Document Management
Document Management
One of the powerful features of WHSuites software includes document management, which is designed specifically for businesses that want to store, organize and control their documents hassle free. From uploading files to setting access permissions in real time.
- Store Documents Centrally
- Control Access & Permissions
- Find Any File in Seconds
Teams Using WHSuites
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Document Retrieval Rate
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Average Rating
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From Upload to Access — In 5 Simple Steps
WHSuites document management software follows a clean, structured workflow to make sure that every file is stored correctly, found quickly and accessed by the right people without any delay or confusion.
Upload Your Files
You can upload any file type such as PDF’s, word documents, and image files instantly and directly into WHSuites. As an Anthuscan, add file descriptions, categories, and tags, and link documents to leads, deals, or contacts .
Organize Documents
You can create structured folder hierarchies for your documentation by department, client, or project using WHSuites document management software. This way every document has a clear place to be stored which will reduce searching time .
Assign Access & Permissions
Define who can view, edit, download, and delete every document. WHSuites role-based permission controls will keep your confidential documents confidential whether they are a sales proposal, HR file or a compliance document.
Search & Retrieve Instantly
With WHSuites you are able to quickly find any document because of the built-in smart search function by searching by keyword, tag, file type, or date. No longer spend time trying to search through folders or asking other people “where did you save this document”.
Review, Update & Track Versions
With WHSuites, you will have a complete history of every version of the document. As you update documents you will have a history of who made any changes and when those changes were made and you will have a clean audit trail.
Ready to Manage Your Documents?
Join 12,000+ teams already using WHSuites CRM.
Everything You Need to Manage Documents Like a Pro
WHSuites is a full featured document management system that links your files directly to leads, contacts and deals.
Upload and link unlimited amounts of documents to any lead, contact, or pipeline stage. Organize your files by department, project or client using smart folders and custom tags. WHSuites document management solution is built to support how your company does business — not to dictate how you ought to operate. You can add notes, attach supporting documents, and create document types, providing you with complete context around every document.
Share any document with team members or external stakeholders without leaving the platform. You can set expiration dates on any shared link, restrict downloads, and receive real-time notifications every time someone accesses or edits a shared document. WHSuites collaborative document control solution keeps your sales reps, managers, legal teams, and support teams connected, regardless of whether or not they are working remotely.
With WHSuites built-in reporting tools, you have full visibility into all your document activity. These include document access logs, versions, overdue approvals, and user activity. WHSuites provides complete compliance-ready data to your organization; it’s not just a simple list of files, it’s a complete electronic document management system providing auditing trail capabilities.
Smart Document Access Control — Right Files to the Right People, Instantly
It's generally believed that the majority of document security breaches occur due to improper access to a file by an individual. WHSuites' Document Management Software provides intelligent role-based access capabilities that define a user's role, department, and seniority level; therefore sensitive files are protected by default.
- Auto-suggest folder permissions based on user role and department
- Manage access from any device — desktop, tablet, or mobile
- Set access for multiple documents across different clients or projects at once
- Instantly revoke permissions with a full access audit trail
- Automatically notify team members when they are given access to new documents
Version Control & Expiry Management — Never Lose a Document Again
When your employees utilize outdated documents, it can lead to very costly errors. WHSuites' Document Management System provides your team with the document management capabilities them to always have access to the most up to date document by implementing the following ...
- Full version history: restore any previous version in one click
- Document expiry alerts: set review or renewal dates for contracts and compliance files
- Automated escalation reminders: daily, weekly, or custom intervals for pending approvals
- Color-coded document status indicators: Active, Under Review, Expired, or Archived
- Sync with Google Calendar or Microsoft Outlook for expiry and review deadlines
Data That Proves the Difference
Real Results from Yes, You are an Actual Team Using WHSuites Daily
70%
Faster Document Retrieval
Teams using WHSuites' document management report finding files 70% faster than with shared drives or email chains.
3x
Better Compliance Visibility
Every document has an owner, version, and an audit trail, so compliance teams are fully aware of who has access to each document.
50%
Reduction in Misfiled Documents
WHSuites' intelligent folder structure and tagging system has helped businesses cut document misfiling by up to 50%.
12,000+
Teams Trust WHSuites
From startups to enterprises, WHSuites is the preferred document management software across pharma, real estate, education & more.
Access & Manage Documents Anywhere, On Any Device
WHSuites cloud-based document management is responsive to mobile devices so documents are always with you — whether you’re in your office, at a customer’s location, or anywhere else you work.
Desktop
WHSuites offers robust document filtering, folder and bulk upload functionality, comprehensive version history dashboard capabilities, and detailed compliance reporting — all access from a single source.
Tablet
WHSuites provides an intuitive drag and drop user interface to facilitate the review and approval of documents; therefore, it is particularly advantageous for managers who use mobile devices for contract management during client meetings or project managers who need to verify compliance documents while on site with customers.
Mobile
You can quickly upload new documents using the camera or documents from your phone and instantly update the status of any document by tapping it. You will also receive notifications on your phone when a document is awaiting your review or approval.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Document Management
Everything you need to know about WHSuites document management software.
Document Management Software allows businesses to store, manage, and organize files digitally. The WHSuites Document Management is fully integrated with Customer Relationship Management (CRM) software and will automatically attach documents to leads, deals, and contacts, enabling you to quickly access all the documents related to specific customers and provide a higher level of customer service.
WHSuites merges CRM and Document Management into one system, while all the other Document Management Systems are independent of the other systems. This gives your personal production team the ability to manage all of their document management, approvals, permission, and customer relationship management without needing to use another organization's Document Management tool or other Document Management Software.
Yes. WHSuites provides role-based access control and enables you to determine who has the ability to view, edit, download, or delete documents. You may assign and revoke permissions to users, teams, or departments.
Yes. WHSuites saves previous versions of documents each time the document is modified. Therefore, at any time, you may recover any previous version of the document, and WHSuites will track all changes to a document according to the user who made the change and the time and date that the change was made.
Absolutely. WHSuites provides mobile apps for iOS and Android, allowing teams to upload files, manage approvals, and access documents securely from anywhere.
Yes. WHSuites supports department-wise document management with separate folders, permissions, and workflows for teams like sales, HR, compliance, and operations.
