Complete Document Management System Inside WhatsApp

Store, organize, and manage all your business documents directly within conversations. Never lose track of important files again.

INTELLIGENT FILE ORGANIZATION

Documents That Organize Themselves

Upload, share, and receive documents directly in WhatsApp conversations. Our AI automatically categorizes, tags, and organizes files based on content, conversation context, and business rules.

  • Automatic categorization by document type and content
  • Smart tagging based on conversation context
  • Folder structures that adapt to your business needs
  • Version control with automatic backup and history
Documents That Organize Themselves

SECURE CLOUD STORAGE

Enterprise-Grade File Security

All documents are encrypted and stored securely in the cloud with role-based access controls. Share files with confidence knowing your business documents are protected and compliant.

  • End-to-end encryption for all file transfers
  • Role-based permissions and access controls
  • Compliance with GDPR, HIPAA, and industry standards
  • Audit trails for all document access and changes
Enterprise-Grade File Security

Complete Document Management Suite

Everything you need for professional document handling

Smart Document Processing

AI-powered document analysis extracts key information and metadata automatically for better organization.

Powerful Search

Find any document instantly by name, content, date, or conversation context with advanced search capabilities.

Secure Sharing

Share documents with customers and team members with granular permissions and expiration controls.

Version History

Track all document versions with complete edit history and ability to restore previous versions.

Cloud Integration

Seamlessly sync with Google Drive, Dropbox, OneDrive, and other cloud storage platforms.

Compliance Ready

Built-in compliance features for industries requiring document retention and audit capabilities.

Transform Your Document Management

Organize, secure, and manage all your business documents within WhatsApp conversations

File Upload & Organization

How document management works in WhatsApp

WhatsForm supports all major file types including PDFs, Word documents, Excel spreadsheets, images (JPG, PNG, GIF), videos, audio files, and many other formats. Files up to 100MB are supported.

Our AI analyzes document content, file names, and conversation context to automatically categorize and tag files. You can also set custom rules for specific document types or business processes.

Security & Compliance

Keeping your documents safe and compliant

All documents are encrypted at rest and in transit using industry-standard encryption. We provide role-based access controls, audit trails, and comply with major security standards including SOC 2 and ISO 27001.

Yes! You can set granular permissions for each document or folder, including view-only, edit, download, and share permissions. You can also set expiration dates for shared documents.

Ready to Transform Your WhatsApp Business?

Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.