Use the Document Library in Twind

The Document Library allows you to save documentation in one place and reuse it later whenever you need to submit it for different requirements.

If you work with multiple clients or contracts, you no longer need to repeat the same process every time you need to send documentation. Save a document once and reuse it whenever you need it.

ℹ️ Please note: the Document Library is available exclusively for Core Plan users.

Add documents to your library

To save documents for the first time:

Go to "Library".
Click "Upload files".

At this step you can:
- Upload up to 20 documents at once
- Keep files separate
- Group multiple files into a single document
Click "Next" when you're done.
Fill in the required information for each document.

Available fields:
- Document name*
- Subject type*
- Subject name*
- Document type
- Issue date*
- Expiry date
In the actions column you can view or delete any file.
(*) Required fields
Click "Save". Once saved, the document will be available in your library.

⚠️ Important: review your documents before saving to make sure the information is correct.

Send your requirements from the Document Library

Clients who have requested the same requirement will be displayed. In one simple step, you can now send this document to all matching requirements at once.

In the "Actions" column, click "Select".
Select the "Submit document" option.
The system will automatically search for compatible requirements and display the matching clients together with the status of each requirement.
Select the requirements you want to send the document to.
Click "Submit" to complete the process.
Once submitted, a confirmation message will appear in the top-right corner.

⚠️ Important: some requirements may not appear here if they were not created using the standard format.

Group multiple files into a single document

If multiple files belong to the same subject type or document, you can group them before saving.

Select the files you want to group. If you forgot to add a file to the group, you can add it later by clicking the "+" button.
Click "Group selected files".
Click "Next".
Fill in the document details.
Click "Save".

Reuse an existing document in a requirement

When you need to submit documentation:

Go to "Requirements".
Click "Pending upload".
Click "Manage".
Select "Select existing document".
Click "Select this document".
Click "Save".

ℹ️ Please note: Twind will automatically identify documents from the Library and related files that are compatible, helping you reuse them without uploading again.