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.

Zetadocs Express, Zetadocs Delivery and Zetadocs Capture

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.

  1. Verify your install environment against our technical specifications to ensure compatibility.
  2. Check for any software updates relevant to your install.
  3. Review the latest Installation Notes.
  4. 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.

 

Upgrades and Special Installation Scenarios

INFO: What's new in version 10.0 of Zetadocs for NAV

Description: This technote summarises the changes in the latest version of Zetadocs for NAV.
Technote: ztn4506.htm
Published: 10th January 2018
   

HOWTO: Upgrade to the latest version of Zetadocs for NAV

Description: This technote explains how to perform the upgrade to the latest version of Zetadocs for NAV.
Technote: ztn4430.htm
Published: 10th January 2018
   

HOWTO: Upgrade to latest version of NAV with Zetadocs for NAV installed

Description: This technote explains how to perform an upgrade to the latest version of NAV with Zetadocs for NAV installed.
Technote: ztn4478.htm
Published: 11th January 2017
   

HOWTO: Upgrade from Zetadocs Express to the latest version of Zetadocs for NAV

Description: This technote explains how to perform an upgrade from Zetadocs Express to the latest version of Zetadocs for NAV.
Technote: ztn4315.htm
Published: 11th January 2017
   

HOWTO: Migrate to Zetadocs NAV Server Delivery

Description: This technote explains how to migrate a Zetadocs Client delivery deployment to a Zetadocs NAV Server Delivery deployment.
Technote: ztn4488.htm
Published: 9th May 2017
   

HOWTO: Send Remittance Advice reports using Zetadocs

Description: This technote explains how to send temittance advice reports using Zetadocs.
Technote: ztn4375.htm
Published: 10th January 2018
   

Known Issues

PRB: Outlook warnings are displayed when sending documents from the Zetadocs Client

Description: When emailing documents with the Zetadocs Client integrated with Outlook warning message is displayed indicating that a program is trying to access Outlook.
Technote: ztn3604.htm
Published: 31st July 2013
   

FIX: Remittance Advice Journal sent to incorrect recipients.

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.
Technote: ztn4500.htm
Published: 10th January 2018
   

FIX: Zetadocs 32bit Client-side Addin displays additional documents

Description: When viewing documents in the Zetadocs 32-bit client factbox additional files are displayed which are not related to the current document.
Technote: ztn4491.htm
Published: 1st September 2017
   

FIX: Date Filter on Request page displaying error 'specifying that the date cannot be evaluated as a filter' when using Zetadocs Server Delivery

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.
Technote: ztn4496.htm
Published: 17th October 2017
   

Customizations and General Advice

INFO: Zetadocs NAV Server Delivery performance considerations

Description: This technote provides key considerations and offers advice for optimal hardware selection, sizing and performance.
Technote: ZTN4452.htm
Published: 31st March 2016

INFO: Zetadocs NAV Server Delivery job queuing Advice

Description: Access to the Dynamics NAV Windows Client is blocked after clicking the Send button to deliver a batch of documents.
Technote: ZTN4453.htm
Published: 31st March 2016

INFO: Zetadocs NAV Server Capture AutoLink Advice

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.
Technote: ZTN4454.htm
Published: 31st March 2016

INFO: Enabling detailed logging within Zetadocs

Description: For any Zetadocs for NAV related issues, logs can be created. These are required to gather more information.
Technote: ZTN4457.htm
Published: 31st March 2016

INFO: Advice on reducing the size of files when using Zetadocs for NAV

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.
Technote: ZTN4168.htm
Published: Mon, 16th April 2012

INFO: SharePoint Archive File Planning Advice for Zetadocs for NAV

Description: This technote is intended for Administrators and VARs who are responsible for setting up archiving to SharePoint using Zetadocs for NAV.
Technote: ZTN4167.htm
Published: 15th March 2013

INFO: Zetadocs Archive File Planning Advice for Zetadocs for NAV

Description: This technote is intended for Administrators and VARs who are responsible for setting up archiving to a Zetadocs Archive using Zetadocs for NAV.
Technote: ZTN4290.htm
Published: 4th December 2013

HOWTO: Use Zetadocs for NAV Delivery Plus to send additional related documents stored in SharePoint or Zetadocs Archive

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.
Technote: ZTN4105.htm
Published: 4th January 2016

HOWTO: Extend Zetadocs to add additional attachments to the Reminder report using customizations

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.
Technote: ZTN4397.htm
Published: 14th March 2016

To search our archive of technotes, for advice relating to a specific issue, please use the Search tech notes Quick link

Installation Tools

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.

 

Zetadocs Page Modification Tool

Zetadocs Report Modification Tool


Documentation

These pdf files contain detailed information on the set up and use of your Zetadocs for NAV system.

 

Zetadocs for NAV Installation Guide.pdf

Zetadocs for NAV SDK Guide.pdf



Zetadocs Approvals

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.

  1. Verify your install environment against our technical specifications to ensure compatibility.
  2. Review the latest Installation Notes.

Installation Notes

The installation notes below provide additional information for non standard installations.

 

HOWTO: Disable NAV write-back feature

Description: This technote explains how to disable the NAV write-back functionality of Zetadocs Payables Approval.
Technote: ztn4222.htm
Published: 27th December 2012
   

PRB Invitation email not received in user inbox

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.
Technote: ztn4226.htm
Published: 27th December 2012
   

PRB: Cannot sign in to Zetadocs Payables Approval using my Microsoft Account

Description: Advice on what to do when users register the wrong Microsoft Account against their Zetadocs Payables Approval Account.
Technote: ztn4224.htm
Published: 27th December 2012
   

PRB: Display issues with Internet Explorer 8

Description: When browsing to the Zetadocs Payables Approval website using Internet Explorer 8 formatting problems can occur on Windows Server Mchines.
Technote: ztn4225.htm
Published: 27th December 2012
   

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.

 

Zetadocs Approvals Help


Zetadocs Expenses

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.

 

Zetadocs Expenses user guide


 



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