Zetadocs delivery options for sending document batches

Field

Description

Show Errors Only

Filters the list to allow you to see only those deliveries which have errors, this is particularly useful when sending very large batches.

Skip All Errors

Sends the batch by skipping records with errors.

Consolidate E-Mails

Business Central customers who transact large numbers of documents with relatively few companies can make the process more efficient by choosing to consolidate those documents into a single email.

You can set the Consolidate E-Mail setting on any batch job individually at runtime on the Zetadocs batch Delivery Settings page, or consolidate can be set as a default per document type by an administrator to always consolidate by default.

If the same recipient has more than one report within a batch, Zetadocs will send the recipient one email with multiple reports as individual PDF file attachments.

Zetadocs will use the Zetadocs Template email body for the consolidated email body if one is set, otherwise it will use a simplified default consolidated email body. This default message can be overridden by setting an email body within the Zetadocs Template as the Word Report Layout can’t be used when consolidated email is selected.

Emails are only consolidated when the following fields match:

• Company No.
• Zd Template  ID
• Contact No.
• E-Mail, E-MailCc
• E-MailBcc
• E-MailFrom
• Delivery Method.

If the number of items consolidated exceeds the limit in the Zetadocs Report Settings, Zetadocs will create the minimum number of emails given that limit.

Combine Documents

When Combine Documents is used in conjunction with Consolidate E-Mails, Zetadocs will combine multiple documents for the same recipient, and their additional 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.

Combine Documents can be set as a default per document type by an administrator to always consolidate and combine by default.

Edit

Opens a page to allow you to edit the delivery details for the item currently selected.

Edit All

Allows you to set the email From address, edit the template used and include additional attachments you want applied to all of the records in the batch.

Record ID

Contains the record identification details from Business Central.

Company Name

Contains the name of the company where the document is  being sent.

Contact No.

Identifies if a non-standard contact from Business Central for the company is being used by displaying the alternate contact no.

Contact Name.

Name of the alternate contact.

Delivery Method

This field is populated with the delivery method for the contact selected depending upon any rules which apply to it.

Template Name

Displays the name of the template being used.

Error

Indicates that the document has some form of error, usually missing delivery information.

Error Description

Details what the error is for the particular record.

Skip

Indicates whether the document has been set to be skipped.

E-Mail

Contains the email address of the contact being used.

Hard Copy User E-Mail

Contains the email address of the user designated to perform Hard Copy Printing. This field is only populated if Hard Copy printing is selected as the Delivery Method.

Additional Recipients

Contains the name of any additional contacts being used, these are populated from the Zetadocs System/Customer/Vendor Settings that have been setup.

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.

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.