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.
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.
Steps
- Open People → Documents, Documents tab.
- Click Expired or Expiring soon to keep only those papers; Collections in progress opens the collections.
- Filter by Status, Type, Folder or Employee, or type in Search a document. Clear filters brings back the full list.
- Hover over a row to preview, download, send for signature (PDF) or delete.
- Click a row to open the documents of the employee concerned.
Good to know
- "Expiring soon" means within 30 days (statuses).
- To request all expired papers again at once: the To do tab.
- The Add a document button is at the top right (add a document).
Go further
Request a document from your employees (collection)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 stepsIn 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 documentsIn Weplanify, the Documents section of the employee record gathers their papers by type: contract, ID document, certificates and signed copies.Document statuses and expiryIn 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 tabIn Weplanify, the To do tab lists papers to approve, signatures still pending, expired papers to request again and the collections in progress.Add a documentIn 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 WeplanifyIn Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.