The Import tool lets you upload contract PDFs and sales files in one place, and have Tone automatically detect what each file is and route it for processing.

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This feature is free for now. Functionality and pricing may change and your feedback shapes what comes next.

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🔍Who can access Import

Any company member with Manage Sales, Manage Costs, or Manage Library permission can access the Import page. (Previously this tool was staff-only — if you haven't seen it before, it's now available to your team.)

➕Uploading files

1. Navigate to Import in the left navigation.
2. Click Add files to queue and select one or more files — contract PDFs and sales files can be mixed together in the same upload.
3. Tone analyzes each file and classifies it as a Contract, Sales file, or Unknown, shown as a badge next to the file name.

Queued and Imported tabs

Files move between two tabs as they're processed:

• Queued: Files that have been uploaded but not yet fully routed. Each row has these actions:

  • Import with Toni — opens the file in Tone's AI assistant (see below). If Tone classified the file as a contract, you'll be asked to confirm with Import as Contract — see How to Import Contracts from PDF in Tone for the full walkthrough. If it's a sales file, confirm with Route to sales — see How to Upload Sales Files for what happens next.

  • Move file to Imported (the ✔️ check mark icon) — moves a file you're finished with off the queue.

  • You can also select multiple files with the checkboxes and choose Move to Imported (available for files that have finished processing) or Delete to act on them all at once.

    

• Imported: Files that have finished processing. Each row links to the contract or sales file it created, or shows Contract deleted if the resulting draft was removed.