# HR documents in Weplanify

> In Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.

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

In Weplanify, the Documents module gathers company and employee papers: contracts, ID documents, certificates, documents to sign. Open it from the **People → Documents** menu.

![The Documents module open on the To do tab](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdocuments%2Fmaj-2026-09-28%2Fdc-hub-fd789607.webp?alt=media&token=6999d8d9-4f49-4f6b-94da-a092faf039a0)

## The six tabs

- **To do**: what is waiting for an action ([papers to check, signatures in progress, expired papers](https://weplanify.io/docs/documents.a-traiter?lang=en)).
- **Staff files**: one row per employee to [spot incomplete files](https://weplanify.io/docs/documents.dossiers-du-personnel?lang=en).
- **Signatures**: [send a PDF for signature](https://weplanify.io/docs/documents.signature?lang=en) and [follow who signed](https://weplanify.io/docs/documents.signature.suivre?lang=en).
- **Documents**: [the list of all documents](https://weplanify.io/docs/documents.tableau-de-bord?lang=en), with its counters and filters.
- **Collections**: [request a paper](https://weplanify.io/docs/documents.collectes?lang=en) from several employees, then [approve it](https://weplanify.io/docs/documents.collectes.verifier?lang=en).
- **Folders**: [filing](https://weplanify.io/docs/documents.dossiers?lang=en) and [adding documents](https://weplanify.io/docs/documents.ajouter?lang=en).

## Good to know

- A person's documents are also in the Documents section of their [employee record](https://weplanify.io/docs/documents.fiche-employe?lang=en).
- Employees upload their papers, read their documents and sign from the [mobile app](https://weplanify.io/docs/application-mobile.documents?lang=en).
- What Valid, Expiring soon and Expired mean: [document statuses](https://weplanify.io/docs/documents.statuts?lang=en).

## Related guides

- [Handle pending documents: the To do tab](https://weplanify.io/docs/documents.a-traiter?lang=en) — In Weplanify, the To do tab lists papers to approve, signatures still pending, expired papers to request again and the collections in progress.
- [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.
- [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.
- [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.
- [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.
- [Add a document](https://weplanify.io/docs/documents.ajouter?lang=en) — 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.
- [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.
- [Request a document from your employees (collection)](https://weplanify.io/docs/documents.collectes?lang=en) — In Weplanify, a collection requests the same paper (ID card, bank details, medical certificate…) from a group of employees, with a deadline to meet.
- [Follow a collection and approve papers](https://weplanify.io/docs/documents.collectes.verifier?lang=en) — In Weplanify, check the papers uploaded for a collection, approve them or refuse them with a reason, and upload a paper on an employee's behalf.
- [Follow the signatures of a request and send reminders](https://weplanify.io/docs/documents.signature.suivre?lang=en) — In Weplanify, the detail of a request shows where each signer stands, copies their signing link, reminds late signers and opens the signed document.
- [Documents and payslips on mobile](https://weplanify.io/docs/application-mobile.documents?lang=en) — Upload the documents HR requests from the Weplanify app, follow their review and find your payslips.