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Document Management with Zetadocs

March 31, 2016 | 12:46 PM

Equisys and Innovia know that paper based business processes can be both annoying and time consuming. Consider the paper used in every department of a business. It is easy to see that paper adds up to not just frustration, but significant business costs as well.

That is why, in collaboration with Microsoft, part of the Zetadocs document management suite is now included as standard for both new and existing Microsoft Dynamics NAV users. Zetadocs Express is available at no cost to Dynamics NAV 2009 R2 and newer systems on an active Business Ready Enhancement Plan. Other editions of Zetadocs offer additional features such as batch sending of reports by email or filing documents automatically against the appropriate Dynamics NAV transactions using barcode recognition.
Please join us for a webinar to see how Zetadocs for NAV addresses these key areas of productivity enhancements for NAV users:

• Document Capture - Automated archival of scanned documents to the proper NAV record, Secure storage of emails and electronic files simply by dragging and dropping them onto the relevant record in NAV.

• Document Retrieval – Access to all relevant documentation right from the NAV record. Non-NAV users can access documentation from the Zetadocs archive.

• Document Distribution - Batch email delivery of reports from NAV such as invoices, statements and order confirmations automatically saving copies for instant retrieval

• AP approval – On-screen approval and monitoring of PO’s and Purchase Invoices with no need for an NAV license

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About the Presenter

Innovia Consulting

Innovia Consulting

Innovia is a multiple-award-winning Microsoft Dynamics NAV and Business Central consulting firm known for delivering innovative Microsoft ERP systems while providing exceptional client-focused service. With five project teams and a dedicated support team, Innovia has the resources to handle all types of ERP projects.