The Equisys technical support team are here to help you with your Equisys products. Please select the product below for us to help you.
Zetadocs Delivery
Zetadocs Capture
Zetadocs Expenses
Zetadocs Approvals
Zetafax
Dynamics 365 Business Central Microsoft Dynamics NAV
If you are new to Zetadocs or are having issues with the installation, we advise you to ensure you have gone through the guide, which you can find here.
We also offer implementation services, should you need us to install the product for you. Please contact sales@equisys.com should you require more information.
For information on recommended specs, compatibility and supported systems, please look at our technical information page.
If the above information has not helped resolve your issue or you still have a question, please review our knowledgebase or raise a support case here.
To upgrade to the latest version of the Zetadocs for NAV application, please see this technote.
We also have services available should you need us to migrate the product for you. Please contact sales@equisys.com for more information about this.
We advise that any customization of the solution should be carried out by your Dynamics Partner. While our support team can assist with questions you may have regarding a customization or base product, we won’t be able to assist with any coding-based questions unique to your solution.
Our SDK guide contains several examples and could help you through most scenarios. You can find the SDK guide here.
Should you require our assistance implementing any customization to the product, we have services available should you need them. Please contact sales@equisys.com to find out more.
If you are trying to configure a new record to send via Zetadocs, the information for this can be found within this installation guide.
We advise that this should be carried out by your Dynamics partner as the process can be quite complex. We also offer services for this should you need them. Please reach out to sales@equisys.com to find out more.
There’s two ways you can configure delivery of a record within your on-premises system. Client-side delivery makes use of the 32bit NAV/Business Central RTC and sends via the locally installed Zetadocs PDF client. Server-side delivery uses the 64bit NAV/Business Central RTC and only requires an installation on the NAV/Business Central application server.
If you’re having issues with delivery, we advise you refer to the following troubleshooting technotes:
You may also wish to search for your issue or question in our knowledgebase located here, or you may wish to view our FAQs to see if your question has already been answered.
If the above information has not helped resolve your issue or you still have a question, please raise a support case here.
For a comprehensive step-by-step installation guide, please refer to our Installation and Help Guide. This resource is designed to assist you in seamlessly integrating Zetadocs Expenses with a variety of finance systems, including Business Central, Dynamics NAV, Xero, and Quickbooks.
Beyond basic integration, the guide delves into additional configurations necessary for enhancing your experience. This includes synchronizing Jobs and Tasks from Business Central directly into your Zetadocs Expenses system, ensuring a smooth workflow and efficient task management.
If you would like assistance with installing and configuring the product, please reach out to sales@equisys.com.
If you are new to the software and are unsure how to log-in to your Zetadocs Expenses account, using a browser or mobile app, please reach out to your company's Zetadocs Expenses administrator or someone within the finance team who is responsible for creating your accounts. Once you have an account, you can visit this page to sign in.
If you have previously signed in but are now getting an authentication error or have forgotten your password, please select the ‘Forgotten password’ option on the sign in page.
If you are using Microsoft Authentication, you will need to reach out to your internal IT administrator to help gain access to your Microsoft 365 account.
If you are trying to sign in, but the website is not loading or you see a message to say the site is not available, please ensure you have an internet connection and that other websites are working. If this is all ok, please visit our status page.
If you are new to Zetadocs Expenses and are unsure how to submit an expense, please visit our online help guide here.
If you are having difficulty creating or submitting an expense form, we recommend that you reach out to your finance team who administers your Zetadocs Expenses site, to ensure that you are correctly configured in the system.
If you are new to Zetadocs Expenses and you are looking for information on how to create and submit a milage expense claim, please refer to this guide.
If you are an administrator and would like to see how you configure the mileage for your company, please visit this page in the help guide.
If you are having any issues trying to input a mileage expense, we recommend that you reach out to your finance team who administers your Zetadocs Expenses site, to ensure that you are correctly configured in the system and that the vehicle types are correctly configured.
If you are new to Zetadocs Expenses and are unsure how to approve an expense report, please visit our online help here.
If you have submitted an expense report to someone who’s no longer able to approve the expense, then the expense can be recalled and submitted to someone else for approval.
If you are having difficulty approving an expense, we recommend that you reach out to your finance team who administers your Zetadocs Expenses site, to ensure that you are correctly configured in the system.
If you are an administrator for your Zetadocs Expenses site and are looking for instructions on how to configure your Zetadocs Expenses site to export into NAV or Business Central, please refer to this guide.
If you are a processor or new to Zetadocs Expenses and are looking to understand more about the export process or find instructions on how to export to your NAV or Business Central environment, please refer to this section of the guide.
If you are an administrator trying to configure credit card statement reconciliation or a processor having issues with the process, please refer to this guide.
If you are new to Zetadocs or are having issues with the installation, we advise you to refer to the installation guide, which you can find here.
If you are migrating from an on-premises version of Zetadocs for NAV, we advise following the steps listed in this technote here.
We also have technical services should you require us to install or migrate your Zetadocs installation for you. Please reach out to sales@equisys.com to find out more.
If you are looking to upgrade the Zetadocs Extension for your on-premises Business Central system, please look at this technote.
If you are using a SaaS Business Central system, the Zetadocs Extension automatically upgrades when your Business Central system upgrades. However, if you would like to upgrade this manually, we recommend taking a backup of your Zetadocs configuration before attempting to upgrade your Zetadocs extension.
If you are looking to create customizations to the existing Zetadocs application, we advise discussing this with your Business Central partner or reaching out to sales@equisys.com to see if we can help implement your specific requirement.
We have an SDK guide which will walk you through some of the more common customizations in the software, with examples to help get you started. You can find the SDK guide here.
We advise that any customization of the solution should be carried out by your Business Central Partner. While our support team can assist with questions you may have regarding a customization or base product, we won’t be able to assist with any coding-based questions unique to your solution.
We do have an SDK guide which should help you through most scenarios and it does supply a range of examples to help you. You can find the guide here.
If you are new to Zetadocs Delivery and would like to understand how to use it, please read this guide.
Currently, the software is configured to include the delivery actions to the Business Central pages listed in this help guide.
If you would like to add the delivery functionality to a record which currently is not listed, please refer to our SDK guide. You can find this here.
The guide will also go through the steps required to configure automation or post and send if required. Please note, this guide is targeted towards someone who is knowledgeable with creating Business Central customizations. If you need assistance with this, please contact sales@equisys.com.
If you are trying to install or configure the software, we advise reaching out to our services team to carry out the work for you. Please contact sales@equisys.com for more information.
If you are trying to configure the software, please refer to the help guide here.
If you are new to the software and are unsure how to perform this task, please refer to the help guide here.
You may also wish to search for your issue or question in our knowledgebase located here.
If you are new to Zetafax and need to find the installation guide, download link or further information, please refer to our New Systems page which has all the information you will require to get started.
If you are looking for supported platforms, please look here.
We also offer services for us to assist or carry out this process for you. Please reach out to our sales team to find out more: sales@equisys.com.
If you are trying to upgrade Zetafax to the latest version of the software, we recommend this technote: Updating Zetafax version 17.5 to guide you through the process.
If you are looking to move your Zetafax installation to a new server, we recommend this technote: Moving Zetafax Installation to guide you through the process.
If you are new to FOIP and require more information, this page: Fax over IP gives further information.
If you are looking to see what type of SIP trunks, media gateways or PBX systems we support with Zetafax and SR140, please take a look at the SR140 interoperability page here.
In summary, we will work with any provider that Dialogic (Enghouse) are willing to support and work with. The interoperability list provides a confirmed working list. However, we will work with you to try and get your device or sip trunk working with Zetafax and SR140, providing it adheres to the standards specified in the link above.
If you are using a physical fax card or modem and receive errors when trying to send or receive, please refer to this technote: Modem Troubleshooting.
If you are looking to configure the email gateway to work with Microsoft Exchange, Exchange online or SMTP, please refer to Zetafax Installation and Configuration Guide.
If you are looking for more information on the Zetafax API tool kit, then please look here: Zetafax API tool kit
If you are looking into using the Zetafax API, then please look at the following guide: Zetafax API Help
If you are new to Zetadocs or are having issues with the installation, we advise you to refer to the installation guide, which you can view here.
We also offer implementation services should you require us to install the product for you. Please contact sales@equisys.com for more information about this.
For information on recommended specs, compatibility and supported systems, please look at our technical information page here.
To upgrade to the latest version of the Zetadocs for NAV application, please refer to this technote.
Should you require our assistance implementing any customization into the product, we have services available should you need them. Please contact sales@equisys.com to find out more.
If you are trying to configure the Zetadocs Factbox to work on a new page, the information for this can be found within this installation guide.
We advise that this should be carried out by your Dynamics partner as the process can be quite complex. We also offer services for this should you need them. Please contact sales@equisys.com to find out more.
The Zetadocs Factbox has two methods of installation which you may see being referenced: client side or server side factbox. The client-side Factbox uses the 32bit RTC client and requires local components of the Zetadocs components and licencing to work. The server side factbox uses the 64bit RTC client and only requires installation and licencing on the NAV/Business Central application server.
If you are trying to install the Zetadocs Document queues and require installation instructions, please refer to the installation guide here. We advise that this should be carried out by your Dynamics partner as the process can be quite complex. We also offer services for this should you need them. Please contact sales@equisys.com to find out more.
If you are new to using the Zetadocs Docuement queues and would like to understand how to use it, please see the following guide here.
If you are having issues with barcode detection, please review the following technote here.
If you are migrating from an on-premises version of Zetadocs for NAV, we advise following the steps listed in here.
We also offer technical services should you require us to install or migrate your Zetadocs installation. Please reach out to sales@equisys.com to find out more.
If you are looking to upgrade the Zetadocs Extension for your on-premises Business Central system, please refer to this technote.
If you are looking to create customizations to the existing Zetadocs application, we advise discussing this with your Business Central partner or reaching out to sales@equisys.com to see if we can help implement your specific requirement using our SDK.
We have a SDK guide here which will walk you through some of the more common customizations in the software, with examples to help get you started. You can find the SDK guide here.
If you are new to using the Zetadocs Documents Factbox, please refer to this help guide.
Currently the software is configured to automatically include the factbox on the Business Central pages listed in the help guide here.
If you would like to add Zetadocs to another page not listed, then you will need to refer to our SDK guide for this. You can find the guide here. Please note, this guide is targeted towards someone who is knowledgeable with creating Business Central customizations. If you need assistance with this, please contact sales@equisys.com.
If you are new to Zetadocs AP Automation and would like to see the guide on how to use it, please visit this page.
If you are trying to install and configure Zetadocs AP Automation, please refer to this guide.
If you are new to using the Zetadocs Document Queues and would like to read the help guide, you can find this here.
If you are looking for installation instructions, you can find these here.