Introduction to Adding Documents
Documents are files that you can upload to a record or transaction where available. This guide covers how to view the list of documents, upload, download, edit or delete the files.
Table of Contents
- Introduction to Adding Documents
- Table of Contents
- Video walkthrough on How to Add Documents in Thrive
- How to View the Documents Page In Thrive
- Documents Page Layout
- How to Add Documents To a record
- How to download an uploaded Document
- How to view details about an uploaded document
- How to remove an uploaded Document
Video walkthrough on How to Add Documents in Thrive
How to View the Documents Page In Thrive
- To view the Documents page, open the overflow menu for a record or transaction, and click Documents.
- This will open the Documents page for the selected record.
Documents Page Layout
- New Document - Button for uploading new documents for a record.
- Display name - The name given for the document. This is how a document will appear in the system outside of this page.
- File Name - The name of the uploaded file. Clicking the file name will download the file to your computer.
- File Type - The extension of the uploaded file.
- Overflow Menu - Contains actions for the document:
- View Details - View Document Details
- Edit - Edit the display name or replace the uploaded file.
- Delete - Permanently delete the document.
How to Add Documents To a record
- On the Documents page for a record, click New Document.
- Enter a name for the document in the Display Name field.
- In the pop up window for a new document, you can upload your file by:
- Clicking the upload area to open your file explorer,
- Finding your file and then drag and drop the file into the upload area.
- Click Save to finish uploading the file.
How to download an uploaded Document
Click the File Name for an uploaded document (there will be a download icon beside it)
How to view details about an uploaded document
Open the overflow menu and click View Details.
How to remove an uploaded Document
- Open the overflow menu and click Delete.
- In the Confirmation Pop up, confirm you wish to delete the file by clicking Delete.
Note: Deleting a document from Thrive is permanent and cannot be recovered. Ensure you have a backup file if you wish to upload the document again.
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