Overview
When you upload a document to a contact record, Introzy's AI analyzes the file and automatically fills in key metadata fields. For agreement documents (NDAs, Partner Agreements, and Referral Agreements), it also detects whether the document is signed, whether it's current or expired, and extracts fee plan information where applicable. This saves manual data entry and gives you richer, more actionable document records.
Prerequisites
Access to a Company or Person record in Introzy
A supported file type: PDF, DOC, DOCX, JPG, PNG, GIF, or WEBP (max 50 MB per file)
Steps
1. Open a Company or People record
Navigate to Contacts → Companies or Contacts → People and open the record you want to attach a document to. Click the record to open the slide-out panel.
2. Scroll to the Documents section
Scroll down in the slide-out panel until you reach the Documents section. You can also use the Jump to → Documents shortcut in the icon bar at the top of the panel.
If any required documents are missing (e.g., an NDA or Partner Agreement), you'll see orange warning banners listing what's needed.
3. Upload a document
You have two options:
Drag and drop a file directly onto the upload area ("Drag and drop here to upload")
Click + Add Document in the top-right of the Documents section to open the Upload Document modal, then drag a file in or click to select one from your computer
Supported formats: PDF, DOC, DOCX, JPG, PNG, GIF, WEBP — up to 50 MB.
4. Wait for AI analysis to complete
Once the file uploads, Introzy's AI automatically reads the document and extracts metadata. A "AI Analysis Complete — Document available for viewing" toast notification appears when it's done (usually within a few seconds).
The document is then automatically grouped under the correct category in the Documents list — for example, NDA, Partner Agreement, or Referral Agreement — rather than sitting in Uncategorized.
5. Review the auto-filled metadata
Click the pencil (edit) icon next to any document to open the Document Details modal. Fields populated by AI are marked with a ✨ sparkle icon. You'll see:
Field | What AI extracts |
Title | The document's formal name (e.g., "Mutual Non-Disclosure Agreement (NDA)") |
Description | A summary of the parties, purpose, and key terms |
Category | e.g., Agreement |
Agreement Type | NDA, Partner Agreement, or Referral Agreement |
Start date | The agreement's effective date |
End date | The agreement's expiration date |
You can edit any field before saving — AI suggestions are a starting point, not locked values. Click Save Changes when done.
What the smart warnings mean
The Documents section shows orange warning banners when required documents are missing or have issues. These update automatically as you upload files:
Warning | What it means |
Missing required document: NDA | No NDA has been uploaded for this contact yet |
Missing required document: Partner or Referral Agreement | No partner or referral agreement is on file |
NDA has not been signed | An NDA exists but the AI detected it is unsigned |
(warning clears) | A valid, signed, current document of that type has been uploaded |
How documents are organized
After upload and AI analysis, documents are grouped by type under Company Documents (or Contact Documents):
NDA — mutual or one-way non-disclosure agreements
Partner Agreement — current or expired partner contracts
Referral Agreement — current or expired referral contracts
Marketing — marketing materials and collateral
Financial — financial documents and statements
Onboarding — onboarding materials and documentation
Proposal — proposals and pitch documents
Other — an official catch-all category for documents that don't fit a specific type
Uncategorized — documents where AI processing failed to complete; think of this as "Failed Processing." Open the Document Details modal and manually set the Category and Agreement Type to resolve.
Each category shows a document count. Click the arrow to expand a category and see individual files with their upload date, start date, and end date.
Common issues
The document stayed in "Uncategorized" after upload. Uncategorized means AI processing did not complete successfully (think of it as "Failed Processing") — it is not simply an unrecognized file type. Open the Document Details modal (pencil icon) and manually set the Category and Agreement Type, then save.
AI filled in the wrong dates. This can happen with complex or non-standard document formats. Click the pencil icon to open Document Details and correct the Start date or End date manually.
The "NDA has not been signed" warning still shows after uploading a signed NDA. The "not signed" detection requires both a Signer and a Signee to be present in the document. If either is missing, the warning will remain. Make sure you uploaded the fully executed version (signed by both parties). If the warning persists, open Document Details and verify the Agreement Type is set to NDA.
I uploaded a Partner Agreement but fee plan info wasn't extracted. Fee plan extraction works on Partner and Referral Agreements. Check that the Agreement Type is set correctly in Document Details. If the contract uses non-standard fee language, you may need to enter fee plan details manually in the Fee Plans section.