Complete Workflows

WhatsApp PDF Workflows

End-to-end workflows for professional WhatsApp documentation. From export to final PDF, follow our step-by-step guides for different use cases and industries.

9 Complete Workflows
All Skill Levels
Step-by-Step Guides

Legal Evidence Preparation Workflow

Intermediate

Educational overview of how attorneys commonly work with WhatsApp conversations as potential evidence. This describes typical processes - your attorney will guide you on specific requirements for your jurisdiction and case.

7 steps
View Workflow

Roles Involved:

AttorneyPlaintiff/DefendantLegal Assistant

HR Workplace Investigation Workflow

Advanced

Comprehensive workflow for HR professionals conducting workplace investigations involving WhatsApp communications, ensuring compliant documentation and proper evidence handling.

7 steps
View Workflow

Roles Involved:

HR ManagerHR InvestigatorComplainant

Customer Service Documentation Workflow

Intermediate

Workflow for customer service teams to systematically document WhatsApp customer interactions for quality assurance, training, compliance, and dispute resolution.

6 steps
View Workflow

Roles Involved:

Customer Service AgentsSupport Team LeadQuality Assurance Manager

Real Estate Transaction Documentation Workflow

Intermediate

Complete workflow for real estate professionals to properly document property negotiations, offers, client communications, and transaction details conducted via WhatsApp.

6 steps
View Workflow

Roles Involved:

Real Estate AgentBrokerBuyer

Freelancer Payment Dispute Resolution Workflow

Beginner

Essential workflow for freelancers and independent contractors to document project agreements, deliverables, revisions, and payment terms via WhatsApp to prevent and resolve payment disputes.

6 steps
View Workflow

Roles Involved:

Freelancer/Independent ContractorClientCollection Agency (if needed)

Divorce and Custody Case Documentation Workflow

Advanced

Critical workflow for documenting WhatsApp communications with ex-spouse or co-parent for divorce proceedings, custody disputes, child support, and family court matters.

6 steps
View Workflow

Roles Involved:

Parent/LitigantFamily Law AttorneyEx-Spouse/Co-Parent

Landlord-Tenant Dispute Documentation Workflow

Intermediate

Practical workflow for landlords and tenants to document rental property communications, maintenance requests, lease violations, and disputes via WhatsApp for potential legal proceedings or mediation.

6 steps
View Workflow

Roles Involved:

Landlord/Property ManagerTenantSmall Claims Court

Business Partnership Agreement Documentation

Intermediate

Workflow for documenting business partnership discussions, agreements, profit sharing, decision-making, and dispute resolution via WhatsApp to prevent and resolve partnership conflicts.

6 steps
View Workflow

Roles Involved:

Business PartnersBusiness AttorneyMediator

Project Milestone and Deliverable Tracking Workflow

Beginner

Workflow for project managers, consultants, and service providers to document project milestones, deliverables, client feedback, and approvals via WhatsApp for clear accountability.

6 steps
View Workflow

Roles Involved:

Project ManagerConsultantService Provider

Why Use Structured Workflows?

Consistency

Follow standardized processes to ensure consistent, professional results every time you convert WhatsApp chats to PDF.

Efficiency

Save time by following proven workflows that eliminate guesswork and prevent common mistakes.

Quality

Ensure high-quality documentation that meets professional and legal standards with our detailed workflows.

Best Practices

Learn industry best practices and compliance requirements specific to your use case.

Ready to Start Your Workflow?

Professional WhatsApp PDF conversion with guided workflows

Start Converting Now