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

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 2

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

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

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

6. Tally.ERP 9 Fitment – Tally Document Manager
SL No. Requirement Part of Tally.ERP 9 Part of Solution
1 Masters Yes
2 Transactions Yes
3 File upload facility Yes
4 File transfer to central repository Yes
5 File’s path storage Yes
6 File download facility Yes
7 View files Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved 6

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

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
© Tally Solutions Pvt. Ltd. All Rights Reserved 8

9. Thank You
For any queries, write to us :
ti@tallysolutions.com
To find out more, visit :
http://www.tallysolutions.com/website/html/solutions/segment-vertical-solutions.php
© Tally Solutions Pvt. Ltd. All Rights Reserved

10. Thank You
For any queries, write to us :
ti@tallysolutions.com
To find out more, visit :
http://www.tallysolutions.com/website/html/solutions/segment-vertical-solutions.php
© Tally Solutions Pvt. Ltd. All Rights Reserved