Automated document filing

Instant access to documents in Business Central

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Capture and file documents online for rapid retrieval

The Capture editions of Zetadocs store emails and scanned documents alongside Microsoft Dynamics 365 Business Central or NAV transactions for instant access from Business Central or 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 related emails, PDFs and images directly onto records in Business Central or NAV; process scanned documents in batches, filing them with links to appropriate financial transactions

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Powerful search and retrieval

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

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Enhanced secure storage

The central online archive removes inefficiencies from handling a mix of paper and computer files across different systems and locations

See how Zetadocs Capture can help your business

Features and pricing

Zetadocs
Express

Free

Available at no software cost for up to four users

Drag & Drop archiving:

 Drag & Drop related documents onto a Business Central or NAV record

Zetadocs
Capture Essentials

£0.00/mth*

Automatically file documents and find them quickly and easily

All Express features, plus:

 Process documents in batches

 Convert documents to PDF/A

 Enhanced indexing and filtering

 Configure folders by date/customer/type

Zetadocs
Capture Plus

Call for prices

With further automation and scope to customize

All Essentials features, plus:

 Automated filing of batches of documents

 Customize to meet your individual requirements

AppSource

Available on Microsoft AppSource

You can get the Zetadocs Capture extension for Business Central from Microsoft AppSource here

Testimonials

Getting Zetadocs for our Dynamics NAV was one of the best decisions. Especially in light of the recent situation where most of us are working from home, we no longer need to print out paperwork and documents but can still access them via Zetadocs. It saves paper, good for the environment and perfect for working from home.

We now save considerable time by capturing certificates electronically with Zetadocs and archiving them alongside the seed lot within Business Central. We're expanding to using Zetadocs Delivery Plus to send tens of thousands of invoices and statements.

Misplaced and lost documents are a thing of the past using the Zetadocs Capture drag & drop feature. All documents relating to a single sales order are stored against the related transaction in Business Central, winning us time later in the sales process when we need to respond to customer queries.

What next?

Book your personal, online demonstration with one of our consultants to see how Zetadocs Capture can help your company.
Download the datasheet on Zetadocs Capture or a case study; look at our videos, brochures and other resources.

In depth: Technical information about Zetadocs, Online help and future enhancements for Zetadocs

 Book demo Videos, etc

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