Thryv makes sending your important documents to your customers easier than ever. This guide will show you how to share your documents with Thryv through their secure client portal. You can use this to send blueprints, agreements, photos, and more. Customers can also upload documents through the portal to share them with you!
To get started, navigate to the client card and click on New, and then Share Document.
To share a document from your device, click on Upload Document. You will be taken to the documents on your device where you can upload.
To share a document from your saved documents in Thryv, click on the drop-down Select From My Documents. Then, check the box for the document or documents you would like to share. You can select multiple.
You can choose whether to notify the customer that you are sharing the document, and to add a message to the customer.
Once you've made your selection, click on Add.
If you elected for your client to receive a message via email, they will be notified that way. They can click on View Document to see your document. This will automatically sign them into their client portal to view it.
Otherwise, your customer can sign into their client portal and view the document from there.
You will also be able to view the document from the client card, by clicking on Documents, then Sent To Client