Equisys technical notes

Technical guidance, explanations and fixes for our products

HOWTO: Upgrade Zetadocs for NAV for use with NAV 2013



ID: ZTN4229

This Zetadocs technical note applies to:

  • Version 4.2 of Zetadocs for NAV and earlier
  • Microsoft Dynamics NAV 2013


This document explains how to maintain your document management capabilities after upgrading to NAV 2013. Support for NAV 2013 is provided in the Platform Feature Pack for version 5 of Zetadocs for NAV and in the version 5.5 release. Customers upgrading to NAV 2013 will need to update to one of these versions. There are a number of differences between versions 4.2 and 5.5 of Zetadocs for NAV which are detailed below which you should consider before upgrading.

Customers upgrading to NAV 2013 already running version 5 of Zetadocs for NAV should view the following advice in ZTN4240. Those upgrading from earlier versions should click here for further details.

More information

New features in version 5.5 of Zetadocs for NAV:

In the Cloud or on-premise -Full support of Microsoft Office 365's SharePoint Online for document archiving and retrieval, as an alternative to SharePoint Server or SharePoint Foundation; compatibility with hosted and on-premise NAV.

SharePoint Document Workflow - Company-wide approval of  documents, with email notifications and the approval status displayed in NAV.

Simpler, faster installation - The new Zetadocs Interface Modifier tool automates the NAV interface changes.

Lighter integration with SharePoint - No direct access is required to the SharePoint server to install software. Installation instead leverages the standard tools offered by the SharePoint Client Object Model (CSOM) and Sandboxed solutions.

Document FactBox - The current Zetadocs Documents FastTab is replaced by the Documents FactBox in the RTC and as a Documents sub-form in the Classic Client.

Deprecated Features

The following features are no longer available, have changed significantly or have been superseded by newer more advanced features.

The Documents Fast Tab

The Zetadocs Documents FastTab has been replaced by the Documents FactBox in the RTC and as a Documents sub-form in the Classic Client. The Documents Factbox provides the following additional functionality:

  • Native Applications are now used to view items from the FactBox.
  • SharePoint Document Workflow – It is possible to start and monitor a Zetadocs workflow against a document in the documents FactBox.
  • FactBox displays all of the related documents

Unattended Automation

NAV 2013 uses a different type of NAS as part of the service tier - NST, this is not supported by Zetadocs. As such any automation actions previously implemented, such as autolinking, will no longer working following an upgrade to NAV 2013 or NAV 2013 R2.


Zetadocs for Microsoft Dynamics NAV Installation Guide

Last updated: 21st October 2013 (MW)

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