Zetadocs Capture

Instant access to documents in Microsoft Dynamics NAV

Banner

The Capture editions of Zetadocs for NAV store emails and scanned documents alongside Microsoft Dynamics NAV transactions for instant access from within NAV or directly from an electronic archive. This speeds up handling customer queries and cuts time spent on traditional paper filing.

Icon

More ways to capture documents

Drag and drop emails, PDFs and images directly onto records in NAV – Snap and upload photos of documents when mobile – Process scanned documents in batches, filing them with links to appropriate NAV transactions

Search Icon

Powerful search and retrieval

Documents are filed and indexed automatically and consistently, making searching for them later easier, across your organization

Icon

Enhanced secure storage

The central archive removes inefficiencies from documents being spread across different systems and locations in paper and electronic form – it may be on a SharePoint server, on SharePoint Online (Office 365) or as network folders on your file server

Seamless integration with Microsoft Dynamics NAV

Zetadocs is installed and configured on your Dynamics NAV server – no client software is required. Zetadocs supports all NAV clients, so no matter if you are using the NAV Windows client that’s installed on your desktop, streamed to your PC via ClickOnce, the NAV Web client or even the Dynamics NAV app on devices, you can use Zetadocs to capture documents so that they are shown alongside their related NAV records.

Datasheet

Download datasheet

Download the datasheet to find out more

Zetadocs saves time, cuts costs and improves service levels

Find out how from our sales team or discover our solutions.

Drop us a line Our solutions

EquisysLogo

Recent news

A simple guide to implementing Zetadocs Expenses SaaS (Software-as-a-Service) solutions have taken the industry by storm. There are many reasons behind their success, but in this article, I would like to focus on the simplicity of implementing a ...
Reflections on Directions EMEA Directions EMEA had a lot to live up to after the roller coaster that was the North American edition last month. It’s fair to say it surpassed expectations. There was much confusion following ...