Microsoft Office add-in
Never hunt for a document again.
WhatsDocs for Microsoft Office
Save once, without leaving Word. WhatsDocs files the document against the right customer, project and task, stamps it with a permanent number, and hands it straight back the day someone asks for it. No folders to name. No second copy. No "who has the latest version?"
- One click from finished draft to archived
- Zero folders to name, remember or maintain
- One number a UDIN, and the document is found
- Word Available now
- Excel Coming soon
- PowerPoint Coming soon
Documents
Document Category * Engagement Letter
Document Name * Statutory Audit — Engagement
Customer * Acme Industries Pvt Ltd
Year * 2026–2027
ProjectSelect customer first
TaskSelect project first
Save to WhatsDocs
What is WhatsDocs?
The archive your documents live in — part of the same system that already holds your customers, projects and tasks.
- One place for every business document. Invoices, reports, letters, working papers — stored centrally instead of scattered across desktops, mailboxes and shared drives.
- Filed by what it relates to, not where it was saved. Each document is attached to a customer, project or task, so finding it later means naming the work, not remembering a folder.
- Every document gets a UDIN. A unique identifier that points at that exact document forever — quotable in an email, typed into the add-in to pull the file straight back up.
- Shared templates. The approved starting points live in the archive too, so a new document begins from the current version rather than last year's copy.
- One copy, kept current. Editing an archived document updates the archive — there is no final_v3_really_final.docx to reconcile.
How it works
The whole round trip happens inside Word. Nothing is uploaded by hand.
- 1 · Start A blank document, or one from a shared template.
- 2 · Write Ordinary Word. No new editor to learn.
- 3 · Save to WhatsDocs Pick the customer, project or task it belongs to.
- 4 · Archived Stored, indexed and given its UDIN.
- 5 · Open again Browse the archive, or jump straight to a UDIN.
Reopening an archived document puts you back at step 2 — edit, then Save & Close writes the change back to the archive and closes the file. The copy on the server stays the copy everyone sees.
Where it actually ends up
There is no folder tree to browse, and nothing to rename by hand — here's what "Save to WhatsDocs" really does with the file.
One store, not a folder tree
Every document lands in the same secure archive, whoever saved it and whichever customer it's for.
Found by what it's tagged, not where it sits
Category, Customer, Project and Task stand in for folder levels — pick them once on save, filter by them forever after.
Naming is automatic — because it isn't needed
The file keeps whatever name it had in Word — there's no "rename it before you upload" step, and no house style to get wrong. What makes it findable afterwards is stamped on automatically:
- No manual renaming. "Report_final_v3.docx" stays "Report_final_v3.docx" — the tags and the UDIN do the organizing, not a naming convention someone has to remember.
- The UDIN is permanent. It's issued once, the moment the document is archived, and stays attached to that document even if the file is later replaced by an update.
- Retrieval doesn't depend on the file name. Find by UDIN, or filter Open from Archive by customer, project or task — either route gets you the exact document, name aside.
What it adds to the ribbon
One WhatsDocs tab in Word, with the whole archive behind it.
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Save to WhatsDocs
File the open document into the archive — as a new document, or as an update to one already there.
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Open from Archive
Browse what has been archived and open any of it directly in Word — no download-then-find step.
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Find by UDIN
Paste the unique number from an email or a report and get exactly that document, first time.
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New from Template
Start from an approved template — including the shared Templates Gallery — then save straight to the archive.
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Save & Close
Push your edits back to the archive and close the document, in a single click.
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Signed in once
Sign in to WhatsDocs from the task pane and the ribbon works against your own archive from then on.
Why it's worth it
The same document, before and after.
Without the add-in
- Write the document in Word.
- Save it somewhere on your machine.
- Open the browser, log in, find the right record.
- Upload it, name it, tag it.
- Next month: search three places to find it again.
- Edit it, and now two copies disagree.
With WhatsDocs
- Write the document in Word.
- Save to WhatsDocs — pick the customer or project.
- Next month: Open from Archive, or paste the UDIN. It's there.
- Edit and Save & Close. Still one copy.
- No filing step. Archiving happens where the work already happens, so it doesn't get postponed and then skipped.
- Nothing goes missing when people do. Documents sit in the archive, not on the laptop of whoever wrote them.
- Audit-ready by default. Every document carries a UDIN and a place in the record, which is what an auditor or a client actually asks for.
- Faster than searching. Open from Archive filters by customer, project or task; Find by UDIN skips searching entirely.
- Nothing new to learn. It is Word, with one extra tab. Training is showing someone two buttons.
- Same archive across Office. Word today; Excel and PowerPoint use the very same archive as they arrive.