Native Desktop Add-in · Microsoft Word, Excel & PowerPoint

Documents that organize themselves — right inside Microsoft Office

No browser tabs. No scattered desktop folders. No lost client versions. Installed once, WhatsDocs lives directly in your Office ribbon, keeping your work organized, audited, and backed up in real time.

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Statutory_Audit_Report.docx — Microsoft Word

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File Home Insert Layout Review WhatsDocs

UDIN: WD-2026-88421

Independent Auditor's Report

To the Members of Acme Industries Pvt Ltd. We have audited the accompanying financial statements for the fiscal year ended March 31, 2026...

✓ Saved locally • Ready to publish revision

WhatsDocs File Profile

Client Entity Acme Industries Pvt Ltd

Document Category Statutory Audit • Deliverable

Financial Year 2026–2027

Four Principles That Keep Your Team Fast and Audited

WhatsDocs balances effortless desktop speed with airtight enterprise organization.

Local Speed, Cloud Peace of Mind

Type, calculate, and format at full native speed with zero lag. Regular Ctrl+S saves locally on your PC. Cloud revisions happen only when you click Update.

Your Choice of Storage Folder

Keep working files in Documents\WhatsDocs or choose any drive you prefer (like D:\ClientFiles). WhatsDocs moves existing files for you automatically.

Automatic Disk Cleaner (Retention)

Inactive files older than 30 days are cleanly removed from your PC once backed up in the cloud. Unsaved changes and open files are strictly protected from deletion.

Balanced Role Permissions

Project Managers have the agility to save temporary scratchpads anywhere, while team members are guided to file official deliverables under the right Client and Category.

Seamless Onboarding & Zero Lock-In (The Windows Companion App)

Bring your existing document backlog into WhatsDocs in minutes, and export back to traditional folders anytime with complete peace of mind.

Bulk Import Existing Files

Point to any folder on your hard drive or server. WhatsDocs maps directory structures to Clients & Years, lets you review in a spreadsheet grid, and archives hundreds of files at once.

Bulk Import Templates

Upload all your firm's existing Word, Excel, and PowerPoint templates into standard team categories so your entire staff can access them from the From Template gallery.

Right-Click "Send to WhatsDocs"

File external contracts, scans, or email attachments straight from Windows Explorer. Right-click any file > Send to WhatsDocs to categorize and archive it in 5 seconds.

Full Folder Export (Zero Lock-In)

Need an offline backup? Filter your archive by Client or Year and download files arranged into a clean traditional folder structure (e.g. Customer / Year / Category).

The Difference in Daily Work

See how WhatsDocs transforms daily document workflows across your firm.

Without WhatsDocs

Scattered Desktop Chaos

Files saved on random desktops, downloads, and personal folders.
Confusing filenames like "Final_v2_review_final.docx".
Critical client documents lost or forgotten when team members leave.
Dual-sync conflicts and locked files from OneDrive or Dropbox.
Hours wasted searching through old emails and chat threads.

With WhatsDocs

Organized & Audit-Ready

Every document has a permanent Unique Document ID (UDIN).
Filed directly by Client, Category, and Financial Year in 5 seconds.
Single source of truth in your company archive, accessible by team members.
Smart local cache with automatic space cleanup (30-day retention).
Open any file instantly from Word, Excel, or PowerPoint with one click.

User Guides & Documentation

Everything you and your team need to know to get started and master WhatsDocs.

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