Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster

Where USERS Make the Difference! AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next

Where USERS Make the Difference! Introduction to Zetadocs

Where USERS Make the Difference! A proven solution Over 300 installations on NAV – US, Canada, Europe Broad appeal across vertical markets – Waste management/recycling, hospitality, wholesale/distribution, manufacturing, services, public sector/government Microsoft Gold Partner – Zetadocs Express Introduction to Zetadocs

Where USERS Make the Difference! Automated sending and storage of documents Enhanced business processes Reduced costs Easy storage of original documents Fast retrieval on screen Improved service Reduced use of paper and postal services Helps customer achieve sustainability targets Eco friendly NAV User benefits Introduction to Zetadocs

Where USERS Make the Difference! Who Can Use Zetadocs for NAV? Everyone! – Who doesn’t want to better manage documents? But more specifically… - NAV Users that want a better way to invoice electronically - NAV users that have a paper reduction initiative in their organization - NAV Users that want a better way to handle inbound vendor invoices - NAV Users who want a better way to view supporting documentation for transactions on screen for AP approval or customer service purposes - NAV Users who want a better way to send documents PO’s, statements, quotes, or any other NAV report straight from NAV via fax or - NAV Users who want a complete transactional history available on screen in NAV - NAV Users who want documentation available directly from NAV as well as from SharePoint for non-NAV users Introduction to Zetadocs

Where USERS Make the Difference! SharePoint MFP Link Scan , fax File NAV NAV user How it works Introduction to Zetadocs

Where USERS Make the Difference! AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next

Where USERS Make the Difference! Zetadocs Express Zetadocs Express Available Now!

Where USERS Make the Difference! Zetadocs Express

Where USERS Make the Difference! Zetadocs Express

Where USERS Make the Difference! Zetadocs Express

Where USERS Make the Difference! Demo Zetadocs Express – Save & Send – Drag and Drop Archiving – Workflow Zetadocs Express

Where USERS Make the Difference! Drag & Drop Zetadocs Express

Where USERS Make the Difference! Save & Send Zetadocs Express

Where USERS Make the Difference! Simple to deploy Install, test, rollout Zetadocs Express Install client softwareSet up SharePointConfigure NAV RTCTestRollout to other users

Where USERS Make the Difference! Availability Terms Localization Download Support Compatibility Available now! No additional costs for customers on a BREP Microsoft localized version of the Role-Tailored Client Customer Source and Partner Source Community site moderated by Equisys Microsoft Dynamics NAV 2009, NAV ‘7’ Microsoft SharePoint Online (Office 365), SharePoint 2010 on-premise Summary Zetadocs Express

Where USERS Make the Difference! AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next

Where USERS Make the Difference! SAVE & SEND reports, filing a copy in Office 365 BATCH MODE Send out and process received documents in batches CUSTOMIZE Extend functionality in C/SIDE using the Zetadocs SDK  Upgrade for premise based SharePoint, direct scanning, custom data  Upgrade for automation and a fully customizable solution Zetadocs Express  Upgrade for document queues, PDF/A, OCR, automated filing using barcodes Zetadocs Express  Upgrade for covering text, delivery rules, extra attachments, overlays, fax Zetadocs Express  DRAG & DROP Store files, s and attachments in Office 365 with links to NAV WORKFLOW Approve documents, and work collaboratively Upgrade for more complex workflows, automatic triggering of processes in NAV Upgrades Upgrading Zetadocs Express Zetadocs Express

Where USERS Make the Difference! Delivery PlusCapture Plus Upgrades Upgrading Zetadocs Express Delivery EssentialsCapture Essentials Investment Configurable, for batches Automate, customize Zetadocs Express Foundation level

Where USERS Make the Difference! †Feature planned for future release of Zetadocs for NAV ‡Zetadocs Document Imaging Automated Filer and Zetadocs OCR & barcode processor options are required for automated filing and batch splitting by Zetadocs Capture Plus *Fax delivery is an optional extra for the Delivery Essentials and Delivery Plus editions Upgrades Upgrading Zetadocs Express

Where USERS Make the Difference! AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next

Where USERS Make the Difference! Sales –E–Electronic Invoicing –P–Proof of Delivery Tracking –C–Collections Management –C–Customer Service –C–Compliance Purchasing –I–Issuing Purchase Orders –S–Supplier Invoice Processing –D–Document Approval † –R–Remittance Advice Zetadocs solutions Typical solutions † Feature planned for future release of Zetadocs for NAV

Where USERS Make the Difference! Electronic Invoicing Reduces costs – Batch delivery by instead of conventional mail Increases efficiency – Saves time – Automated filing prevents lost documents Improves customer service – Instant access on screen of all key documents Limited carbon footprint – Less paper, fewer “delivery miles” Typical solutions

Where USERS Make the Difference! Proof of Delivery Tracking Increases efficiency – Automated filing prevents documents getting lost – On-screen access cuts down on the time required to retrieve documentation. Improves customer service – On-screen access to POD’s makes dispute resolution much faster – Filing process is streamlined by enabling batch scanning of all POD’s at once Applies to any document created in NAV that is then signed/stamped/annotated and archived. Typical solutions

Where USERS Make the Difference! Supplier Invoice Processing Increases efficiency – Automated filing prevents documents getting lost – No need to circulate copies for payment approval Improves supplier relationships – On screen access encourages faster resolution of problems and timely approval for payment Limited carbon footprint – Less paper, fewer “delivery miles” Typical solutions

Where USERS Make the Difference! Customer benefits Typical solutions Automated sending and storage of documents Enhanced business processes Reduced costs Easy storage of original documents Fast retrieval on screen Improved service Reduced use of paper and postal services Helps customer achieve sustainability targets Eco friendly

Where USERS Make the Difference! Document management examples Typical solutions Training certificates Contracts of employment Return merchandise authorisations Order amendments Credit extension agreements Leasing agreements Picking lists Payroll notifications Goods received note capture Maintenance contracts Purchase invoice capture Remittance advices Goods received notes Payment approvals Statements & reminders Job sheets Credit application forms Electronic invoicing Expense claims Order confirmations

Where USERS Make the Difference! AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next

Where USERS Make the Difference! Upcoming Webinars May 16 th – Automatically archiving paper documentation to the appropriate NAV record – Zetadocs Capture Plus May 17 th - NAVUG Webinar – Zetadocs Express June 13 th – Automatically archiving signed/marked-up copies of documents created within NAV like delivery notes and work orders m- Zetadocs Capture Plus me and I will get you the invitations. What to do next

Where USERS Make the Difference! Better Way Workshop We are available to do a Better Way workshop for your company. We are here to help! – minute commitment – No obligation to buy – Contact me or your VAR to schedule What to do next

Where USERS Make the Difference! Talk to your NAV partner about how Zetadocs Express and SharePoint can cut costs, streamline processes and enhance your NAV system! What to do next

Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster Ryan Pollyniak