Eliminate the need for file cabinets and tedious paperwork by using the Document Management System (DMS) Module to organize and archive all your important files. With this module, you don’t need to spend hours searching for that one specific file that you’ve always needed but can’t seem to ever find as it helps you to organize documents/vouchers as soft copies on your PC, which you can scan and link to the respective transactions in Tally.
The DMS module works with a valid Tally.ERP 9 (now TallyPrime) license and on release 4.6 onwards. It requires no additional hardware/software to be installed. You can attach almost all types of document (JPG, PDF, DOC, XLS etc.) with this Tally.ERP 9 module. Also, it allows you to attach documents at the transaction level, which you can view at the report level.
Features of Document Management in Tally
- Voucher Document Management (all in one place)
- Option of both Single and Multiple file/document attachments
- Seamless Document Printing
- Locate folders/files from FTP servers or Network drive with ease
- Locate files/folders by using the browse button functionality
Benefits of Document Management in Tally
- Document Management in Tally allows you to attach multiple files/documents related to a single voucher – invoices, purchase orders, sales orders etc – to any transaction.
- It allows you to store files/folders/documents locally or on Cloud storage (Dropbox, Google Drive).
- It also allows you to quickly locate and share attachments electronically over a LAN or via email.
With this add-on, you can save precious time by retrieving/locating the soft copy of the document with ease while also having the option of saving electronic copies in a folder of your choice.
From helping you improve efficiency to significantly reducing the use of paper, the Document Management System has proven to be especially useful for remote work during the lockdown. Also, it allows you to safely store all your data in a centralized location, which make retrieving it easy leading to enhanced productivity.
- Remember, you have a No-Questions-Asked 7-day Money Back Guarantee, so go ahead and purchase with peace of mind!