Primary client information documents: what they are and how to confirm your reading
In Twind, your primary client can share information documents that you need to read and confirm. These documents usually include access regulations, safety protocols, operational instructions or other relevant information for working at their facilities.
Confirming the reading of these documents is a requirement within the platform. Below we explain how to do it step by step.
How to read and confirm information documents
Access ‘Requirements’ from the left-hand side menu.
Select ‘Show agreement requirements only’ to view only the information documents your client has shared with you.
Click ‘Manage requirement’ on the document you want to review.
Read the document content and tick the checkbox "I confirm that I have read and understood the document".
Click "Save" to record your confirmation in Twind.
What happens after confirming
Twind automatically records your reading confirmation with date and time to maintain process traceability. Your client will be able to see that you have read the document.
If you have several pending information documents, repeat the process for each of them.
ℹ️ Keep in mind: if you don't see any documents after applying the "Show agreement requirements only" filter, it's possible that your primary client hasn't shared any information documents with you yet, or that you've already confirmed all of them.
Need help?
If you have any questions, we're here to help:
🟩 WhatsApp: 664 281 487
✉️ Email: help@twind.io
❓ Twind Chat: click the question mark icon in the bottom‑right corner of your screen. A window will open and you’ll be able to chat with us.