We're excited to help you kickstart your savings journey. One crucial step is uploading your contract documents. This process is essential as it guarantees efficiency in contract management, enables data-driven decisions, and helps you optimize spending across suppliers. Here's why it's essential and how to do it:
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.
Why Upload Contracts?
- Foundation for Success: Uploading contracts lays the groundwork for effective contract management and savings optimization within Tropic.
- Data Integration: It enables seamless integration of your contract data into the platform, providing valuable insights and analysis opportunities.
- Visibility: Gain immediate visibility into your existing contracts, allowing you to understand your current obligations and spending patterns.
- Efficiency: Starting with contract uploads streamlines implementation, minimizing manual data entry and ensuring all relevant information is readily available.
- Renewal Reminders: Tropic can manage renewal reminders once contracts are uploaded, keeping you informed about upcoming opportunities for optimization.
How to Upload Contracts
- Access Contracts: Navigate to the "Contracts" tab on the left-hand side of the screen within Tropic.
- Upload Documents: Go to the "Documents" tab and follow the instructions to upload your contract documents. Check out our video guide [here] for a step-by-step walkthrough.
- Fill in Key Details: Provide essential contract details like the contract owner, department, total value, and term to complete the contract records.
- Bulk Editing: Use the bulk edit feature to update information for multiple contracts simultaneously, saving time and effort.
- Review and Edit: Contracts will appear in your Contracts area, where you can review, edit, and manage details as needed.
Uploading Contracts to Tropic
Additional Resources
You can access this guide How to Build Your Renewal Calendar One Pager to help you build your renewal calendar.
The document Add Contracts will provide you with detailed instructions to assist you in the contract uploading process.