Documents Storage & Sharing

Share Documents

Never lose another document and eliminate the hassle of a multi-step document sharing process.

No more searching through endless filing cabinets or desktop folders searching for the proper document to share. Share and find documents based on your job, case or client with easy-to-find search and organization.

• Share multiple documents, images or files with your customers that they can access and review at any time via the secure Client Portal.
  
  
• Send files from anywhere, using your phone, tablet or computer and keep your customers updated and informed.
  
  
• Share text documents, spreadsheets, pdfs, images, gifs & zip files all from one place.
  

• Ensure you are sending the right information to the right customer every time with document previews.
  
  
• Stop sending attachments! Create clickable links for uploaded documents you can share with customers or potential leads via email or text.
  

Skip from consideration phase to approval phase faster sharing important documents during your quote process.

Share all the important details about the job, project or event within your Estimates and Invoices, while streamlining your record management system with all your documents organized in one place.

• Take photos on your phone at the job site and attach to any Invoice or Estimate directly from the Thryv mobile app with your customer by your side.
  

• Customers can easily share one or multiple documents through the Client Portal, such as a waiver or contract.
  

Store Documents

A secure and easy way to store documents in one central location with worry-free access.

Create efficiencies and organization storing all of your documents based on job, case or client. With HIPAA Secure you can.

• Save important documents you can easily access by job, case or client within the Documents tab. Such as shot records for a pet or roof measurements for a job.