Saving frequently used files to the My Documents section of Thryv Business Center™ means you always have your most important documents ready to share with clients without searching your device every time. Contracts, intake forms, price lists, and other files you send regularly can be stored in one central location and shared directly from your Thryv Business Center account in just a few clicks.
What This Video Covers
This video walks you through how to save, organize, and manage documents in the My Documents section of Thryv Business Center, including how to edit a document's name and description, download a document to your device, and remove a document entirely using the three-dot menu. It does not cover sharing a document directly with a client through the client portal. To learn how to share a saved 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 My Documents walkthrough. To get started, navigate to the My Documents section of your Thryv Business Center account. To edit a document's name or description, or to download or remove a document, click the three-dot menu (⋮) next to the document.
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