How to Add Documents to a Contract in Tropic – Tropic help center

Overview

In Tropic, adding documents to your contract records is a critical step in the implementation process. Start by uploading your documents in bulk during the initial setup to create a single source of truth for all your contracts.

💡 Want a quick walkthrough? See it in action with our interactive demo below: 🎥

Note: For an enhanced viewing experience, click the expand icon in the top-right corner of the demo to enlarge the screen.

Click Start Demo or Play (top right corner) to begin the demo.

Step-By-Step Demo

Tip: You can navigate back and forth between steps by positioning your mouse at the bottom of the demo screen. A progress bar will appear, allowing you to jump to different steps as needed.

Steps to Bulk Upload Documents

Important: When uploading documents, avoid including payment information as it will be accessible by all users in your organization. If you need to include payment details in a document, we recommend uploading the document to a service like Google Drive, Dropbox, or OneDrive and providing the document URL here to limit access to the data

In Tropic, click Contracts → Documents tab

Click Add
Drag and drop all of your contract documents into the modal that appears. To select multiple files at once, hold down the Ctrl key (Windows) or the Command key (Mac) while clicking on the files. This is the fastest way to get all your documents into the platform.

Note: After the documents are uploaded, Tropic's extraction team will process them. They’ll identify and associate documents such as order forms, invoices, proposals, or billing statements with your suppliers. The team will then extract key data, including end dates and total contract values, to set the foundation for your contract records and renewal calendar.

FYI: This bulk upload process is crucial during implementation, as it ensures that all relevant contract data is captured, allowing Tropic to manage renewals and drive savings effectively.

Steps to Upload Documents to a Specific Contract

In Tropic

Navigate to Contracts
Click on the contract you want to update.
Scroll down and click the Documents tab.
Click Upload and select the files you’d like to include. You can upload a single document or multiple documents.
Click Submit. Your files will be uploaded.
Click the ellipsis […] next to your document and select Edit to choose the appropriate Document type and update the Display name if needed. Selecting the correct document type is crucial for proper categorization and ensures that documents are easily searchable by type later on.

In the Purchasing Portal

Contract owners can add documents to a contract in the Purchasing Portal.

Selecting the correct document type is crucial for proper categorization and ensures that documents are easily searchable by type later on.

Additional Resources

For more information about documents and contracts, please visit our Help Center