Stop sending documents one by one
Bulk document upload lets you select a folder or several documents and let the platform automatically identify which requirements of your active contracts match each one. You just confirm the matches and you're done.
How to send documents in bulk from the Document library
Go to "Library" from the side menu.
Find the documents you want to send. If you have many, use the search bar or the "Subject type", "Subject name", "Document type" and "Document name" filters.
Mark the documents you want to send using the checkbox on each row.
Click "Send documents", in the top right corner of the screen.
Wait while Twind looks for matches. The "Send documents" screen will open and you'll see how many clients have requirements that match the selected documents.
How to review the matches before sending
In the "Clients" column you'll see the list of clients with matching requirements. By default, they're all selected. Deselect any client you don't want to include in this submission, or use "Select all" to select or deselect them all at once.
Click a client to see its details in the right panel. At the top you'll see a summary of the selected "Topics" and "Requirements".
Review each client's requirements. They're grouped by company or worker, and each requirement shows its current status, for example "Expired". You can deselect any requirement you don't want to send the document to.
When you've reviewed everything, click "Submit". If you'd rather not continue, click "Cancel".
ℹ️ Please note: from "See details" you can expand each requirement: document preview, current status (such as Rejected, Pending upload or Grace period) and the reason for a previous rejection, if applicable.
ℹ️ Please note: if you have many clients or requirements, use "Search by client" and "Search by subject" to find them faster. With "Close all" you can collapse all requirement groups at once.
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