New Systems - Zetadocs
Software for running on premises is available as downloads. The installation and setup is fully documented. Use the links below for installing new systems. Updates and hotfixes for your existing system are available here.
Our fully featured Document Management solution for Microsoft Dynamics 365 Business Central and Dynamics NAV.
Step 1: Validate your environment
Verify your installation environment to ensure compatibility.
Step 2: Review our latest installation advice
The technotes below provide additional information and advice.
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Description: |
This technote summarises the changes in the latest version of Zetadocs. |
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Technote: |
ztn4518.htm |
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Published: |
20th December 2018 |
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Description: |
This technote explains how to send remittance advice reports using Zetadocs. |
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Technote: |
ztn4375.htm |
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Published: |
10th January 2018 |
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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 is subject to file size limits imposed by SharePoint. 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. |
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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. |
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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 Delivery Plus WriteAdditionalEmbCommsToFile function to fetch additional related documents from SharePoint or Zetadocs Archive which are
then combined with the printed report into a single PDF. This will then be sent to the 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 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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Step 3: Download Zetadocs Delivery and Zetadocs Capture
Zetadocs Delivery and Zetadocs Capture (version 11.0.2006) is now available.
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If you are installing Zetadocs Capture to auto-link barcoded documents to records, you will also need to download the Zetadocs Server, responsible for reading barcodes and converting documents.
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The Zetadocs Page and Report Modification tools are used to automate modifications and simplify the installation process. Please see the installation guide for information on how to use the installation tools.
Step 5: Follow the documentation
These guides contain detailed information on the set up and use of your Zetadocs Delivery and Zetadocs Capture systems.
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You can request a license and download link for Zetadocs Express from here. We will send you details on how to install and configure it.
Sends Purchase documents for approval and puts the whole approval process on screen and under your control.
Step 1: Validate your environment
Verify your installation environment to ensure compatibility.
Step 2: Review our latest installation advice
The technotes below provide additional information and advice.
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Description: |
This technote explains how to disable the NAV write-back functionality of Zetadocs Approvals.
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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 Approvals 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 Approvals 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 Approvals 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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Step 3: Download Zetadocs Approvals Connector
Zetadocs Approvals Connector for NAV (version 2.2.84)is now available.
Step 4: Follow the documentation
The Zetadocs Approvals Help guide is available from the link below.
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Expense management; seamlessly integrated with Microsoft Dynamics 365 Business Central and Dynamics NAV.
Step 1: Validate your environment
Verify your installation environment to ensure compatibility.
Step 2: Download Zetadocs Expenses Connector
Zetadocs Expenses Connector for NAV (version 2.2.84) is now available.
Step 3: Follow the documentation
The Zetadocs Expenses user guide is available from the link below.
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Prepare and send PDF documents from Microsoft Office apps.
Step 1: Validate your environment
Verify your installation environment to ensure compatibility.
Step 2: Download Zetadocs PDF
Zetadocs PDF (version 9.4.2004) is now available.
Step 3: Follow the documentation
The help guides contain detailed information on how to use Zetadocs PDF.
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