Zetadocs Capture

Instant access to documents in Microsoft Dynamics NAV

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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.

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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

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Powerful search and retrieval

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

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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.

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Zetadocs saves time, cuts costs and improves service levels

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