Zetadocs delivery options for sending a single document

The Zetadocs Delivery page is displayed when you send one item using Zetadocs Send button. This allows you to change some of the options before the documents is sent.

This page may not appear on all systems as your administrator may have deactivated it. In which case Zetadocs would simply use the delivery details as based upon the rules to automatically deliver the document.

Options

Contact Selection

Field	Description
Contact No.	You can select an alternate contact stored within Business Central for the company relevant to the sent document.
Contact Name	Contains the name of the contact being used. Should you wish to manually specify an alternate contact, enter the name into this field.
E-Mail	Contains the email address of the contact being used. If you want to manually specify an alternate email address, enter the address into this field.
E-Mail From	Contains the email address of the sender. If the field is blank, no default From address is set by the system rule and the email will be sent as the current user when using Microsoft 365. You can manually specify an alternate email From address, if you have been granted "Send As" permission for that address by your Microsoft 365 administrator.
Delivery Method	Specifies the delivery method being used.
User E-Mail	Contains the email address of the Hard Copy Printer. This field is only displayed if Hard Copy printing is selected as the Delivery Method.

Additional Recipients Selection

Field	Description
E-Mail To	Contains the name of any additional contacts being used, these are populated from the Zetadocs System/Customer/Vendor Settings that have been setup. Should you wish to modify the contacts, enter a name(s) into this field. Emails should be separated by semi-colons.
E-Mail Cc	Contains the name of any contacts being Cc'd on the E-Mail, these are populated from the Zetadocs System/Customer/Vendor Settings that have been setup. Should you wish to modify the contacts, enter a name(s) into this field. Emails should be separated by semi-colons.
E-Mail Bcc	Contains the name of any contacts being Bcc'd on the E-Mail, these are populated from the Zetadocs System/Customer/Vendor Settings that have been setup. Should you wish to modify the contacts, enter a name(s) into this field. Emails should be separated by semi-colons.

Template Selection

Field	Description
Template ID	The Template ID field specifies the template being applied. By selecting this field, you can select an alternate template from the template list.
Template Name	The Template name field displays the name of the template selected in the Template ID field. This field cannot be edited as it reflects the selection in the Template ID Field.

E-Mail Preview

Zetadocs will show a preview of the Business Central Word Layout associated with the report for the email body that it will send. If no layout is defined for the email body in Business Central, then Zetadocs will use the email body defined in the Zetadocs Template and no email preview is shown.

Attachment Selection

Field	Description
Manage	Use the Select Attachment button to add any additional attachments that will be sent along with the report, like any supporting documentation or seasonal promotions. Attachments that have been added by the administrator on the Zetadocs Templates page will also be displayed in the attachment list so you have visibility of them here. 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.
Combine PDF Attachments	Sending a single attachment helps control how the attachment Zetadocs sends will be consumed by the recipient. Use the Combine PDF Attachments option to combine all PDF attachments into a single PDF file. Only PDF files are combined. Any additional attachments that are not PDF files will be sent as individual attachments with the report.

Field

Description

Manage

Use the Select Attachment button to add any additional attachments that will be sent along with the report, like any supporting documentation or seasonal promotions. Attachments that have been added by the administrator on the Zetadocs Templates page will also be displayed in the attachment list so you have visibility of them here.

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.

Combine PDF Attachments

Sending a single attachment helps control how the attachment Zetadocs sends will be consumed by the recipient. Use the Combine PDF Attachments option to combine all PDF attachments into a single PDF file. Only PDF files are combined. Any additional attachments that are not PDF files will be sent as individual attachments with the report.