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.