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How do I read my primary client's information documents?

Updated over a week ago

This procedure describes how to read and confirm the account holder's information documents.

  • Access ‘Requirements’ from the left-hand side menu.

    Open Requirements Section

  • Select ‘Show agreement requirements only’ to view only the information documents.

    Filter Agreement Requirements

  • Click ‘Manage requirement’ to start reviewing the document.

    Access Requirement Management

  • Tick ‘I confirm that I have read and understood the document’ to validate that you have reviewed the content.

    Confirm Document Review

  • Click ‘Save’ to record the confirmation in Twind.

The platform will automatically record your confirmation of reading to maintain traceability of the process.

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.

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