---
title: "Documents"
slug: "documents"
description: "Streamline document management with e-signatures for employment agreements, NDAs, and compensation plans, all tracked via Adobe Sign's dashboard."
status: "update"
updated: 2026-07-14T04:13:35Z
published: 2026-07-14T04:14:12Z
canonical: "support.fullcast.com/documents"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

Create, personalize, and send documents to employees and payees for e-signature. Use it to manage employment agreements, compensation plans, NDAs, and other documents that require a signature as part of your workflow and can be tied to compensation.

## Main document screen

Documents are sent through **Adobe Sign**, which handles the e-signature process. As recipients interact with their documents, statuses update automatically so you can track progress from a single dashboard.

![Documents screen overview.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(580).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A52%3A14Z&se=2026-11-09T07%3A52%3A14Z&sr=c&sp=r&sig=3rmqyf6itn8X2Wd%2F08dnAkax0kImOWEbnK3t11FPRHo%3D)

1. **Document group status:** Indicates whether the document group is archived or active.
2. **Categories:** Add categories to document groups to filter by.
3. **Recipient status:** Group-level summary cards showing counts across all recipients in the document group. See [Document statuses](/docs/documents#document-statuses) for descriptions of each card.

## Process flow

1. **Organize with document groups:** [Create a document group](/plan-and-pay/docs/manage-document-groups) to organize related documents together—for example, all documents for a quarterly compensation cycle.
2. **Prepare your template:** Create a PDF or DOCX template with placeholder fields where recipient-specific data will be merged. [Download the **Placeholders PDF**](/plan-and-pay/docs/add-a-document#download-and-use-placeholders) from your document group to see the available fields and their syntax. Add the placeholders into your template.
3. **Add a document:** [Add a document](/plan-and-pay/docs/add-a-document#add-a-document-to-a-document-group) to the group by uploading your template, selecting merge entities, and optionally setting recipient criteria to filter who receives it.

> [!NOTE]
> Note
> 
> When you upload a new file to an existing document, it creates a new version. Only the latest version is active.
4. **Send for signature:** Select recipients and [send the document](/plan-and-pay/docs/manage-documents#send-a-document). Each recipient gets a personalized copy with their data merged into the placeholders, delivered through Adobe Sign.
5. **Track and manage:** [Monitor recipient statuses](/plan-and-pay/docs/manage-document-recipients#recipient-statuses) as they sign, decline, or let documents expire. Download signed copies for your records.

## Compensation eligibility

A recipient's document signing status can be used as a quantifier in compensation plan calculations. For example, you can configure a compensation component to require a **Signed** status before a payee becomes eligible, linking the document signing workflow directly to compensation eligibility.

## Document groups

A container that organizes related documents. For example, group all documents for a specific compensation cycle or team.

## Document placeholders

Fields in your template that are automatically replaced with recipient-specific data when the document is sent. Use the `{{!section.fieldName}}` syntax.

## Document statuses

The main Documents screen shows group-level status cards that summarize the signing state across all recipients in each document group.

| Status card | Description |
| --- | --- |
| **Fully Executed** | Count of recipients whose documents have been signed by all required parties. |
| **Approved** | Count of recipients whose documents have completed the approver workflow and are cleared to proceed to signing. |
| **Out for Signature** | Count of recipients whose documents have been sent and are currently awaiting a signature. |
| **Needs an Action** | Count of recipients whose documents require attention — for example, a declined, failed, or expired document, or a document waiting on approver action. |

> [!NOTE]
> Note
> 
> Per-recipient statuses (Unsent, Sent, Viewed, Signed, Declined, Failed) are visible when you open a document group and view the **Document Recipients** grid. For a full description of each status, see [Manage documents](/plan-and-pay/docs/manage-documents#track-document-status).

## Related

- [Add a document](/add-a-document.md)
- [Manage documents](/manage-documents.md)