Q. How can I set up a requirement rule just to get client insights and see that on the dashboard graph?

Active target groups: send out automatic document requests and requirements are shown on the ‘all requirements’ page by default. 

• Inactive target groups: only show client insight and the graph on the Dashboard, but do not result in automatic document requests. The ‘all requirements’ page does not show requirements of ‘inactive’ target groups by default. You can still find them by filtering on ‘inactive’ requirements.   

To activate a target group, you can select ‘activate’ by clicking the three dots on the right side.

As you may have multiple target groups for the defined requirement cards, you can also activate one target group whilst leaving the other target groups inactive.  

Within the requirement card you can request documents but also attach your own templates if needed. Furthermore, the supplier has the possibility to upload documents that were not directly requested but they want you to have anyways.