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    Documents Overview

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    Manage your documents, share with clients and request documents to run your business from a single location with the Thryv's Documents feature. 

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    Document Dashboard

    To view your Documents Dashboard click on Documents from the left navigation of Thryv.

    Documents_Dash.png

     

    Document metrics:

    • Number of documents for internal use
    • Number of documents shared with Clients
    • Number of Incoming documents
    • Amount of Thryv Documents you have utilized and how much is left

    Dash-Metrics.png

     

    Latest documents:

    In your Documents dashboard, there is a preview of the most recent documents by client and type of interaction you have had with your client regarding the specific document (e.g., shared, incoming).

    Dash-docs.png

     

    My Documents

    On the right side of the dashboard, you will see your latest documents.  This area is meant to maintain documents you re-use most often. 

    The following functions are available:

    • Grab Link or Send
    • Edit
    • Remove - this removes from the 'my documents' pane, not from the system
    • View - opens a view of a document

    My_Docs.png 

    You can also Attach Document to your My Documents pane.

    New_Document.png

    For a video on how to Add a Document, see below:

     

    Document Details: 

    If you click on a document, it will display details about the document, size, latest status and the client card of the client that you are sharing the document with.  It will also allow you to download a version of the document to your local drive or preview and print.

    Document_Detail.png

    From there you can perform the following functions:

    • Delete - Deletes the document.
    • Download - Opens a preview of the document and allows download or print.

    Preview.png

    • View Conversation - allows you to enter and view the conversation with the client.View_Conversation.png

    For more information on features within conversations see our Inbox articles. 

    To see a walkthrough video on how to Request a Document, see below:

     

     

     

     

     

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