How to Share Documents Using TallyPrime with WhatsApp: 3 Steps

Sharing documents through WhatsApp from TallyPrime is straightforward once the WhatsApp integration is activated.

Table of Contents

1. Step-by-Step Process to Share Documents Using TallyPrime with WhatsApp:

1. Generate the Document:

Create the required document (invoice, report, purchase order) in TallyPrime.

2. Select WhatsApp Sharing:

After generating the document, select the option Send via WhatsApp.

3. Choose the Recipient:

TallyPrime will open WhatsApp, and you can select the contact to whom you want to send the document.

4. Send the Document:

Review the document in WhatsApp and hit Send.

2. Example to Share Documents Using TallyPrime with WhatsApp:

ABC Traders needs to send a sales invoice to XYZ Enterprises.

They generate the invoice in TallyPrime, click on Send via WhatsApp, select XYZ Enterprises from their WhatsApp contacts, and share the invoice instantly.

3. Benefits of Sharing Documents Using TallyPrime with WhatsApp:

1. Quick Sharing:

Eliminates the need to email or print documents.

2. Efficient Communication:

Real-time sharing of important documents.

3. Improved Workflow:

Streamlines document sharing with clients and vendors directly from TallyPrime.

This integration is particularly helpful for businesses that need fast and reliable communication to manage transactions efficiently.