How to Add Digital Signature in Tally Prime with KAiZEN?

Tired of chasing down digital signature in tally prime invoices and dealing with stacks of paperwork? It’s time to simplify your financial approvals with digital signatures!

Traditional approval processes can be time-consuming and prone to security risks. By leveraging KAiZEN businesses can add eSignatures in Tally Prime invoices and vouchers, enhancing efficiency and protecting financial transactions. This guide covers the importance of digital signatures, and a simple setup process, helping organizations improve workflow security while maintaining compliance.

KAiZEN streamlines the process of adding digital signatures in Tally Prime invoices with advanced features tailored for seamless efficiency. With KAiZEN, user can:

• Sign any Tally Prime invoices and vouchers effortlessly.  
• It can easily installed on the same system where Tally is configured for seamless integration.  
• Send eSign requests to multiple customers in a single step.  
• Manually draw, upload their signature, or auto-generate signatures using name initials.  
• Ensure authenticity and compliance with secure and verified signatures 

Here are some simple steps to add digital signature in Tally Prime

Assumption:

• User has configured the settings in the KAiZEN to configure voucher settings. 
• User has configured the “sales” voucher type to show/ask the user before it sends for eSigning

1. Step 1:

   Open the Tally application

   
2. Step 2:

   Create an accounting voucher of any type in tally and press enter command to “create”. eg: below is reference to sales voucher

   
3. Step 3:

   Before the voucher is saved in Tally, it will show a popup to confirm if user want to send the voucher for eSigning

   
4. Step 4:

   Once “Yes” is clicked, it will send an email for the user to do the eSigning.

   
5. Step 5:

   Before the voucher is signed, the signing status for the voucher will be “Open”

   

   Assuming the user has completed the eSigning. Tally user / Admin can open this page and select the        voucher and click on “Check for Status” to refresh the status of the voucher.

6. Step 6:

   Once the “Check for Status” is clicked, it will check the if the signer has signed the document or not. If signed, it will download and save the signed voucher document in the Tally. Also, tally user can view the signed copy by clicking the button “Open Signed PDF”

   

   It will also change the status to “Signed”

   

   Here is the final signed copy of the voucher with verified signature.

   

Conclusion

Digital signatures powered by KAiZEN bring speed and security to financial approvals in TallyPrime. Simplify document authentication, reduce risks, and ensure compliance effortlessly. Start digitizing your workflow and experience the future of eSigning now!