Tallyo guide

Check document email delivery

Understand what Tallyo records when a document email is accepted, delivered or cannot be sent.

Step by step

1
Send a saved document
Choose the customer email and review the document before sending.
2
Check the document status
Tallyo records the result returned by the email service for that send.
3
Review activity history
Use the document activity to understand the latest recorded delivery event.
4
Follow up when needed
If delivery cannot be confirmed, check the address with the customer and use another agreed route.

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