Zetadocs Express

Zetadocs Express for Microsoft Dynamics NAV gives additional value to users of Microsoft Dynamics NAV by providing improved document management using Microsoft SharePoint Online, a component of Microsoft Office 365.

Document management for Office 365 and Microsoft Dynamics NAV

Introduction to Zetadocs Express

Part of the Zetadocs for NAV suite, Zetadocs Express helps customers reduce costs and enhance business processes by allowing electronic delivery of documents, and offering quick and easy storage online in Office 365 directly from NAV, via a drag and drop feature.

Zetadocs Express for Microsoft Dynamics NAV is a document management module for NAV, available at no additional cost to users of the RoleTailored client who are on a Business Ready Enhancement Plan. It is the result of a collaboration between Microsoft and Equisys to provide Microsoft Dynamics NAV customers the additional value of integrated document management using SharePoint Online in Microsoft Office 365.

Drag & Drop: Any file, email or attachment can be dragged and dropped onto a record in the RoleTailored client to store it in SharePoint Online, linked to the record

Workflow: Start and monitor SharePoint document approval workflows from within the RoleTailored client

Save & Send: Email common Microsoft Dynamics NAV reports such as orders and invoices, automatically saving copies for future retrieval on-screen


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