A document provider is a Tropic user responsible for uploading documents to a contract record. Document providers must have the owner or platform member user role.
You can assign one or more document providers when you:
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.
Tropic sends the assigned provider an email that requests they upload contract documents.