Client Document Workflows

WhatsDocs bridges internal drafting with client collaboration. Easily generate client document requests, pre-register compliance binders in bulk, and attach inbound client records.

1. Request Documents from Clients

Instead of chasing clients for statutory files via unstructured emails, create tracked document collection requests directly from Office:

Step-by-Step Procedure

Click Request Documents
In the Workflow group on the ribbon.
Select Client & Required Documents
Pick the client and check off standard required files (e.g., Bank Statements, GST Returns, Form 26AS, Invoices).
Dispatch Request
WhatsDocs generates structured client intake links dispatched via secure client portal or WhatsApp.
Track Inbound Receipt
Uploaded client files land directly into the client's archive binder under their pre-allocated slots.

2. Bulk Creation & Engagement Binders

When setting up an annual statutory audit, tax engagement, or quarterly compliance binder, use Bulk Creation to register placeholder records in advance:

Step-by-Step Procedure

Click Bulk Creation
In the Workflow group on the ribbon.
Select Client, Fiscal Year & Deliverables
Select multiple categories and document types required for the engagement.
Submit Batch
WhatsDocs creates unique pending records on the server with pre-assigned UDINs. Team members can later attach working files or templates directly to these placeholders.

3. Attaching Inbound Client Documents (Attach to Client)

When a client emails you a signed agreement, bank certificate, or tax document:

Steps

Open the client file on your desktop
Open the `.docx`, `.xlsx`, or `.pptx` file.
Click Attach to Client
In the Profile group on the ribbon.
Select the Pending Slot
Pick the client and select the matching pre-registered placeholder record.
Confirm & Archive
The file is uploaded to the cloud archive, stamped with its official UDIN, and marked active.

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