# Add a document

> In Weplanify, add a file with its name, its type, the employee concerned, its expiry date and whether the employee may download it from the app.

- Product: Weplanify (https://weplanify.io)
- Section: Documents
- Web page: https://weplanify.io/docs/documents.ajouter?lang=en
- Other language: https://weplanify.io/docs/documents.ajouter.md
- Last updated: 2026-09-29

In Weplanify, the **Add a document** button is at the top right of the Documents tab, in each folder and in the Documents section of the employee record.

![The Add a document window](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdocuments%2Fmaj-2026-09-28%2Fdc-ajouter-4bf5bc69.webp?alt=media&token=9576a6a3-649d-4fa9-bb09-9a017366211e)

## Steps

1. Click **Add a document**.
2. Drag the file into the frame or click to choose it (PDF, Word, Excel, JPG, PNG or ZIP).
3. Give a **Document name**: it is what shows in lists and on the record.
4. Choose the **Employee** if the document belongs to someone, then the **Document type** (contract, ID document, diploma, certificate…).
5. Enter the **Expiry date** if it has one ([statuses](https://weplanify.io/docs/documents.statuts?lang=en)).
6. Leave **The employee can download it** on so they find it in the app, then click **Add**.

## Good to know

- Added from a folder, the document is filed there; from the record, it is linked to the employee ([an employee's documents](https://weplanify.io/docs/documents.fiche-employe?lang=en)).
- A contract or an ID document linked to an employee completes their [staff file](https://weplanify.io/docs/documents.dossiers-du-personnel?lang=en).
- To get a PDF signed: [send for signature](https://weplanify.io/docs/documents.signature?lang=en).

## Related guides

- [Document statuses and expiry](https://weplanify.io/docs/documents.statuts?lang=en) — In Weplanify, understand the Valid, Expiring soon and Expired statuses of a document, and those of a paper requested by collection: To upload, To check.
- [An employee's documents](https://weplanify.io/docs/documents.fiche-employe?lang=en) — In Weplanify, the Documents section of the employee record gathers their papers by type: contract, ID document, certificates and signed copies.
- [Spot incomplete staff files](https://weplanify.io/docs/documents.dossiers-du-personnel?lang=en) — In Weplanify, Staff files show for each employee where their contract, ID document, collections and documents to sign stand, in a single row.
- [Send a document for signature in four steps](https://weplanify.io/docs/documents.signature?lang=en) — In Weplanify, sending a PDF for signature takes four steps: the document, the signers, where each one signs, then a final check before you send it.
- [HR documents in Weplanify](https://weplanify.io/docs/documents?lang=en) — In Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.
- [The document list and its counters](https://weplanify.io/docs/documents.tableau-de-bord?lang=en) — In Weplanify, the Documents tab lists every filed paper, with the Expired and Expiring soon counters and filters by type, folder, employee and status.
- [Organise documents in folders](https://weplanify.io/docs/documents.dossiers?lang=en) — In Weplanify, create folders (Contracts, ID documents, Medical check-ups…) to file company documents and those of your employees in one clear place.