# The document list and its counters

> In Weplanify, the Documents tab lists every filed paper, with the Expired and Expiring soon counters and filters by type, folder, employee and status.

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

In Weplanify, the **Documents** tab of the Documents module shows every company paper, filed in a folder or not, with four counters at the top.

![The document list filtered on ID documents](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdocuments%2Fmaj-2026-09-28%2Fdc-liste-711539d0.webp?alt=media&token=b9fe60dc-672f-4ada-b4f0-671f2a4f405c)

## Steps

1. Open **People → Documents**, **Documents** tab.
2. Click **Expired** or **Expiring soon** to keep only those papers; **Collections in progress** opens the [collections](https://weplanify.io/docs/documents.collectes?lang=en).
3. Filter by **Status**, **Type**, **Folder** or **Employee**, or type in **Search a document**. **Clear filters** brings back the full list.
4. Hover over a row to preview, download, [send for signature](https://weplanify.io/docs/documents.signature?lang=en) (PDF) or delete.
5. Click a row to open the [documents of the employee](https://weplanify.io/docs/documents.fiche-employe?lang=en) concerned.

## Good to know

- "Expiring soon" means within 30 days ([statuses](https://weplanify.io/docs/documents.statuts?lang=en)).
- To request all expired papers again at once: the [To do](https://weplanify.io/docs/documents.a-traiter?lang=en) tab.
- The **Add a document** button is at the top right ([add a document](https://weplanify.io/docs/documents.ajouter?lang=en)).

## Related guides

- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
