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Zetadocs Delivery and Zetadocs Capture

Equisys

Document Management with auto emailing, drag & drop of emails/documents and no cost Zetadocs Express

Zetadocs Delivery and Zetadocs Capture are currently in preview and can be installed for your feedback on both Production and Sandbox environments.

Zetadocs helps you streamline document-based business processes, freeing you from paper and improving the way your business operates.

  • Email consolidated batches
    Multiple emails for the same recipient are grouped together for convenience, and emails can be sent from a shared From address so that replies are seen by all the team.
  • Consistent personalized content
    Templates ensure all emails have appropriate corporate branding, with terms & conditions and any supporting documents automatically appended.
  • More ways to capture documents
    Drag and drop files, PDFs and images directly onto Business Central records – Snap and upload photos of documents when mobile filing them with links to appropriate financial transactions.
  • Powerful search and retrieval
    Documents are filed and indexed automatically and consistently, making searching for them later easier, across your organization.
  • Enhanced secure storage
    The central archive in SharePoint Online (Office 365) removes inefficiencies from documents being spread across different systems and locations in paper and electronic form.
  • Includes Zetadocs Express
    Available for four users at no license charge - Use it to Drag & Drop documents and to Save & Send reports by email. Documents are archived centrally for shared access.

Zetadocs Delivery and Zetadocs Capture supports both the Essentials and Premium editions of Microsoft Dynamics 365 Business Central and is currently available in Australia, Austria, Belgium, Canada, Denmark, Germany, France, Italy, New Zealand, Netherlands, Spain, Switzerland, United Kingdom, and the United States.

Use the link below to request your free Zetadocs Express license.

More information at zetadocs.com/delivery-and-capture

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