Overview
This guide shows how supplier contacts can access the Supplier Portal to complete tasks such as uploading documents or filling out questionnaires. Buyers assign these tasks as part of Tropic’s purchase workflows to help streamline vendor communication and speed up approvals
⚠️ Important: When uploading documents, avoid including payment information. Documents uploaded in the portal are accessible to all users in your organization. If you need to share sensitive details, we recommend uploading them to a secure service (e.g., Google Drive, Dropbox, OneDrive) and pasting the URL in a comment instead.
Steps
1. Access the Supplier Portal
When a supplier contact is assigned a document upload task, Tropic sends them an email notification. This method of passwordless login is sometimes called magic link or magic code.
After you receive one of these notifications, you can log in to the Supplier Portal using only your work email address.
- Click the View Task link in the email or go to https://app.tropicapp.io/supplier_portal.
- Enter your work email address and click Sign in with Email. This email must match the email add address in your notification.
- Check your email for a message from Tropic and copy the verification code.
- Enter the verification code and click Sign In.
The Supplier Portal is displayed. A supplier contact can only access their assigned tasks and documents they’ve uploaded.
2. Upload a document
Some assigned tasks require you to upload documents.
- In the Supplier Portal, click the task under Your Tasks.
- Review the instructions and upload any requested documents.
- If wanted, leave a comment and click Comment.
- Click Upload Documents.
The document now appears under Your Documents in the Supplier Portal.
3. Provide a link or comment instead of a document
In some cases, you may not be able to upload a document. For example, you may not have the requested document or may want to provide a link instead. In these cases, you can complete the document upload task by leaving a comment instead.
- In the Supplier Portal, click the related task under Your Tasks.
- Click Don't have any documents?
- Leave a comment and click Comment. If providing a link, ensure you include the link in your comment.
- Click Confirm.
4. Complete a questionnaire
Some assigned tasks require you to complete a questionnaire.
- Click on the task to complete the questionnaire
- Below is an example of what a questionnaire looks like
- Submit your questionnaire
- You can see that your task is now Completed
Note: Once a questionnaire is submitted it will be added in the Documents tab in the associated Request
For more information about questionnaire please refer to Complete a questionnaire
Additional Resources
Please visit our Help Center for more help and documentation.