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Automated document filing

Instant access to documents in Business Central and NAV

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Zetadocs Capture

Automated document filing

The Capture editions of Zetadocs store emails and scanned documents alongside Microsoft Dynamics 365 Business Central or NAV transactions for instant access from within 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 emails, PDFs and images directly onto records in Business Central or NAV – Snap and upload photos of documents when mobile – 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, 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

How can Zetadocs help your business?

Book a personal, online demonstration with one of our consultants to see how Zetadocs Delivery can help your company.

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Seamless integration with Business Central and NAV

Zetadocs is installed and configured on your Business Central or NAV server – no client software is required. Zetadocs supports all Business Central and NAV clients, so no matter if you are using the Business Central web client, the Business Central app on devices or even the NAV Windows client installed directly on your desktop or streamed to your PC via ClickOnce, you can use Zetadocs to capture all original documents so that you have on screen visibility of them alongside their related records.

Get the Zetadocs Delivery and Zetadocs Capture Extension for Business Central in AppSource now.

Zetadocs saves time, cuts costs and improves service levels

Find out how from our sales team or discover our solutions.

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Recent news

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