Zetadocs for NAV Knowledgebase
The knowledgebase contains advice you should review prior to performing your installation of Zetadocs. The product comes in a number of editions, please review the details relevent to your installation.
Our fully featured Microsoft Dynamics NAV solution, we recommend you view the latest advice below and get the most up to date tools prior to beginning your install.
Pre-Install Checklist
Please review these criteria against the information provided below to ensure you have everything you require for your installation.
- Verify your install environment against our technical specifications to ensure compatibility.
- Check for any software updates relevant to your install.
- Review the latest Installation Notes.
- Download the latest Installation Tools.
Software Updates
Version 10.0 of Zetadocs for NAV is now available.
Installation Notes
The installation notes below provide additional information for Upgrades and known issues.
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Upgrades and Special Installation Scenarios
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Description: |
This technote summarises the changes in the latest version of Zetadocs for NAV. |
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Technote: |
ztn4506.htm |
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Published: |
10th January 2018 |
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Description: |
This technote explains how to perform the upgrade to the latest version of Zetadocs for NAV. |
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Technote: |
ztn4430.htm |
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Published: |
10th January 2018 |
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Description: |
This technote explains how to perform an upgrade to the latest version of NAV with Zetadocs for NAV installed. |
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Technote: |
ztn4478.htm |
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Published: |
11th January 2017 |
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Description: |
This technote explains how to perform an upgrade from Zetadocs Express to the latest version of Zetadocs for NAV. |
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Technote: |
ztn4315.htm |
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Published: |
11th January 2017 |
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Description: |
This technote explains how to migrate a Zetadocs Client delivery deployment to a Zetadocs NAV Server Delivery deployment. |
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Technote: |
ztn4488.htm |
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Published: |
9th May 2017 |
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Description: |
This technote explains how to send temittance advice reports using Zetadocs. |
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Technote: |
ztn4375.htm |
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Published: |
10th January 2018 |
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Known Issues
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Description: |
When emailing documents with the Zetadocs Client integrated with Outlook warning message is displayed indicating that a program is trying to access Outlook. |
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Technote: |
ztn3604.htm |
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Published: |
31st July 2013 |
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Description: |
When sending a batch of remittance advices from the Payment Journal, the user finishes queueing up the job and immediately posts it. Zetadocs fails to deliver the batch. If the user does another payment run creating new entries in the Gen. Journal Line table and then retries the previously failed job, the retried job entries will be sent with the wrong PDF attached in the email. |
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Technote: |
ztn4500.htm |
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Published: |
10th January 2018 |
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Description: |
When viewing documents in the Zetadocs 32-bit client factbox additional files are displayed which are not related to the current document. |
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Technote: |
ztn4491.htm |
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Published: |
1st September 2017 |
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Description: |
This Zetadocs for NAV update contains a fix to allow date filters to be used in reports for cumulative update 4 for NAV 2017, and cumulative update 17 for NAV 2016. |
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Technote: |
ztn4496.htm |
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Published: |
17th October 2017 |
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Customizations and General Advice
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Description: |
This technote provides key considerations and offers advice for optimal hardware selection, sizing and performance. |
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Technote: |
ZTN4452.htm |
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Published: |
31st March 2016 |
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Description: |
Access to the Dynamics NAV Windows Client is blocked after clicking the Send button to deliver a batch of documents. |
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Technote: |
ZTN4453.htm |
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Published: |
31st March 2016 |
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Description: |
Access to the Dynamics NAV Windows Client is blocked after clicking Archive All Linked Items on a Zetadocs Document Queue on a Zetadocs server only deployment. |
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Technote: |
ZTN4454.htm |
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Published: |
31st March 2016 |
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Description: |
For any Zetadocs for NAV related issues, logs can be created. These are required to gather more information. |
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Technote: |
ZTN4457.htm |
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Published: |
31st March 2016 |
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Description: |
Archiving documents to SharePoint using Zetadocs for NAV 5.0 is subject to file size limits imposed by SharePoint 2010. This technote details ways in which you can reduce the size of files being archived
to SharePoint.
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Technote: |
ZTN4168.htm |
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Published: |
Mon, 16th April 2012 |
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Description: |
This technote is intended for Administrators and VARs who are responsible for setting up archiving to SharePoint using Zetadocs for NAV. |
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Technote: |
ZTN4167.htm |
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Published: |
15th March 2013 |
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Description: |
This technote is intended for Administrators and VARs who are responsible for setting up archiving to a Zetadocs Archive using Zetadocs for NAV. |
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Technote: |
ZTN4290.htm |
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Published: |
4th December 2013 |
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Description: |
This article demonstrates how you can use the Zetadocs for NAV Delivery Plus WriteAdditionalEmbCommsToFile function to fetch additional related documents from SharePoint or Zetadocs Archive which are
then combined with the printed NAV report into a single PDF. This will then be sent to the NAV recipient.
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Technote: |
ZTN4105.htm |
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Published: |
4th January 2016 |
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Description: |
This article demonstrates how you can use the Zetadocs for NAV Delivery Plus WriteAdditionalEmbCommsToFile function to fetch additional related documents from SharePoint Server or the Zetadocs Archive
which are then combined with the printed NAV report into a single PDF.
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Technote: |
ZTN4397.htm |
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Published: |
14th March 2016 |
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To search our archive of technotes, for advice relating to a specific issue, please use the Search tech notes Quick link
The Zetadocs Page and Report Modification tools are used to automate modifications to existing NAV objects and speed the installation process. Please see the installation guide for information on how to use the installation
tools.
Documentation
These pdf files contain detailed information on the set up and use of your Zetadocs for NAV system.
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Zetadocs Approvals is an add-on for Microsoft Dynamics NAV that puts the whole approval process on screen and under your control. It is designed to give Accounts Payables teams the ability to send Purchase documents for approval.
Pre-Install Checklist
Please review these criteria against the information provided below to ensure you have everything you require for your installation.
- Verify your install environment against our technical specifications to ensure compatibility.
- Review the latest Installation Notes.
Installation Notes
The installation notes below provide additional information for non standard installations.
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Description: |
This technote explains how to disable the NAV write-back functionality of Zetadocs Payables Approval.
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Technote: |
ztn4222.htm |
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Published: |
27th December 2012 |
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Description: |
When inviting a new user to Zetadocs Payables Approval an invitation email is sent to the user. In some cases, the invitation email may not appear in the user's inbox but will be considered as a
spam message instead.
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Technote: |
ztn4226.htm |
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Published: |
27th December 2012 |
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Description: |
Advice on what to do when users register the wrong Microsoft Account against their Zetadocs Payables Approval Account.
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Technote: |
ztn4224.htm |
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Published: |
27th December 2012 |
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Description: |
When browsing to the Zetadocs Payables Approval website using Internet Explorer 8 formatting problems can occur on Windows Server Mchines.
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Technote: |
ztn4225.htm |
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Published: |
27th December 2012 |
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To search our archive of technotes, for advice relating to a specific issue, please use the Search tech notes Quick link
Documentation
The Zetadocs Approvals Help guide is available from the link below.
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Expense management; seamlessly integrated with Microsoft Dynamics NAV.
Pre-Install Checklist
Please review these criteria against the information provided below to ensure you have everything you require for your installation. Verify your install environment against our technical specifications to ensure compatibility.
Documentation
The Zetadocs Expenses user guide is available from the link below.
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