Before requesting documentation from your subcontractors, you need to have the requirement properly configured. This includes defining what type of evidence is requested, how often, and under what criteria. Here we explain each step.

In the left-hand side menu, go to "Settings" and click "Requirements".

You will see all existing requirements. Review them before creating a new one to avoid duplicates and keep your documentation organised.

Click "Add requirement" and enter the name of the requirement (for example, an insurance policy, a training certificate, an information document).

Indicate whether the requirement is requested:

Indicate whether the requirement:

Check how long documents will be retained once they have been replaced or expired.

If needed, add acceptance criteria. These will serve as internal reference when validating or rejecting documents for this requirement.

Request rules allow Twind to ask for the requirement automatically only from the right parties, without you having to do it manually.

See the full guide at: Complete guide to configuring requirement request rules

Once the rule is defined, click "Add" to save.

From that moment on, Twind will automatically request the requirement from the companies, contracts, or resources that meet the conditions you have just defined.

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