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News at Twind: the AI Plan is here and the Core Plan is now called Professional Plan

The most advanced plan on the platform is here to automate the most repetitive tasks in CAE document management. And with this launch, the Core Plan is now called the Professional Plan.

The Core Plan is now called Professional Plan

The Core Plan isn't going away — it's evolving. It's now called the Professional Plan and better reflects everything it already offers you. You don't need to do anything: your account, your documents, and your settings stay exactly the same.

With the Professional Plan you can:

  • Upload a document once and automatically send it to all the clients and contracts that require it, in a single step.

  • Manage subcontractors and their documentation within the platform.

  • Check the access status of each resource and see the exact end-of-access date.

  • Access entry and exit records for workers and resources.

  • Export key account data to Excel at any time.

  • Upload up to 20 documents at once from your computer, save them in Twind, and submit them to multiple client requirements in one step from the Document Library.

The AI Plan takes document management to the next level

The AI Plan includes everything in the Professional Plan and adds two features that automate the most repetitive tasks: AI completes document metadata on upload and you can send one, several, or all your documents to every client requesting them in a single click.

AI completes your document data for you

The document upload process in the AI Plan works just like the Professional Plan, but with an automation layer once the upload is complete.

Once the document is uploaded to your Document Library, the AI reads its content and automatically suggests the metadata: document type, expiry date, and the associated resource or company.
All you need to do is review the suggestion and confirm or edit the fields as needed.

ℹ️ Please note: in the Professional plan, metadata is completed manually. This feature is exclusive to the AI plan.

Send your documents to all your clients in a single click

From the Document Library, select one, several, or all your documents. The AI Plan takes care of the rest.

The system identifies which documents match the pending requirements in your active contracts and shows you all the matches found: the status of each document and the clients it will be sent to. Before confirming, you can review each one and make any changes you need. When you're ready, confirm the send in a single click.

ℹ️ Please note: this will be available in the Document Library and requires having active contracts with pending requirements.

Need help?

If you have any questions, we're here for you:

  • 🟩 WhatsApp: +34 664 281 487

  • ❓ Chat in Twind: click the question mark icon in the bottom right corner of your screen. A window will open and you can chat with us.

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