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TAYO.pro Documentation

Send a document to a client

At the end, your document has reached the client through Tayo. You start from the projects dashboard.

This route is for documents not tied to a project. A document that belongs to a quote request or a work order goes from the project, as a quote or an invoice.

Animation: on the dashboard, click Send document, choose the client, then the job site, pick the category, add the PDF, then click Send. Animation: on the dashboard, click Send document, choose the client, then the job site, pick the category, add the PDF, then click Send.

Steps

Section titled “Steps”
  1. Open Projects. On a large screen the Dashboard shows on the right; on a phone, tap the View Dashboard icon at the top of the list.
  2. In the row of shortcuts at the top of the dashboard, click Send document, the last button.
  3. The Send document panel opens on the Client * step. Search for the client and click it: the panel moves on to the next step by itself.
  4. On the Job site * step, type part of the address in the search field — the sites come from Tayo and only appear once you search — then click the site concerned. The panel moves on to the Document category step.
  5. Choose the Document category — Visit report by default, or for example Maintenance contract, Visit notice, Other.
  6. Under File, add your PDF (one file, 8 MB at most). It is required.
  7. If needed, adjust the Start date (today by default) and enter an End date, which is optional.
  8. Click Send at the bottom of the panel. Document sent successfully appears and the panel closes.

What happens next

Section titled “What happens next”

The document goes into Tayo, to the client, attached to the chosen site. No e-mail is sent and no project is created. You find it on the client’s record, Documents tab, under Sent.

Good to know

Section titled “Good to know”
  • From the client’s record: Documents tab, Send document button at the top right. The client is already chosen: the panel opens on the Job site * step.
  • If the send fails, the document stays under Draft in the Documents tab, with the error. The send button on its row (Retry) tries again.
  • The site must be known to Tayo: a site that only exists in TAYO.pro makes the send fail.
  • Back returns to the previous step to change the client or the site.
  • For a client not linked to Tayo, the Documents tab shows Not available.

Further reading: How the Tayo connection works · Contacts and messages.