Storing documents directly on a client's record in Thryv Business Center™ keeps your client files organized and accessible in one place without sharing them with the client. Internal documents, such as notes, contracts, or reference files are visible only to your staff, so you can keep important information attached to the right client record without it appearing in the client portal.

What This Video Covers

This video walks you through how to upload a document to a client record in Thryv Business Center, including how to save the document to your documents library, assign the conversation to a staff member, and download, delete, or share the document after uploading. It does not cover sharing a document directly with a client through the client portal. To learn how to share a document with a client, see [Share Documents with Clients in Thryv Business Center].

How to Use This Video

Watch the full video below to follow along with the document upload walkthrough. To get started, navigate to the client card for the client you want to add a document to in your Thryv Business Center account.