as an invoice, and the approval status monitored in NAV
- Save & Send: Click the “Save and Send” button to email almost any customized NAV report using SQL Server Reporting Services, archiving a copy automatically in SharePoint for future retrieval on-screen
- On-premise or in the Cloud: Use your existing on-premise SharePoint 2010 server or choose Office 365’s SharePoint Online for cloud-based document archiving and retrieval at any time, from anywhere
Watch this 5 minute video to see Zetadocs Express in action:
Getting started with Zetadocs Express
- Check that you are using the latest version of the RoleTailored client and that your Business Ready Enhancement Plan for upgrades, support and service is current.
- Download Zetadocs Express.
- It's then straightforward for your Microsoft Dynamics partner (reseller) to install the software on your Microsoft Dynamics NAV system and link it to SharePoint.
How to use Zetadocs Express
Watch the user training video.
Further information
Technical installation documentation is available for download here.
Answers to common technical questions are given in the FAQ.
Community support for Zetadocs Express is available here.
Other editions of Zetadocs for NAV
You can compare Zetadocs Express with other editions of Zetadocs here.
Reduce costs
Cut out direct costs and reduce hidden expenses:
- Send reports directly from the RoleTailored client using email, reducing postage and stationery costs
- Store inbound emails, documents and faxes in SharePoint alongside copies of documents that have been sent, reducing the need for expensive paper filing systems
- Documents filed online with links into Microsoft Dynamics NAV are available for collaborative working and approval on screen, streamlining key business processes to reduce hidden business costs
Improve service
Documents can be quickly and easily retrieved by authorized personnel from within the RoleTailored client or a web browser helping queries to be handled quickly and efficiently, improving the service you offer:
- Documentation is stored online with automatically created links, helping ensure business critical information is immediately on hand and never lost due to misfiling
- Secure, controlled access online removes the risk of loss through a disaster such as fire or flood
Care for the environment
Reduce you dependence on paper:
- Delivering documents electronically cuts the carbon emissions arising from manufacturing paper and delivering it by conventional mail
- Capturing and storing documents electronically reduces the need for printing and encourages recycling of paper you receive
