Save hours uploading your documents with the Core Plan Document library
When you work with different clients or contracts in CAE and OHS processes, it's common to have to upload the same documentation over and over again: insurance, training, worker documentation, or any other document required for document validation.
With the Core Plan Document library, you can drag your documents from your computer all at once, save your documentation in Twind just once, and have it always available, ready for every requirement your clients request.
Stop uploading the same document many times
Try the Core Plan and start saving hours from day one. The next time a client requests a document, upload it in seconds.
ℹ️ Please note: the Document library will be available from June in the Twind Core Plan.
How does it work?
1. Upload up to 20 files at a time from the Document library page. Drag and drop your files or click to browse. You can group them into a single document or keep each file as its own.
2. Add details to each document. Select the document type and the date of issue. Save them, and they'll be ready whenever your clients need them.
3. Select your document. Click "Submit document" on your Document library page, or the system will detect it automatically on the "Manage requirements" page.
4. Upload this document to all clients who require it. Check the list of matching requirements and send it to multiple clients at once. You'll see a confirmation message with the number of clients who will review your document.
Need more help?
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