WhatsApp solutionWhatsForm
Document Collection and Retrieval
Request, receive, and control documents on WhatsApp
Request files, organise submissions, and provide controlled document access — all through the conversation.
Chasing documents over WhatsApp usually means scrolling back through a chat trying to find a file someone sent three weeks ago. Document Collection and Retrieval turns that into a tracked request-and-submission flow, tied to the right client and matter.
Each request shows exactly what's outstanding, automated reminders chase what's missing, and every file received is stored, named, and retrievable — instead of being buried in chat history.
Capabilities
Documents, requested and tracked, not just received
Structured requests
Ask for exactly the documents needed, with clear status on what's pending and what's received.
Automated reminders
Outstanding documents get chased automatically, without staff following up manually.
Organised storage
Every file lands against the right client and matter, named and findable.
Controlled access
Share documents back with customers or clients in a controlled, trackable way.
Who it's for
Built for teams like yours
- CA/CS firms
- Legal teams
- Finance departments
- Patient-service and compliance teams
The outcome
Document chasing stops depending on individual memory, and every submission is tracked from request to receipt — visible to the whole team, not just the person who asked.
Explore more
Other WhatsForm solutions
Shared Team Inbox and Customer Service
One business WhatsApp number, fully coordinated
WhatsApp CRM and Sales Journeys
From first enquiry to a tracked, owned pipeline
Campaigns and Marketing Automation
Segmented, automated WhatsApp marketing
Interactive Forms and Onboarding
Structured data capture, inside the chat
Appointments Bookings and Reminders
Bookings and reminders, without the phone queue
Customer Vendor and ERP Connectivity
Orders, invoices, and approvals, connected to your backend
AI Assisted Support and Work Coordination
Conversations that turn into accountable work
See Document Collection and Retrieval in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.