Zetadocs Templates

Zetadocs includes a number of preconfigured document templates to make setting up a system faster. These templates contain Zetadocs stationery and an email message which have been deliberately constructed to provide a starting point from which to build and customize your system.

To view the Zetadocs Templates page:

Open Business Central and use the search button to search for 'Zetadocs'.
Select Zetadocs Templates from the search results.
Now click the Template ID to view its settings

The settings available are:

General

Field	Description
Upload	Used to upload template files, attachments and stationery PDF files.
Download	Used to download template files. The document template will be downloaded to your browsers default download area.
Template ID	A unique number for the template is generated when you use the TAB key to move through the page.
Template File	Use the assist edit button to select the document template you have uploaded which will be in this format: e.g. Invoice.zdt. Template *.ZDT files are XML files that define which stationery is applied, what attachments are added, the email message used and controls how each email message will be constructed.
Name	Name of the title of your template.
Description	Enter a brief explanation of what the template is used for.

Stationery

A default stationery file has been provided, which by default is applied to all preconfigured templates included with your installation - ZD-Stationery.pdf. This means you would only be required to update this stationery file for it to apply to all document templates, or you can apply individual stationery files to each template.

Field	Description
Stationery File	When left blank the default stationery (ZD-Stationery.pdf) will be used. Use the assist edit to use an uploaded stationery PDF file instead.

Attachments

The preconfigured document templates do not include an attachment to allow you to include your own company specific documents like terms and conditions that you may wish to distribute.

Field	Description
Manage	Use the Select Attachment button to add any attachments that will be sent along with the report, like terms and conditions. NOTE: For upgrading customers, attachments referenced directly in the Template *.ZDT files are not visible here, but will be sent in addition to any additional attachments listed here.

Field

Description

Manage

Use the Select Attachment button to add any attachments that will be sent along with the report, like terms and conditions.

NOTE: For upgrading customers, attachments referenced directly in the Template *.ZDT files are not visible here, but will be sent in addition to any additional attachments listed here.

E-Mail Properties

Each template contains a default message which will form the email message body and subject when the document is sent using Zetadocs. This default message can be replaced by your own email message.

E-Mail Body

Zetadocs will use the Word Report Layout feature of Business Central for the email body by default if one is set. Word merge fields can be added to the Word Report Layouts to fully personalize the email message body. See How to Add Fields to a Word Report Layout - Business Central.

NOTE: Zetadocs Delivery pages displayed during the sending process will only show an E-Mail Preview of the email message body when a Word Report Layout exists for the Business Central report being sent. No preview is shown when using the Zetadocs Template email body.

E-Mail Subject

The default email subject can be overridden by setting the E-Mail Subject Format including any Zetadocs merge fields that will be replaced with fields sourced from within Business Central.

Field

Description

E-Mail Subject Format

Used to overwrite the default email subject defined in the Zetadocs Template. If left blank, the default subject line from the template will be used. The following Zetadocs merge fields can be included to personalize the subject.

Zetadocs Dynamic fields	Replaced with the...
%%[Name]	Full name of the Business Central contact
%%[FirstName]	First name of the Business Central contact
%%[Surname]	Last name of the Business Central contact
%%[ZetadocsCompanyNo]	Customer/Vendor number in Business Central
%%[ZetadocsRecordNo]	Business Central Record ID
%%[Organization]	Customer/Vendor name in Business Central

Use Zetadocs Template E-Mail Body

Zetadocs will use the Word Report Layout feature of Business Central for the email body. You can override this behavior by setting this field. If no Word Report Layout is set, then Zetadocs will continue to use the default email message in the template.

Deleting document templates, stationery and attachments

To delete the document template file, stationery files or the attachment files from the template store.
Select any Template ID on the Zetadocs Templates List to open a Template Card page.
Make the page editable and then use the assist edit button next to select the file you wish to delete.
Press the Delete key.
Repeat for all files you wish to delete.

Downloading multiple document templates

In Business Central, open Zetadocs Templates.
Select all the templates to download and select Download.
The document templates will be zipped and downloaded to your browsers default download area.