Adding a contract via the Add menu
To add a contract to Spend Cloud, you can use the menu options "Postbox" or "Add." For contracts received via postal mail and scanned, you can upload them on the "Add" page.
Digitizing Paper Contracts
To digitize paper contracts in Spend Cloud, you need to scan them first. If a contract consists of multiple pages, make sure to merge these pages into one file before uploading to Spend Cloud. Each individual file will be treated as one contract by Spend Cloud.
Scanners often offer the option to send scans directly to an email address. You can set it up to send the scan directly to the Mailbox.
Adding Contracts
After scanning, follow the steps below to upload contracts to Spend Cloud:
- Click on "Choose File" and select the contracts you want to upload through the window that opens. Alternatively, you can open the folder on your computer where the contracts are stored, and drag the files into the white area of the uploader.
- A small window will open where you can specify the fiscal year and, if applicable, the administration. If you upload multiple documents simultaneously, the provided values will apply to all of them.
- Stay on this page until all files receive a green checkmark.
- The files are now in Spend Cloud and will become visible within a few minutes under the "Registration" menu section.
You can only upload PDF files. Other type of files are not accepted.
Once you have added the contract, you can proceed to register it.