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Document Management Apps View, Print & mail on click.

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Presentation on theme: "Document Management Apps View, Print & mail on click."— Presentation transcript:

1 Document Management Apps View, Print & mail on click

2 Document Management Apps Features Easy document printing Single & Multi attachment Single & multi document Mail User wise Security Ledger & group wise doc view Manage Physical location of file Ledger Document Management Voucher document Management Locate files & folder by browse Locate files & folder from Network Drive, FTP Click and view Click and Mail

3 Ledger document management Now we can attach all the documents relating to a particular ledger or account directly in Tally.ERP 9. Like we can attach below document in our TDS Ledger PAN registration TAN Registration And so on……………. Voucher document management Like ledger we can attach various related document to a voucher or entry. Like for a machinery purchase entry we can attach Quotation Purchase order Transport Slips And so on……

4 Locate files & folder by browse No more copy paste of file & directory path, document management apps brings you the functionality to locate files and folder using browse button. So click on the browse and locate your document. Locate files & folder from anywhere Document Management Apps Network Hard disk

5 Click & View Click & Mail Document management apps facilitates the attach document to open with related installed application with in single click Document management apps helps to send mail to multi recipients directly from Tally.ERP 9 with various attach documents so just click and do Documents to CA & Consultant Send Documents to bank officials Mail to director personal documents (DIN, Pan Card ) from Tally anytime.

6 Easy document printing You want to print any document then just open the attach document ledger or voucher from Tally.ERP 9 and click now you can print your documents using the print command of open application. Single & multi document attachment We can attach single document as well as multiple documents for ledgers and vouchers. It needed like for a sales voucher we have to attach Quotation, Sales Order form.

7 User wise security Now you can control document management as per the security level you want. Option to allow & disallow below things given Attach filed to ledger or voucher Mail documents See document relating to ledgers & groups Ledger wise & group wise doc view A user can view document relating to a particular ledger or a group of ledger. Suppose we are searching for Excise registration paper along with some other tax related doc then we can go for group wise doc view and can select group as “Duties & Taxes”

8 Manage Physical location of files No need to search file & folders just open Tally.ERP 9 and it will show the physical location of file go and pick them from slaves. It saves your so much time

9 System Requirement O.S : Windows XP or higher Application : Microsoft.net framework 2.0 or higher Tally.ERP 9 : Valid license with Release 4.6 or higher * Document management Apps work on Valid Tally.ERP 9 license only

10 Useful for Retailers, Whole sellers,Distributors and C & F Private Limited Company NGO Media & Advertisement Agency Chartered Accountant Lawyers & consultant Individual & HUF Firms Educational Institutions Builders and Contractors Brokerage firms Automobile Industry Transporters Travelling Agent Exporter & Importer All Service Oriented Firms

11 THANK YOU !!! http://www.welfareinfotech.com Contact : +91-9755514444or mail : info@welfareinfotech.cominfo@welfareinfotech.com


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