Following the launch of Microsoft Dynamics NAV 2013, Zetadocs Express has been updated for use with the Microsoft Dynamics NAV 2013 Windows client. The updated version can be downloaded from CustomerSource and PartnerSource.
Zetadocs Express is the document management add-on available at no additional cost to users on a Business Ready Enhancement Plan, it includes the following:
- Drag and drop - Any file, email or attachment can be dragged and dropped onto a record in the NAV Windows client to store it in SharePoint, linked to the record and listed in the Documents FactBox.
- Document approval - Simple SharePoint workflows can be started for any document listed in the FactBox, such as an invoice, and the approval status monitored in Microsoft Dynamics NAV.
- Save and Send any report - Click the “Save and Send” button to email almost any customized Microsoft Dynamics NAV report using SQL Server Reporting Services, archiving a copy automatically in SharePoint for future retrieval on-screen.
As with previous releases, partners can download Zetadocs Express and include document management in their demonstrations of Microsoft Dynamics NAV. Customers on a Business Readiness Enhancement Plan should talk to their partners to get this installed in order to take advantage of document management capabilities integrated into Microsoft Dynamics NAV.