ZetadocsAutomated 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.
Connected to Business Central
The problem
Does Your Team Spend Hourson Document Admin?
Manual work creates delays, uncertainty, and avoidable compliance risk.
- 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 SolvesIt.
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.
07 integrated capabilities
Automated document delivery
Invoices, statements, remittances, and purchase orders sent automatically by email.
Branded email templates
Configured per document type and customer.
PDF document generation
Create polished PDFs directly from Business Central.
Document archiving
Every outgoing document stored against the Business Central record.
Inbound document capture
Attach incoming documents, including vendor invoices, to records.
Approval workflows
Document-based approvals routed to the right people.
Delivery tracking
Confirmation of email delivery and open status.
By team
Common 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.
Certified extension • No middleware
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 AskedQuestions
Not sure where to start? Let us point you in the right direction.
Yes. Zetadocs is a Business Central extension and requires a Business Central environment to function. It is not available as a standalone product. If you are implementing Business Central, DataposIT will assess whether Zetadocs is relevant to your document processing requirements.
Still have questions?
We're here to help. Our support team usually responds within 2 hours.
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