Zetadocs Document Management for Microsoft Dynamics NAV

Integrate Zetadocs with Dynamics NAV to enable electronic delivery, archive and retrieval of financial documents.

Zetadocs for Microsoft Dynamics NAV helps accounts departments improve efficiency, enhance customer service and reduce the costs associated with producing and handling paper documents. It automates the delivery of invoices, statements and other financial documents and integrates with SharePoint to provide secure document storage and fast retrieval.

Delivery by email

Packaging and posting statements, invoices and remittance notifications is a time consuming and costly process. Zetadocs sends these accounting documents automatically by email. It delivers in batches using a combination of rules to ensure that the customer gets the right document in the form they want to receive it.

Document automation

Zetadocs produces documents with consistent content and a professional appearance. It uses templates that define how a document will appear when sent from Dynamics NAV. Using the rules defined above, stationery is automatically overlaid and specific attachments can be added to ensure the customer always receives the correct information.

Fast document retrieval

Zetadocs automatically indexes and archives copies of all documents sent from Dynamics NAV into SharePoint. These documents are then made available online for search and retrieval, allowing your business to share valuable Dynamics NAV information across the organisation to help employees respond to customer queries. Zetadocs creates a unique ID for each document stored in SharePoint so that all parts of a transaction can be linked. Dynamics NAV and non-Dynamics NAV users can easily find related documents by searching for a single item.

The advantages of Zetadocs for Microsoft Dynamics NAV

  • Eliminate the costs associated with printing and posting financial documents and see immediate savings.
  • Encourage your customers to pay earlier by sending statements of account instantly, on a more timely basis.
  • Empower colleagues who don't have Dynamics NAV by giving them direct access to the information they need to resolve payment queries and avoid disputes.
  • Archive every document sent accurately and securely, cutting the administration time wasted on searching for paper copies.

 

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