Zetadocs System Settings Help > Zetadocs System Rules

System Rules

Zetadocs uses a set of system and company rules to control document delivery and document capture based upon the details of the recipient, the type of document being sent or the processing captured documents. A rule is a collection of settings which are applied when sending or processing a document. Your system should already have a basic set of Rules applied to, in which case you can simply modify an existing rule.

Zetadocs rules are applied in order with Zetadocs checking your settings to determine which is the most appropriate with the default rule being overridden by the next level, if applicable, and so on.

There are four levels of rules that are used within Zetadocs:

Default Rule - System-wide settings applying to all documents: This means that a company chooses to delivery and capture all its documents/reports with these default settings.
Per Document Rules - System-wide settings for a single Zetadocs Document Set: Each document has its own rule that overrides the Default Rule. It is not necessary to add rules for all documents. If a report does not have a rule it will use the rule of the next level up (Level 1 - the default rule)

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

Per Company Rules - Settings for a single Customer/Vendor, applying to any document: Each Customer/Vendor has their own rule for all reports. This rule overrides level 1 and 2 rules. This rule does not have to be set if not necessary. If a Customer/Vendor does not have a rule set then it will use the rule of the next level up (Level 2 or Level 1)
Per Company, per Document Rules - Settings for a single Customer/Vendor and single Zetadocs Document Set: These rules override all of the above levels of rules. A company might have some Customers/Vendors that want their documents to be processed with different settings for each report. These rules serve this purpose. It is not necessary to add rules for all documents for a Customer/Vendor. If a Customer/Vendor does not set a rule for each document then the rule of the next level up (Level 3 or Level 2 or Level 1) will be used.

To view the Zetadocs System Rules page:

Open Business Central and use the search button to search for 'Zetadocs'.
Select Zetadocs System Rules from the search results.
Now click the Document Set No. to view its settings.

The settings available are:

General

Field	Description
Document Set No.	Identifies the document set being used.
Document Set Name	Describes the document set being used.
Comments	Allows you to add comments on this rule.

Capture

Field	Description
Archive Document	Indicates if the converted document is to be archived.
Archive Original	Indicates if the original captured document is to be archived.
Delete After Archive	Indicates if the document is to be deleted from the document queue after successful archive.
Show Delete Confirmation	Indicates if you will be asked to confirm deletion from the document queue after successful archiving.
Check Out on View	Checking this option means that when documents are viewed in the document queue they are also checked out.
Auto Link Documents	Note: This is not supported with Capture Essentials. Checking this option enables Auto Link functionality. This determines whether the document queue will raise the OnBeforeCapture event, see the Zetadocs SDK Guide for more details. This option must be checked if you are intending to use OCR or barcode matching.
Enable Job Scheduling	Note: This is not supported with Capture Essentials. Checking this option enables Auto Link of Documents to be scheduled by the Job Scheduler, see the Zetadocs SDK Guide for more details.
Automated Data Entry	Enables automated data entry features for this Document Queue. Note that the License Number entered on the Zetadocs General Settings page must also display that the AP Automation add-on is activated to use these features.
Auto Match	Auto match invoice to order lines when using AP Automation to process invoices in the Document Queues.
Receipt Order Line	Automatically receipt matched order lines when using AP Automation to process invoices in the Document Queues.
Post Document	Create posted document on completion of processing using AP Automation to process invoices in the Document Queues.

Delivery

Field	Description
E-Mail From	The email from feature allows you to specify an alternate email address to appear in the from field of any emails you send out. NOTE: All Zetadocs Delivery users must have been granted "Send As" permission for this address by your Microsoft 365 administrator.
Delivery Method Priority	You can specify delivery options for sending your documents which will then act as a "failover" mechanism. This means that if the document cannot be sent by the first method specified, for example if the email address is wrong, it will be sent using the backup method.
Delivery Method Backup	The backup delivery method.
Combine PDF Attachments	Combines all PDF attachments into a single PDF file. If selected, standard attachments like terms and conditions are combined with the Business Central document (Report) being sent, into a single PDF file.
Archive Sent Documents	Select this option if you want to archive all documents sent.
Template ID	Allows you to specify an alternate template to use when using this rule.
Template Name	Displays the selected template name.

Additional Recipients

Field	Description
Delivery Type	Use the drop down arrow to select the preferred method of sending the document.
Contact No.	Selecting the arrow in this field will open the contact list enabling you to select the additional contact you wish to send the document to. NOTE: should you wish to send the item to an address not listed in the contact list simply fill in the three (manual) fields below.
Name	Enter the contacts name.
Company	Enter the company name.
Address	Enter the email address to send documents to.
Comments	Allows you to add comments to understand this rule at a later date.