Zetadocs Delivery and Zetadocs Capture Assisted Setup

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Zetadocs Delivery and Zetadocs Capture Assisted Setup

 

The Zetadocs Delivery and Zetadocs Capture Extension for Business Central includes the Zetadocs Delivery and Zetadocs Capture Assisted Setup to help you configure the Extension.

 

Assisted Setup

Assisted Setup is a wizard like set of screens to help setup newly installed Extensions or configure Business Central features.

 

To run the Assisted Setup:

 

  1. Open Business Central and from the Command bar, choose Setup & Extensions > Assisted Setup.
  2. Click on Set up Zetadocs Delivery and Zetadocs Capture.
  3. Follow the instructions presented during the assisted setup and enter the following information when prompted:

 

Zetadocs License Number

 

Field

Description

License Number

Enter the Zetadocs Express, or Zetadocs Delivery and Zetadocs Capture license that appears on your Zetadocs License Certificate.

 

  1. Choose Allow Always when prompted so that the license number can be registered.
  2. At this stage the Zetadocs standard configuration is downloaded.
  3. Click Next and to enable the logged in Business Central user as a Zetadocs User.
  4. You can use the User Management screen to add extra users and click Next once complete.

 

Delivery Settings

 

Field

Description

SMTP Server

This the address of your SMTP server that will be used to to send emails for Zetadocs Delivery. For Office 365, the SMTP Server is smtp.office365.com

SMTP Server Port

For Office 365, the SMTP port number is 587.

Secure Connection

For Office 365, this setting must be On.

User ID

Enter the email address of the Microsoft Work Account that will be used to send emails for Zetadocs Delivery.

Password

Enter the password of the Microsoft Work Account that will be used to send emails for Zetadocs Delivery.

From

Enter the From email address that will be used to send emails for Zetadocs Delivery. The User id specified above must have permission to send on behalf of this email address.

 

  1. Click Next once done.

 

Documents Archive Settings

 

Field

Description

SharePoint Site Address

Enter the SharePoint Online site that will be used for archiving files.

e.g. https://example.SharePoint.com/sites/yoursitecollection

 

  1. Click Authorize and then follow the on screen prompts to grant Zetadocs permission to access the SharePoint Online Site specified so that Zetadocs can store and retrieve documents.
  2. Click Next to continue once done.
  3. Now click Finish.

 

Rerun the Assisted Setup

You can run the Zetadocs Delivery and Zetadocs Capture Assisted Setup again if required to reset your system to factory defaults.

 

Next Step

You have now completed the installation and setup of Zetadocs Delivery and Zetadocs Capture. You are now ready to test the Zetadocs system.