Our Solutions
Zetadocs:Automated Document Delivery and Email Management for Business Central
Eliminate manual document processing, automate email delivery, and maintain a complete archive of every customer and vendor communication — directly within Microsoft Dynamics 365 Business Central.
The Problem
Does Your Team Spend Hours on Document Admin?
- Manually emailing invoices, statements, and remittance advices one by one
- No record of whether a customer received and opened their invoice
- Searching email inboxes for customer correspondence when disputes arise
- Paper-based approval processes slowing down purchasing and finance
- Document archives stored outside of Business Central, creating compliance risk
The Solution
How Zetadocs Solves It
Zetadocs is a document automation and email management solution built specifically for Microsoft Dynamics 365 Business Central. It automates the delivery of business documents by email and archives all outgoing communications against the relevant Business Central records — so your team has a complete, searchable document history without leaving the ERP.
Capabilities
Zetadocs Key Features
- Automated document delivery — invoices, statements, remittances, purchase orders sent automatically by email.
- Branded email templates configured per document type and customer
- PDF document generation directly from Business Central.
- Document archiving — every outgoing document stored against the Business Central record.
- Inbound document capture — attach incoming documents (e.g. vendor invoices) to Business Central records.
- Approval workflows — document-based approvals routed to the right people.
- Delivery tracking — confirmation of email delivery and open status.
Use Cases
Common Zetadocs Use Cases
Accounts Receivable: Auto-send invoices and statements to customers at the point of posting in Business Central. Track delivery. Follow up on overdue accounts with automated reminders.
Accounts Payable: Send purchase orders to vendors and archive vendor invoice acknowledgements against the PO in Business Central.
Sales: Send quotes, order confirmations, and delivery notes automatically with branded templates.
Finance: Maintain a complete, auditable archive of all financial document correspondence for compliance and audit purposes.
Integration
Zetadocs is Built for Business Central
Zetadocs is a certified Business Central extension available on Microsoft AppSource. It integrates directly into Business Central's document posting workflow with no middleware required. DataposIT configures Zetadocs as part of a Business Central implementation or as a standalone add-on for existing Business Central customers.
Compliance
Compliance and Audit Benefits
Zetadocs provides a timestamped, searchable archive of all document communications — critical for audit trails, customer dispute resolution, and regulatory compliance. No more searching email inboxes or shared drives for historical documents. Everything is in Business Central, against the right record.
Frequently Asked Questions
Engagement, Timelines & Support
Solutions delivered across business applications, industry systems, and enterprise infrastructure.