View by type
Quickly check who has submitted a specific type of paperwork — and who is still outstanding or expired.
Getting Started
If you need to see the status of a particular paperwork type (e.g. First Aid Certificate, Working With Children Check, Employment Contract), Worknice provides a central place to review all submissions and outstanding items based on a specific paperwork type.
This makes it easy to monitor compliance, follow up on overdue submissions, and understand organisation-wide status at a glance.
Only Admin users can access paperwork types and view organisation-wide paperwork activity.
How to Review Paperwork by Type
1. Go to Paperwork Types
Navigate to Settings > Paperwork Types on the left-hand menu.
You’ll see a list of all paperwork types your organisation has set up (e.g. Driver Licence, Passport, Signed Contract).
2. Select the Paperwork Type
Click the paperwork type you want to review.
3. Open the “Paperwork” Tab
Inside the paperwork type, click the Paperwork tab.
This tab gives you a complete overview of:
Submitted paperwork
Outstanding paperwork
Expired or expiring paperwork
Responsible person
Status of each person’s paperwork
Important dates, such as assigned, submitted, and expiration.
This is the view that replaces what previously appeared at the bottom of the template page.
What You’ll See in the Summary
The paperwork summary allows you to:
✔ View all people in the organisation
See who has paperwork issued, and in what lifecycle stage (draft, assigned, submitted, processed).
✔ Identify who has NOT yet submitted
Anyone still outstanding will clearly appear with the status Assigned, Expired, or Missing depending on your configuration.
✔ Drill into individual paperwork
Click any item to open that person’s paperwork, review details, verify, process, or follow up.
✔ Monitor expiry
For certificate-style paperwork, you can immediately see expiring or expired items.
When to Use This View
Use the paperwork type summary whenever you need to:
Check compliance for a specific type of paperwork
Assign paperwork to employees who need to supply it
Review progress on a rollout (e.g., a new policy acknowledgement)
Audit a single document type across the organisation
See who has supplied valid paperwork and who has not
You’re All Done!
You can now quickly review submissions and outstanding paperwork for any paperwork type.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.