Zetadocs Express for Microsoft Dynamics NAV

1. Zetadocs Express for Microsoft Dynamics NAV Ryan Pollyniak – Zetadocs Channel Manager rpollyniak@usa.equisys.com 678-942-7213

2. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next Agenda

3. Introduction to Zetadocs

4. Introduction to Zetadocs 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

5. Introduction to Zetadocs NAV User benefits • 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 paperand postal services • Helps customer achieve sustainability targets Eco friendly

6. Introduction to Zetadocs 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 email - 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

7. Introduction to Zetadocs How it works Link File Email, fax NAV SharePoint NAV user Scan MFP

8. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next Agenda

9. Zetadocs Express Zetadocs Express Available Now!

10. Zetadocs Express

11. Zetadocs Express

12. Zetadocs Express

13. Zetadocs Express Demo • Zetadocs Express • Save & Send • Drag and Drop Archiving • Workflow

14. Zetadocs Express Save & Send

15. Zetadocs Express Simple to deploy • Install, test, rollout

16. Zetadocs Express Summary 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

17. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next Agenda

18. Upgrading Zetadocs Express Upgrades Capture Plus Delivery Plus Automate, customize Capture Essentials Delivery Essentials Investment Configurable, for batches Foundation level Zetadocs Express

19. Upgrading Zetadocs Express Upgrades †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

20. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next Agenda

21. Typical solutions Zetadocs solutions • Sales • Electronic Invoicing • Proof of DeliveryTracking • Collections Management • Customer Service • Compliance • Purchasing • Issuing Purchase Orders • Supplier Invoice Processing • Document Approval† • Remittance Advice †Feature planned for future release of Zetadocs for NAV

22. Typical solutions Electronic Invoicing • Reduces costs • Batch delivery by email 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”

23. Typical solutions 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.

24. Typical solutions 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”

25. Typical solutions Customer benefits • 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 paperand postal services • Helps customer achieve sustainability targets Eco friendly

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

27. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next Agenda

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

29. What to do next Better Way Workshop We are available to do a Better Way workshop for your company. We are here to help! • 30-60 minute commitment • No obligation to buy • Contact me or your VAR to schedule

30. What to do next Talk to your NAV partner about how Zetadocs Express and SharePoint can cut costs, streamline processes and enhance your NAV system!

31. Q&A Ryan Pollyniak rpollyniak@usa.equisys.com 678-942-7213