You can send any document like OC, PO, Sales Invoice, etc that you punch or create in Tranzact to the concerned persons either in Counter-party or organization itself through WhatsApp.

To send the document on "WhatsApp" follow the below steps: (OC as an example)

[A] Let say we create OC for XYZ Tech company. Once we fill in all details and click on the "Save and Send" button. 

You can see the WhatsApp POP UP on your screen, You can fill in the contact number and click on "Share" or "Save Contact and Share" button.  

[C] Also you can click on "Select From  WhatsApp & Share".

[D] After that you will get options to select from your contact and then click on send button.

Your document will be sent to selected contacts.

Keywords: WhatsApp feature