Collecting documents, forms, and photos from clients through Thryv Business Center™ keeps all of your client files organized in one place without relying on email attachments or third-party file sharing tools. When you send a document request, your client receives a direct email with a secure upload link so getting the files you need is simple for both you and your client.

What This Video Covers

This video walks you through how to request a document, file, or photo from a client in Thryv Business Center, including how to customize the request message and what your client sees when they receive the request email and complete the upload. It does not cover sharing a document with a client or re-requesting an unavailable document. For those workflows, see Share Documents with Clients in Thryv Business Center and Request Client to Re-Upload Document.

How to Use This Video

Watch the full video below to follow along with the document request walkthrough. Once you click Send, your client will receive an email prompting them to upload the requested document or photo. Clicking the button in the email takes the client to a secure upload form where they can submit the file directly to your Thryv Business Center account.