Product
WhatsDocs
Included with WhatsWork — document discipline inside Microsoft Office
Create, name, classify, save, and retrieve documents directly within Microsoft Office — bringing structure and findability to the paperwork CA, legal, and compliance teams live in every day. Comes included as part of WhatsWork.
Professional and compliance teams generate a constant stream of documents — engagement letters, filings, working papers, contracts — saved inconsistently across desktops, email, and shared drives, named however whoever saved them happened to type it. WhatsDocs works inside Word, Excel, and Outlook, applying consistent naming and classification at the exact point a document is created or saved.
Firm-defined document types, naming conventions, and tags are applied automatically, so every document lands in the right client folder, named the right way, from the first save. Retrieval happens from inside Office itself — by client, matter, type, or date — without anyone digging through shared drives or email threads.
WhatsDocs ships as part of WhatsWork — when you adopt WhatsWork for execution, this document discipline comes with it. Connected to ERP4PSO and to documents collected via WhatsForm, it keeps one coherent document trail per client and matter, regardless of whether a file originated in Office or arrived over WhatsApp.
Capabilities
Document discipline where the work already happens
Create and save with structure
Save a document from Word, Excel, or Outlook directly into the right client, matter, and folder — named consistently, every time.
Classification at the point of creation
Apply firm-defined document types and tags as a document is saved, not as an afterthought during an audit.
Fast retrieval
Find any document by client, matter, type, or date from inside Office — no digging through shared drives or email threads.
Naming conventions enforced
Remove inconsistent, ad-hoc file names with rules the whole firm follows automatically.
Version and audit trail
Know which version is current and who touched a document last, without a separate document-management system.
Connected to client engagements
Link documents to engagements and compliance work tracked in ERP4PSO.
Included with
Part of WhatsWork
WhatsDocs isn't sold separately — explore WhatsWork, the execution platform it ships with.
The outcome
Firms get engagement-grade document discipline without changing how their teams already work in Microsoft Office — fewer misplaced files, faster retrieval during review or audit, and a document trail that holds up to scrutiny. Included with WhatsWork, at no extra setup.
Explore more
Other platforms
WhatsWork
From WhatsApp conversations to accountable work — WhatsDocs included
Optional add-onWhatsForm
Additional solution — WhatsApp communication & automation
ERP4PSO
The digital operating system for professional-service organisations
ERP4RealEstate
A complete real-estate operating platform
Smarty Healthcare
A connected healthcare operations platform
See WhatsDocs in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.