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"Single document upload" is here — part of the Core Plan. Submit requirements for multiple clients in a single step

Discover how the Single Document Upload of the Core Plan lets you send the same document to multiple clients or contracts in Twind in one step, saving time on your document management.

Updated over a week ago

What Single Document Upload is for

If you manage documentation for multiple clients at the same time in Twind, it's common for different main clients to request the same document (for example, a liability insurance certificate or a compliance certificate). With the Single Document Upload of the Core Plan, you upload that document only once and Twind automatically applies it to every requirement requesting it. One upload, multiple requirements resolved.

When it's useful for you

This feature is especially useful if:

  • You manage Coordination of Business Activities (CAE) with more than one main client in Twind.

  • Your clients ask you for the same common documents (insurance policies, company certificates, health & safety documentation, etc.).

  • You want to reduce the time you spend uploading the same documentation multiple times.

How to activate it

Single Document Upload is included in the Core Plan. You can activate it from any of these options:

How to use it step by step

Need help?

If you have any questions, we're here to help:

  • 🟩 WhatsApp: +34 664 281 487

  • ✉️ 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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