Zetadocs Delivery & Zetadocs Capture Help > Document Rules

Zetadocs also has Company Rules. These are the Zetadocs Customer Rules and the Zetadocs Vendor Rules which add another level of control.

It can be viewed as a 4 level system which overrides particular rule settings dependent upon the document set, the company or a combination of both.

The rule levels are:

Level	Description
1. The Default Rule	A basic rule that can be used by any Zetadocs enabled document.
2. Per Document Set	Specific settings for Zetadocs enabled documents by type.
3. Per Company	Specific settings for Zetadocs enabled documents by company. All Zetadocs enabled documents being sent to a particular company can have the following rule settings overridden (This includes documents which are being sent using either the Level 1 or a Level 2 rule settings): The contact information to which the document will be sent The method of delivery by which the document will be sent
4. Per Company, per Document Set	Specific settings applied to specific document types when sent to a specific company. All Zetadocs enabled documents being sent to a particular company and that are part of a particular document set can have the following rule settings overridden (this includes documents which are being sent using either the Level 1 or a Level 2 rule settings and has had some settings already overridden by a Level 3 rule settings) The Zetadocs Template that will be applied to the document The contact information to which the document will be sent The method of delivery by which the document will be sent

Worked document delivery example

In this very simple worked example we will demonstrate how rules are applied, in ascending order, so the delivery details are built up level by level. In this case we will see how they are applied to the delivery of a Sales Order.

Example Level one, Default Rule, settings:

All documents are archived
All documents are sent using the default template

Example Level two, Sales Order Document Set, rule settings:

All documents in this document set are archived
All documents in this document set are sent using the Sales Order Template

If sent with only these rules created any Sales Orders will be sent via email and archived but using the Sales Order Template, all other documents would be sent using the default template.

Example Level three, customer "Equisys", rule settings:

All documents for this customer are copied to an additional recipient.

This customer likes to receive all documents via email so Sales Order sent to this customer would be archived and sent using the Sales Order Template as before. However, the Sales Order would be copied to the orders@equisys.com shared email address so that no orders are missed.

Example Level four, Sales Order Document Set for customer Equisys, rule settings:

All documents in this document set, for this customer are archived
All documents in this document set, for this customer are sent using the Sales Order Equisys Template

The fourth level enables you to configure how certain types of document are handled for each customer. With the above level 1, 2 and 3 rules, all documents would be sent to Equisys via email and Sales Orders with the Sales Order Template.

We could also specify a personalized template be used with customer specific offers or terms and conditions attached automatically.

This rule then means that Sales Orders sent to Equisys will be emailed and have this specialized Template applied, but only in this specific case.