<< Click to Display Table of Contents >> Navigation:  Zetadocs Delivery & Zetadocs Capture Help > Document Capture > Document Queues > Zetadocs AP Automation > Setup & configuration

If you haven't already done so, you need to complete the standard Zetadocs installation steps, after which the AP solution is ready to use with the default configuration. There are no additional setup steps required to use Zetadocs AP Automation.

It is important to ensure you have the following before commencing the Zetadocs installation and using Zetadocs AP Automation:

• A Dynamics 365 Business Central cloud environment or a supported Business Central on-premises environment (see here for more information)
• A Microsoft 365 SharePoint Online site
• A Zetadocs Starter licence that has the AP Automation addon enabled (this can be checked via the Zetadocs General Settings page in the Licence Add-ons tab)

 

AP Automation is enabled per Document Queue via Zetadocs System Rules

AP Automation rules per Vendor are enabled per Vendor Rules

 

 

This section covers:

 

Default Configuration

Screen Personalization

Customization