HOW TO SEND DOCUMENTS USING TALLYPRIME WITH WHATSAPP

To send documents using TallyPrime with WhatsApp, you can follow these steps:

1. Generate the Document in TallyPrime:

• Open TallyPrime and navigate to the report or document you want to share.
• Generate the desired report, invoice, or any other document in the required format (e.g., PDF).

1. Export the Document:

• Once the document is generated, use the Export function in TallyPrime.
• Choose the format you want to export the document in, such as PDF.
• Save the exported document to a location on your computer.

1. Send the Document via WhatsApp:

• Open WhatsApp Web or the WhatsApp Desktop application.
• Navigate to the contact or group you want to send the document to.
• Click on the attachment icon (paperclip) and select Document.
• Browse to the location where you saved the exported document and select it.
• Send the document to the chosen contact or group.

Detailed Steps

Step 1: Generate the Document in TallyPrime

1. Open TallyPrime and navigate to the report or document you need.
2. Generate the document by selecting the appropriate menu options and criteria.

Step 2: Export the Document

1. After generating the document, go to the top menu and select Print.
2. In the print window, choose Export instead of Print.
3. Select the format (PDF is commonly used for sharing documents).
4. Specify the location where you want to save the document on your computer and complete the export process.

Step 3: Send the Document via WhatsApp

1. Open WhatsApp Web by visiting web.whatsapp.com or use the WhatsApp Desktop application.
2. Scan the QR code using your phone if you haven’t logged in already.
3. Select the contact or group to whom you want to send the document.
4. Click on the Attachment icon (usually a paperclip symbol) in the chat window.
5. Choose Document from the list of attachment options.
6. Browse to the location where you saved the exported document from TallyPrime.
7. Select the document and click Open to attach it to the WhatsApp message.
8. Click the Send button to share the document.

These steps will help you send documents from TallyPrime via WhatsApp seamlessly. If you have any specific issues or need further assistance, feel free to ask!