What is Single Document Upload?
Single Document Upload is a feature included in the Professional Plan and the AI Plan that allows you to upload a document once and automatically send it to all clients and contracts that require it, in a single step.
It's especially useful if you manage Coordination of Business Activities (CAE) with several contractor companies or clients, and need to submit the same documentation for your workers across different requirements. The system automatically detects which other requirements are asking for the same document and lets you send it to all of them at once, so you don't have to repeat the upload and validation process for each one.
How do I activate Single Document Upload?
Single Document Upload is included in the Professional Plan and the AI Plan. To use it, you first need to have one of these plans active on your account.
If you don't have the Professional Plan or the AI Plan yet, you can activate it in these ways:
Directly on the platform: app.twind.io/billing/plans
By contacting the sales team with no commitment: twind.io/es/contacto-contratistas
From the banners and buttons that appear on the "Requirements" page within the platform.
ℹ️ Please note: once you have the Professional Plan or the AI Plan active, Single Document Upload will be available automatically. No additional setup is needed.
How does Single Document Upload work step by step?
Activate Single Document Upload by activating the Professional Plan as described in the previous step. You'll know it's active because you'll see it in the left sidebar menu or on the Plans page: https://app.twind.io/billing/plans.
On the "Requirements" page, upload the document as you normally would: go to the requirement you want to upload the document to, select the document you want to send, upload it from your computer and click "Save".
The system automatically detects other requirements requesting the same type of document.
A list of matching requirements from other clients and contracts will be shown. You can select them all at once or one by one using the checkboxes on the left side.
Confirm the action. The document will be submitted to all selected requirements in a single step.
Which documents does Single Document Upload be used with?
Single Document Upload applies to standard platform documents. Below you'll find the full list of compatible documents:
Worker medical fitness certificate
Worker medical fitness certificate (Portugal)
Self-employed receipt
Specific training for work at heights
Certificate that the worker has received the necessary and sufficient training
Document certifying that the worker has been informed of the risks of their job (Art. 18)
IMSS quota card
National Identity Document (DNI)
Document certifying delivery of PPE to the worker
Vehicle technical data sheet
Employee photograph
Specific training for confined spaces
Certificate of being up to date with the Tax Agency (non-nominal)
Certificate of being up to date with the Tax Agency (nominal 01C) – client
Certificate of being up to date with the Tax Agency (nominal 01C) – contractor
Declaration of no tax debt (Portugal)
IDC report
ITA – report of registered workers
INFONAVIT compliance opinion
SAT compliance opinion
IMSS opinion
Forklift operator certificate
Aerial platform operator certificate
INFONAVIT quota card
Vehicle circulation permit
Preventive modality adopted
Company registration in REA
Valid vehicle insurance receipt
Certificate of being up to date with Social Security
Portugal Social Security certificate
Certificate of worker social security contributions (Colombia)
Social Security registration (TA2)
Contribution settlement receipt (TC1) + payment proof
RNT – Nominal list of workers
Civil liability insurance policy
SISUB – Subcontracting Information System
Payroll receipt (XML)
Tax certificate
REPSE registration folio
ICSOE report
Which documents can't Single Document Upload be used with?
Single Document Upload doesn't work with custom documents. If your client has configured their own custom documents, you won't be able to use this feature with them, since the system can't recognize them as equivalent across different clients or contracts.
Why can't I submit a document with Single Document Upload if it has already expired?
You won't be able to submit a document with Single Document Upload if its expiry date isn't compatible with the destination requirement. This happens in two cases:
The document has already expired.
The expiry date is earlier than the start date of the destination requirement.
Why can't I use Single Document Upload if the requirement has already been approved?
If one of the matching requirements has already been approved or is currently under review, you won't be able to send it the document using Single Document Upload. In that case, you'll need to manage that requirement individually.
Does Express Review apply to all matching requirements?
No. If you activate Express Review when uploading the document, the credit applies only to the original requirement you're uploading the document to. The matching requirements the document is sent to won't benefit from Express Review — they'll follow the standard review process.
Does Single Document Upload respect my team's permissions?
Yes. If you're part of a team with restricted permissions, Single Document Upload will respect those permissions. You'll only be able to send documents to the clients or worksites you're authorized to access. Requirements outside your access will appear excluded from the list.
Need help?
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