Collecting documents, forms, photos, or files from your clients is simple when you request them directly through Thryv, no follow-up emails, no chasing down attachments and no manual tracking. From the Documents section in the left-hand navigation, you can send a document request to up to 20 clients at a time. Before sending, you can customize the email your clients receive, including the staff member the request appears to be from, the email subject line, the message body and the label on the button your client clicks to respond. Once your client receives the request, they click the button in the email and are taken directly to an upload form where they can submit the document, photo, or file you need. 

The following video covers how to select clients, customize your document request email and send the request so your clients can respond quickly and easily.