Document management

for Business Central

The Zetadocs suite of add-ons for Microsoft Dynamics 365 Business Central helps you streamline business processes, freeing you from paper and improving the way your business operates. Finance departments, customer services, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.

Zetadocs Delivery

Read about Zetadocs Delivery

 
Zetadocs Express is available at no additional cost for up to four Business Central users

Email reports directly from Business Central

  • Send Sales & Purchases reports individually
  • Automatic addressing of emails
  • Personalized email subject
  • File copies automatically in Office 365's SharePoint Online
  • More about Zetadocs Express

Tap the Delivery Essentials tab to read about delivery in batches

 
Zetadocs Express features, plus...

Configurable personalized batches

  • Bulk emailing of personalized invoices, statements and reminders
  • Consolidate multiple emails to same recipient
  • Flexible control over adding standard attachments like terms & conditions
  • Flexible delivery rules to set the From email address, add additional recipients and change default delivery method
  • More about about Zetadocs Delivery

Tap the Delivery Plus tab to read about automating the distribution of documents from Business Central

 
Zetadocs Express and Delivery Essentials features, plus...

Fully customizable automated batches

  • Override the entire delivery logic and rules with code
  • Schedule emailing of statements and reminders automatically using Job Queues
  • Programmatic control over attachments, for example to attach copy invoices to reminders
  • Set additional archived metadata
  • More about about Zetadocs Delivery

Zetadocs Delivery Plus is coming to AppSource: read more

Zetadocs Capture

Read about Zetadocs Capture

 
Zetadocs Express is available at no additional cost for up to four Business Central users

Drag and drop archiving

  • File documents and emails against Sales and Purchases records in Business Central
  • Sets standard metadata such as the record no. for filtering document lists in SharePoint Online
  • Drag and drop in the Web client
  • Touch and choose to attach files on tablets and phones
  • More about Zetadocs Express

Tap the Capture Essentials tab to read about handling batches of scanned and emailed documents

 
Zetadocs Express features, plus...

Configurable secure archiving

  • Configurable folder structure for your archive, organized by date, customer and document type
  • Option for additional SharePoint archive metadata to satisfy your business needs
  • Secure access to archived documents using Office 365's SharePoint Online authentication
  • Find files and emails attached to other records from any Business Central record
  • More about about Zetadocs Capture

Tap the Capture Plus tab to read about automating the filing of received documents, linking each to Business Central

 
Zetadocs Express and Capture Essentials features, plus...

Automated filing using barcodes

  • Customizable document queues for automated filing to any existing Business Central record
  • Unattended automation as a background task on Business Central
  • Full customizable control to set additional SharePoint archive metadata
  • Archive searchable PDF/A files in SharePoint
  • More about about Zetadocs Capture

Zetadocs Capture Plus is coming to AppSource: read more

We also have an add-on for Business Central that helps you manage travel and entertainment expenses:

Capture, submit and approve travel and business expenses for reimbursement
  • On the go capture of expenses, sync when back online
  • Automatic policy enforcement for a smoother claims process
  • Reminder emails for approvers to help prevent delays in signing off expenses
  • Seamless Business Central integration for reimbursement and credit card reconciliation
  • 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

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Recent news

This article describes the new features and other improvements in the August 2019 release of the Zetadocs Expenses service. Zetadocs Expenses ...

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