Manage your documents, share with clients and request documents to run your business from a single location with the Thryv's Documents feature.
Thryv Documents can accept most common file types such as text documents, spreadsheets, pdfs, images, gifs & zip files.
File types that Thryv cannot accept are video files, executable files, HTMLfiles as well as video, audio, mp4, ogg, .html, .xhtml, .htmlx, .dhtml, .jhtml, .phtml, .rhtml, .zhtml, .mhtml, .js, .css, .sass, .scss
However, if you can compress your files into a zip file folder, you can upload the zip file to your Documents section.
Content in this article:
- Document Dashboard
- Document metrics
- Latest Documents
- My Documents
- Document Details
- Sending Multiple Documents
To view your Documents Dashboard click on Documents from the left navigation of Thryv.
- 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
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).
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
- Remove - this removes from the 'my documents' pane, not from the system
- View - opens a view of a document
You can also Attach Document to your My Documents pane.
For a video on how to Add a Document, see below:
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.
From there you can perform the following functions:
- Delete - Deletes the document.
- Download - Opens a preview of the document and allows download or print.
- View Conversation - allows you to enter and view the conversation with the client.
For more information on features within conversations see our Inbox articles.
To see a walk through video on how to Request a Document, see below:
Sending multiple documents
You are able to send one or multiple documents to clients from the client card
Select Document from the New drop down box.
You can send an existing document to your client or upload a new document.
Click on the Select your files
Choose the document(s) you would like to send to your client by checking the box next to the document. Add a message to your client and click ADD.
Here are some of our High-Thryv Recommendations on Documents You Can Send:
- Pricing Guides
- Promotional Flyers
- Scanned Documents
- Community Flyers
- Zip Files (These can include images!)