Your agreement is the real source of truth for a partnership — the rate, the payout schedule, the renewal date. Uploading it is how Partner Partner learns those terms directly from the document, instead of you re-typing them somewhere else.
This article covers uploading and reviewing an agreement. What happens once you approve it — and how it turns into Receipts — is covered separately.
1. Where to Upload
Agreement upload lives on your agency's Agreements page, alongside your list of existing agreements. There's an upload panel at the top — drag a file in, or click to pick one — and an Ingest agreement button to send it in.
Nothing happens instantly: processing happens after upload. Partner Partner reads the file and creates a draft agreement for you to review — it does not go live on its own.
2. What File Types We Accept
Today, upload a PDF of the signed agreement. That's the supported path end to end.
3. What Partner Partner Reads Out of the Agreement
From the document, Partner Partner pulls out the terms that matter for tracking the partnership:
Term | What it captures |
Rate | The commission or payout rate the agreement sets |
Payout cadence | How often you're paid — monthly, quarterly, annual — and the terms around it |
Renewal date | When the current term ends, and whether it auto-renews |
If the agreement doesn't state something — say, it's silent on renewal terms — Partner Partner leaves that blank rather than guessing at a value. An honest "not stated" is more useful than a made-up number.
4. Reviewing What We Found
A newly uploaded agreement lands as Draft in your agreements list, alongside your Active, Expired, and Terminated ones. Open it to see the terms Partner Partner extracted — partner, rate, effective date, term end — before anything is acted on.
This review step exists so a misread clause or an odd extraction never quietly becomes "official." You're checking Partner Partner's read of the document, not the document itself.
5. Approving Is What Actually Turns It On
⚠️ Uploading and extracting a draft does not, by itself, activate anything. The agreement only starts driving your Partner Health picture once you approve it and it flips from Draft to Active.
For what approving does — and what it kicks off on the partner's side — see Approving an Agreement.
6. What This Doesn't Cover Yet
⏳ Today, only the agreement itself can be uploaded this way. If a partner's program has a separate Program Guide (tier requirements, benefits, policies laid out on their own), there's no upload for that yet — that content still needs to be entered another way. If you're missing tier or benefit detail that you'd expect from a program guide, that's a known gap, not something to troubleshoot.
Related: Approving an Agreement · Agreement-Based Receipts · How Partner Tier Health & Accountability Works