Overview
Managing contract-related documents effectively in Tropic ensures your records are accurate, compliant, and easy to search. Assigning the correct document type when uploading files plays a crucial role in maintaining well-organized contract records. This guide provides an overview of the supported document types in Tropic, along with their descriptions and use cases.
| Document Types | Description |
| Addendum |
A supplemental document added to an existing contract that modifies or clarifies specific terms. |
| Amendment | A formal change or addition to an existing contract, updating terms agreed upon by both parties. |
| Business Associate Agreement (BAA) | A legally binding document required under HIPAA, outlining responsibilities for safeguarding protected health information. |
| Consulting Agreement | Defines the terms for consultancy services, covering scope, deliverables, payment, confidentiality, and termination terms. |
| Data Processing Agreement (DPA) | Details how personal data will be processed, stored, and managed, typically used to comply with data protection regulations. |
| Email Correspondence | Important communications related to contracts that may include approvals, clarifications, or decisions in written form. |
| ISO 27001 Certificate | A certification demonstrating compliance with the international standard for information security management. |
| Invoice | A financial document requesting payment for goods or services provided under the terms of a contract. |
| Ironclad Initiation Form File | An internal document used to initiate contract processing within the Ironclad contract management system. |
| Ironclad Signature Packet | A collection of documents signed via Ironclad, ensuring a digital record of executed contracts. |
| Last Legal Reviewed Contract (within 2 years) | The most recent version of a contract reviewed by legal counsel, used as a reference for compliance and updates. |
| Master Services Agreement (MSA) | Establishes the overall terms for future agreements or transactions, often used in long-term vendor relationships. |
| Non-Disclosure Agreement (NDA) | A confidentiality agreement ensuring that parties do not disclose shared sensitive information. |
| Online Pricing Page | A webpage listing current pricing, often referenced to lock in specific rates or pricing tiers at the time of contract signing. |
| Order Form | A document used to order specific goods or services under a larger contract agreement, typically detailing quantities, prices, and delivery terms. |
| Other | Used for any documents that do not fall into predefined categories but are relevant to the contract. |
| Partnership Agreement | Outlines the terms and conditions between partners engaged in a joint venture or business collaboration. |
| Penetration Test | An assessment report detailing the results of security testing aimed at identifying vulnerabilities in systems or networks. |
| Price Benchmark | A document comparing pricing terms with industry standards to ensure competitive contract terms. |
| Privacy Policy | A document that explains how an organization handles user data, often required to ensure transparency and compliance with privacy laws. |
| Proposal | A formal document outlining the terms, scope, and cost for prospective work, submitted for approval before finalizing a contract. |
| Purchase Order (PO) | An official order for goods or services, used to track and authorize purchases within the terms of a contract. |
| Receipt | A document confirming payment has been made for goods or services, providing proof of transaction. |
| Security Assessment | A report covering the controls relevant to security, availability, processing integrity, confidentiality, or privacy of customer data. |
| SOC 2 Report | A document that evaluates security measures, often required as part of vendor risk management. |
| Statement of Work (SOW) | Details the scope, timeline, and deliverables of a specific project or service within a contract framework. |
| Terms and Conditions | Standard clauses that define the rights and responsibilities of each party in a contract. |
| Usage Report | A report detailing how services or products are utilized, often used to assess compliance with contract terms. |
| W-9 Form | A form used to request the Taxpayer Identification Number (TIN) of a vendor, often for tax reporting purposes. |
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