A web-based software system designed by Equisys.

About Zetadocs

Zetadocs for NAV is available in a range of editions and configurations to fit different requirements.

At a foundation level, Zetadocs Express provides document management for Microsoft Dynamics NAV users by integrating with SharePoint Online, Microsoftýs cloud service version of SharePoint in Microsoft Office 365.

The Capture Essentials edition offers electronic filing of inbound documents, emails and faxes for fast, efficient retrieval in Microsoft Dynamics NAV or SharePoint. Capture Plus adds features to automate and customize this. Add-ons support OCR and barcode processing.

The Delivery Essentials edition enables electronic delivery, archive and retrieval of documents and reports from Microsoft Dynamics NAV. Delivery Plus adds the power to fully automate and customize the document production and delivery process. Add-ons support faxing and very high document volumes.

Efficiency Gains

Work smarter. By producing, sending, filing and retrieving documents both automatically and electronically, Zetadocs enables finance and operations departments to spend more time on productive, value-added tasks.

  • Scan and process supplier invoices on screen
  • Instantly deliver invoices and statements by fax and email
  • Resolve sales and delivery queries quickly through instant on-screen access to documents
  • Eliminate printing, handling and mailing of documents such as sales invoices
  • Remove storage costs associated with retaining paper documents

Better Customer Service

Respond to your customers faster. Zetadocs helps you offer better service levels than are feasible when staff have to search through physical files and archives. The result is a more satisfying and friendly experience for the customer. Watch the video.

  • Address urgent queries in real time, leading to strengthened relationships with both customers and suppliers
  • File sales orders, Proof of Delivery confirmations and sales invoices automatically to help staff handle customer queries quickly and efficiently
  • Allow customers to help themselves. Provide access to copies of sales and purchase documents via a portal, set in the context of their trading history

Reduced Carbon Footprint

Think green. Lower your companyýs overall carbon footprint by minimizing use of paper for letters, invoices, statements and envelopes, as well as reducing ýdelivery milesý.

  • Limit the use of paper using electronic Proof of Delivery tracking, releasing required paper documents for recycling in place of filing
  • Replace paper invoices, statements and remittance advice notes with their electronic equivalents
  • Deliver business documents using fax or email instead of physical mail
  • Reduce the use of printer cartridges, toner and energy in sales and delivery processes

Product Overview

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