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Zetadocs Electronic Document Management

Zetadocs is Electronic Document Management and Delivery Software for Microsoft Dynamics NAV

Zetadocs is Electronic Document Management and Delivery Software for Microsoft Dynamics NAV


Zetadocs for NAV manages the production, delivery and archiving of NAV documents such as orders, invoices and statements. The mailing costs it saves and the earlier collections that result from using Zetadocs means that it offers a compelling return on investment. 


The solution can be extended to capture emails, faxes and scanned documents from customers and suppliers. These key documents are stored in an electronic archive and linked automatically to their appropriate transactions in NAV. Delivering faster access than paper files and helping you improve the service you offer. 


Zetadocs for NAV is the document management add-on for Microsoft Dynamics NAV chosen by Microsoft for its connection to SharePoint. Zetadocs helps NAV customers eliminate time-consuming and cumbersome paper-based processes and achieve significant cost savings, faster response times and a reduction in their company’s carbon footprint. 



Save time and costs by producing, sending, filing, approving and retrieving documents automatically and electronically, rather than manually using paper 

Improve customer service by helping your finance, sales and customer services teams respond more quickly to enquiries by having everything on screen 

Reduce your carbon footprint by cutting the amount of paper that your company prints, stores and delivers 



From outgoing payment remittances to inbound supplier invoice, Zetadocs for NAV makes automating and streamlining common paper-based processes easy, including sales order processingexpense managementelectronic invoicingproof of delivery trackingcollections managementsupplier invoice processing and invoice approval. 


Discover more about Zetadocs  

To find out more about the Zetadocs range visit their website or see the software in action on their YouTube channel. 

Find out more about electronic document management

We have selected relevant brochures below, but please search our Resources page, visit our YouTube channel and read our blogs about electronic document management.

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Dispute resolutions and cash flow issues are common in commerce and searching for the right documents for the right people can be very time consuming. Automating these processes with Zetadocs for NAV can help you to reduce your number of debtor days by encouraging earlier dialogue with customers, which removes barriers to payment, and eliminating manual searches for documents in filing cabinets or with other colleagues.

  • Resolve disputes quickly by ensuring that the right people have access to the right documents at the right time.
  • Overcome inefficiencies in your customer's business by ensuring they have all the information they require to hand.
  • Encourage dialogue with customers to resolve payment issues early and reduce debtor days.
  • Significantly lower your costs by delivering and filing documentation electronically to cut out printing, postage and related filing costs.

Zetadocs solutions integrate with ERP and accounts packages to automate the production and delivery of whole batches of invoices by email and fax. Potentially thousands of invoices can be sent instantly in a secure and professional manner, and your customers receive them when and how they want.

Zetadocs can also help protect against fraud, using a digital certificate. These are issued by commercial certificate authorities (CAs) who perform background checks and confirms your identity. Digital certificates can be used to sign a document, verifying its origination and confirming that it has not been tampered with since creation.

Efficient processing and management of sales orders is vital to your customer relations and business growth. Sales orders can arrive via fax, post or email, and processing them can be a costly, manual and time-consuming process.

If you process your orders quickly, efficiently, and correctly every time, you will not only generate revenue more quickly, you will also promote better customer satisfaction, which leads to repeat business.

Our solutions can enable you to send, receive, store, retrieve, and share documents throughout the sales order process with just a few clicks of a mouse and without the expense of printing documents. We can help you keep your customer accounts up to date, allowing you to stay on top of payments and credit control.

Purchase order approval for Microsoft Dynamics NAV works with your company's approval processes, sending notifications to approvers wherever they are. You can also set up highly flexible rules that automatically route purchase orders to the correct department or budget holder. This results in a new level of operational efficiency because documents are no longer lost or misfiled. Purchase order approval provides:

  • Increased visibility - identify approval bottlenecks using the management console and take action to reassign approval tasks
  • Intelligent workflow - automate reminders and notifications, and auto-assign approvals to increase staff productivity
  • Approve anywhere - optimised for mobile phone or tablet use, or via web browser for non-NAV users with access to original documents

Paper-based internal purchasing systems can result in slow approvals, with little visibility or control. It's all too easy for documents to get misplaced or delayed whilst awaiting approval meaning early payment discounts are missed, overdue payment charges are incurred and the smooth operation of your supply chain may even be put at risk.

With Zetadocs Payables Approval solution for Microsoft Dynamics NAV, buyers and budget holders can view and approve purchase records whether they are in the office or away from it- via PCs, tablets or mobile phones.

  • Efficient and cost effective  - on screen approval is faster and less error prone than paper based systems, reducing your costs to process each document
  • Visibility and control - management console enables access to approvals across the organisation with tools to manage the authorisation process
  • Intelligent workflow  - customizable rules for more complex approvals and automatic chasing of overdue approvals
  • Mobile  - approve from anywhere using phones, tablets or PCs
  • Original documents  - on screen access to all related documentation
  • Easy to use  - integrated with NAV for a familiar user experience that doesn't require special training
  • Managed  - rapid time to value with low running overheads and always on the latest version
  • Flexible to match your approval process  - works with posted or unposted purchase invoices, purchase quotes and purchase orders

Supplier Invoice Processing from Zetadocs for Dynamics NAV helps:

  • Increase efficiency - Save time compared to manual archive, retrieval and approval
  • Reduce risk - Prevent human error in filing and automate electronic archiving
  • Ease compliance - Supports legal or regulatory requirements with improved control and retrieval of documentatio

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