Document Dynamics

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Extending Zetadocs capture capabilities

Greg Cole

In the previous blog  Taxonomy doesn't have to be taxing we talked about how indexing documents consistently when you capture them in SharePoint makes searching easier. Especially useful for customer service or project teams that need access to financial documents normally held within the ERP system. Zetadocs can also archive and store those documents in a folder structure to aid browsing or help optimise SharePoint for the best list view performance. Our configurable Capture Essentials editions take your storage file planning beyond what’s possible with Zetadocs Express by simply selecting the pre-configured sub-folders on the Zetadocs General Settings Page. But what if your storage needs are more detailed than what we provide for you straight out of the box and you require your documents to be stored following custom business rules? Well that’s where our Capture Plus edition comes into play.

Plus requirement

A Capture Plus license gives you access to functions in the Zetadocs-Capture Customize codeunit. This codeunit can be extended by partners using C/AL code in a repeatable way to meet custom requirements. In fact, one of the key principles of Zetadocs for NAV is a clear distinction between Zetadocs core codeunits and specific codeunits provided for partner customization. This way our partners are able to develop software in a familiar programming language, working from strong examples, whilst making it far easier to port each customization with minor modifications for the next customer.

Work by exampleCustomer Folders

The Zetadocs-Capture Customize contains an example in the PreArchive function to create a custom folder structure. The example here shows how to create a folder structure based on a root folder name, the transaction type, and then the name of the customer or vendor. This example can simply be uncommented to get something working immediately and then extended to meet your need.

See both sides of the picture

I’ve focused above on the capture element of our solution, but it makes sense that if your teams need access to documents captured and associated with ERP records, then surely they’d benefit from those created in ERP that have been sent out too. Our Delivery Plus edition has a similar capability that can follow the same folder structure you’ve defined in the Capture Customize codeunit. We’ve also provided an example of how to achieve that in the Zetadocs-Send Customize codeunit too so that you see both incoming and outbound documents within the precise folder structure you’ve devised.

Help is at hand

Sometimes the documentation and samples can only go so far and a conversation with a specialist can help unblock or just clarify an area. That is where we believe we can add value when you partner with an ISV like us. We will work with you to create a solution to meet each of your customer’s precise needs.  That can make the difference between an effective document management system that can be customized quickly to meet specific needs and one that is basic and generic that you have had to develop extensively on your own with little or no support.

Say yes all the time

So when you next talk to an existing customer or prospect about their document management requirements, if they’d like to store or search for their documents in a particular way you can confidently say that Zetadocs can help with that. Get in touch if you want to find out more at sales@equisys.com.

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