Zetadocs Delivery and Zetadocs Capture use Microsoft 365 SharePoint Online as your electronic archive so that documents captured and those sent can be centrally archived in a consistent folder structure.
Archive to SharePoint Online
To archive documents to SharePoint, you need to add the Zetadocs SharePoint extensions to your SharePoint site. This enables Zetadocs to archive documents with metadata. Metadata allows Zetadocs to identify and associate documents in SharePoint with Business Central records as they pass through the sales and purchase processes. This enables users to access the relevant documents quickly and easily.
Adding the Zetadocs SharePoint Online Extensions
- Download the Zetadocs SharePoint Extensions
- Right-click Zetadocs SharePoint Extensions.ps1 file and choose Run with PowerShell.
- Follow the steps in the script:
- Enter the URL for the site where the Zetadocs functionality is required (for instance https://company.sharepoint.com/mysite/)
- Choose your SharePoint deployment: SharePoint Online
- Enter an administrative user email and the password for this administrative user
- The script will log out information, the text should be green and white. If there is any red text, please verify the error and take the required action to resolve if the error message is clear. If required, please contact Equisys to resolve any unclear errors.
Next Step
Now that you have completed the SharePoint Extensions installation, you are ready to install the Zetadocs Delivery and Zetadocs Capture Extension for Business Central.