Keeping internal notes and documents organized on a client's record helps your team stay informed without exposing sensitive files to the client. Internal documents are attached directly to a client card and are visible to your staff only, clients cannot access or view internal documents. This article covers how to add an internal document to a client card and how to view documents that have been added internally.

This article covers the following:

• What internal documents are and who can see them
• How to add an internal document by uploading from your device
• How to add an internal document from your saved documents
• How to view internal documents on a client card

What Are Internal Documents in Thryv Business Center

An internal document is a file you attach to a client card that is visible to your staff only. Internal documents appear under the Added Internally section of the client card's Documents tab. Clients do not have access to internal documents and cannot view them through the client portal or any shared link. Internal documents are useful for storing notes, contracts, reference files, or any other materials your team needs quick access to when working with a specific client.

How to Add an Internal Document to a Client Card

To add an internal document, navigate to the client card for the client you want to add a document to. Click New on the client card, then click Internal Document. A window will open where you can add the document.

How to Upload a Document from Your Device

To upload a document from your device, click Upload Document in the Internal Document window. Select the file from your device and confirm the upload. The document will attach to the client card as an internal document once the upload is complete.

How to Add a Document from Your Saved Documents

To add a document you have already saved in Thryv Business Center, click the Select from "My Documents" dropdown in the Internal Document window. Check the box next to one or more documents you want to add. When you have selected all the documents you need, click Add. The selected documents will attach to the client card as internal documents.

How to View Internal Documents on a Client Card

To view internal documents on a client card, click Documents on the client card. Click the Added Internally dropdown to expand the list of internal documents attached to the client card. Any document that appears under Added Internally is visible to your staff only and cannot be accessed by the client.

Frequently Asked Questions

Can a client see internal documents I have added to their card?
No. Internal documents are for staff use only. Clients cannot view internal documents through the client portal or any other method. Only documents shared directly with a client are visible to them.

Does this article cover documents shared with clients?
No. This article covers internal documents only. For information about sharing documents directly with clients, see Video: Send Documents to Clients Directly from Thryv.