One system, the whole document lifecycle.

From the moment a document is drafted in Word, Excel or PowerPoint to the moment it's signed, filed, and retrieved.

Ribbon

Native Microsoft Office Ribbon Suite

Lives directly in the Office Ribbon in Word, Excel, and PowerPoint. One-click access to Create, Profile, Retrieve, Save Reuse, Work, and Workflow without browser switching.

Task Pane

In-App Profiling & Team Delegation

Mandatory profiling at save: assign Client Entity, Document Category, Financial Year, and allocate directly to team members with role-aware governance.

UDIN

Permanent Unique Document ID

Every file receives an immutable, unalterable UDIN (e.g. WD-2026-88421). Even if the file is renamed, emailed, converted to PDF, or moved, its history and audit trail remain unbroken.

Speed

Native Desktop Speed & Local Saving

Type and calculate at full PC speed with zero lag. Regular Ctrl+S saves to your local workspace; cloud revisions are published only when you click "Update to WhatsDocs".

Storage

Self-Cleaning Disk (30-Day Auto Retention)

Choose your local storage folder (Documents\WhatsDocs or D:\ClientFiles). Inactive files older than 30 days are cleanly pruned from local disk once backed up to the cloud. Unsaved and open files are strictly protected.

Explorer

Right-Click "Send to WhatsDocs"

File third-party contracts, scans, and email attachments straight from Windows Explorer. Right-click any file to profile, categorize, and archive it in 5 seconds.

Save As

Controlled 4-Choice Save As Engine

Replace chaotic Save As dialogs with 4 deliberate workflows: Update Current Revision, Save as New Document (fresh UDIN), Save as Template, or Export Clean Unlinked Copy.

Onboarding

Bulk Folder Importer (Zero Lock-In)

The Windows Companion App scans existing folder trees, auto-maps them to Clients & Years in a spreadsheet grid, and archives hundreds of legacy files at once. Export back to clean folders anytime.

Intake

WhatsApp Document Collection & Receipts

Powered by WhatsForm: request client tax docs and KYC directly via WhatsApp with automated reminders, zero client passwords, and digital delivery receipts.

Clauses

Approved Clause Library & Answer Pane

Assemble client deliverables with vetted clause libraries and dynamic variables (names, fees, dates, jurisdictions) directly inside the Word task pane.

Instant Retrieval & By-UDIN Lookup

Find any document instantly by permanent UDIN, client entity, category, or full-text search right from the ribbon or central archive.

Governance

Balanced Role Governance & Audit Trail

Project Managers enjoy scratchpad flexibility to draft anywhere, while team associates are guided to file official deliverables under verified client records.