Zetadocs for Microsoft Dynamics NAV
- Overview
For our current and prospective Microsoft NAV customers, Zetadocs for Microsoft Dynamics NAV is a Microsoft certified software solution that automates the production and delivery of business documents to reduce costs, and allows electronic filing in NAV of emails and paper documents.
By automating delivery via email, Zetadocs for NAV significantly reduces the cost of paper, consumables and postage, as well as saving time printing, collating and packaging documents to send.
Zetadocs for NAV also allows incoming emails, faxes or scanned documents to be captured and filed electronically alongside documents sent from NAV. This ensures that all information is available from a secure, central location for instant retrieval.
Delivery
- Email any NAV report directly from Dynamics NAV
- Bulk emailing of personalised invoices, statements and reminders
- Automatic addressing of emails, consolidate multiple emails to the same recipient
- Flexible control over adding standard attachments like terms & conditions
- File copies automatically in a choice of electronic archives
Capture- Quickly and easily capture incoming documents, emails and faxes, allowing instant access from a secure, central location
- Reduce the cost of filing, indexing, storing and retrieving information
- Avoid misfiled or lost documents, emails and faxes by securely filing electronically, also providing disaster recovery
- Improve the efficiency of sales, purchasing, and other document approval processes
- Ease compliance to corporate or regulatory guidelines by filing documents electronically
- Reduce your carbon footprint by recycling more paper, and reducing unnecessary printing of emails
Click to watch >> Zetadocs Drag & Drop archiving
Share- Empower colleagues who don't have NAV by giving them direct access to information
- Improve customer service by allowing more staff to deal with customer queries or disputes, speeding resolution
- Ensure that staff can get access to documents when they need them with multiple people able to access the same files
- Reduce audit times by ensuring that all information is immediately available
Approvals
Zetadocs Approvals offers simple approval of purchase invoices on screen for companies that use Microsoft Dynamics NAV. It is a cloud service built on the highly scalable Microsoft Cloud, managed for you by experts to offer a reliable service at anytime from anywhere. Accessed from all popular browsers, Zetadocs Approvals leads to faster sign‑off of purchasing documents for better relationships with suppliers, helping ensure the smooth operation of your supply chain.
- Approve anywhere at anytime - Review purchase invoices alongside all supporting documentation whilst on the go, without requiring direct access to NAV
- Faster purchase approvals - Workflows route documents to the right budget holder instantly, wherever they are geographically, reducing the risk of lost paperwork
- Improved control and visibility - See where each purchase is in the approval process to quickly identify where delays and hold-ups occur and take appropriate action
Click to watch >> Zetadocs approvals webinar
Share Zetadocs for NAV editions
Zetadocs for Microsoft Dynamics NAV is available in four editions based on your individual requirements:-
Capture Essentials
The 'Essentials' edition of Capture provides off-the-shelf, essential functionality for electronic filing. For more information on the capabilities please take a look at the More Information PDF. -
Deliver Essentials
The 'Essentials' edition of Deliver provides off-the-shelf, essential functionality for electronic document delivery. For more information on the capabilities please take a look at the More Information PDF. -
Capture and Deliver Plus
The 'Plus' editions provide the opportunity to customize or fully automate capture and delivery to meet your specific organization or industry requirements. For more information on the Plus editions, please contact us to discuss your requirements. - Zetadocs Expenses
You can view an extensive list of benefits, features and further information about the product range from the datasheets that can be found in the More Information box on the left. If you would like to find out more about how Zetadocs can integrate with your current IT solutions, please contact us on 08000 195101 to discuss this further with a member of our sales team.
