Welcome
Overview of Zetadocs PDF
What Zetadocs can do for you
The Zetadocs client
Key benefits of Zetadocs PDF
Key features of Zetadocs PDF
The benefits of using PDF documents
How do I....
General use
Print to the Zetadocs PDF printer
Use the thumbnail view
Use an address book
Send a document via email
Send a document via fax
Address a message
Set faxing options
Add stationery to my document
Add an attachment to a document
Use a document template
Include PDF files
Combine multiple documents
Combine multiple files
Convert a document to a PDF attachment
Send an existing PDF attachment
Re-submit a sent PDF
Add a scanned document
Send documents as a batch
Troubleshoot errors when sending a batch
Embedded commands
How do I add embedded commands to my document?
What embedded commands are there?
Addressing Commands
Message Commands
Options Commands
Fax Options Commands
Archive Commands
Automation Commands
ACT! Database Options Commands
Sample embedded command documents
Integrate Zetadocs PDF with ACT!
Configuring Act! databases
Modifying Act! Templates
Document administration
Create stationery
Customise an attachment
Store sent documents in the document explorer window
Create a document template
Create a document template with dynamic fields
Example uses of dynamic fields
Archive your sent documents
Create an attachment
Changing Zetadocs options
Change the document explorer settings
Configure email integration settings
Configure PDF settings
Change the Email Format
Change the user settings
Configuring ACT! databases
Change the diagnostic settings
Change the licensing settings
Change the PDF security settings
Change the embedded font settings
Change the scanning settings
Change Bates numbering settings
Change the automation settings
Zetadocs PDF Configuration
General tab
Zetadocs PDF licensing
Upgrading from an evaluation system
Requesting a trial license
Zetadocs PDF Registration
Registering an Evaluation system
Registering from a different PC
User management
Shared network folders
Archiving
Tutorials
Tutorial 1: Getting started
Tutorial 2: Creating Stationery
Tutorial 3: Creating document attachments
Tutorial 4: Creating PDF attachments
Tutorial 5: Creating document templates
Tutorial 6: Mail Merge and Zetadocs
Tutorial 7: Sending quotations from ACT!
Tutorial 8: Archiving sent quotations to ACT! contact history
Tutorial 9: Sending personalized marketing mail shots from Act!
Tutorial 10: Sending documents as a batch
What is...
A document
A document template?
An attachment?
A valid attachment type?
A section
A batch
Bates numbers?
A PDF file?
An embedded font?
Electronic stationery?
The delivery methods?
The accessories options for?
The address book?
The document explorer window?
The reading pane?
The batch preview pane
The thumbnail view?
Metadata?
Archiving?
Document classes?
Scanning?
Combining Zetadocs documents?
Combining files?
Configuration options are there?
General settings
ACT!
Fonts
Diagnostics
Licensing
PDF security
Scanning
User information
Bates numbering
Automation