---
title: How to Set Up a Requirement Rule
description: Create requirement rules to define which documents to collect from organisations and automate requests using requirement cards and target groups.
---
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# How to Set Up a Requirement Rule
Requirement rules allow you to define which documents you want to collect from specific groups of organisations and whether requests should be sent automatically.
---
#### Key Terms
**Requirement rule**
A requirement rule contains one or more requirement cards and is linked to one or more target groups.
**Requirement card**
A requirement card defines which document(s) are requested.
- **Must-have** – mandatory documents
- **Nice-to-have** – optional documents
A rule can contain multiple cards.
---
#### Step-by-Step: Creating a Requirement Rule
### Step 1
Go to **Requirement rules** in the top navigation bar.
---
### Step 2
Create and configure your rule:
- Enter a name for the rule
- (Optional) Add a description for internal use
*(The description is not visible to suppliers.)*
---
### Step 3
Add requirement cards to define which documents you want to request:
- Name each card
- Select the document type(s)
Important:
- One card equals one requirement
- If you need multiple different documents, create multiple cards
You can also attach a template from **Own documents** if suppliers need to complete a specific form.
---
### Step 4 – Define the Target Group
The target group determines which organisations the rule applies to.
You can define target groups based on:
- Tags
- Countries
- Organisation types
- Products
- Other filters
---
### Step 5 – Activate the Rule
Activate the target group to start generating requirements.
Once active:
- Automatic document requests are sent
- Requirements appear on the **All requirements** page
---
#### Target Group Statuses
Each target group has a status:
**Active (Green icon)**
Automatic document requests are sent and requirements are visible.
**Inactive (Yellow icon)**
No automatic requests are sent. Used for internal insight or monitoring.
**Not Configured (Red icon)**
The target group has not yet been created.
If a rule contains multiple target groups, you can activate some while keeping others inactive.
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