Single document upload – How to reuse documents you've already submitted with the Core Plan?

In the side menu, click on Requirements. You will see the Pending upload tab with all the requirements you need to complete.

When you find the one you want to manage, click Manage requirement in the Actions column.

When you open the Manage requirement page, you will see two options in the File section: Select existing document and Upload new document. If Twind found a previous document of yours that can be used for this requirement, the Select existing document option will be active. Click on it.

💡 It may take a few seconds while the system searches for matches. If none are found, you will see the text "No existing documents found", the option will be disabled and you will need to upload a new document.

Choose the document you want to reuse. A panel will open with the message "We found X clients you have sent the same requirement to". You will see a list of previous requirements with their status (Approved, Pending review, etc.) and their dates.

Select the one that best fits and click Select. 💡 If the requirement has multiple attached files, all of them will be attached automatically.

Review that everything is correct and save. You will return to the Manage requirement page. You will see the file already attached and the Date of issue and Expiration date fields automatically filled in with the data from the original requirement. When everything is ready, click Save.