© Tally Solutions Pvt. Ltd. All Rights Reserved Tally Document Manager for Tally.ERP 9

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Tally Document Manager – An Overview Structure of Tally Document Manager Tally Document Manager for Tally.ERP 9 Process Flow Primary Requirement Tally.ERP 9 – Fitment

© Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Structure of Tally Document Manager

© Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 Tally Document Manager – An Overview

© Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Primary Requirement – Tally Document Manager Category / ModuleMajor RequirementExplanation Tally Document Manager Files upload facility in master Facility is provided to upload multiple files through masters in Tally.ERP 9 Files upload facility in transaction Facility is provided to upload relevant files in any format through transaction. These documents are stored in central repository with file’s location stored in Tally.ERP 9 TDM executableTDM executable provides a gateway for user to upload files through masters and transactions File download and view facility Facility is provided to download, view/alter and save files using Tally.ERP 9 within local system or in various networking environment.

© Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Tally.ERP 9 Fitment – Tally Document Manager SL No.RequirementPart of Tally.ERP 9Part of Solution 1MastersYes 2TransactionsYes 3File upload facilityYes 4File transfer to central repositoryYes 5File’s path storageYes 6File download facilityYes 7View filesYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Process Flow – Tally Document Manager

© Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Key Benefits Serial No.Explanation 1 One-Click access to supporting documents in any file format 2 Access from Daybook report directly to check files in the transaction 3 Drop box integration for remote access – Easy audit capability 4 Unlimited files attachment in masters and transactions 5 Files accessible across the network in a LAN environment 6 Business owners can view supporting document relating to every single business transaction

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