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Adding Documents to Accounts or Transactions

Adding Documents to Accounts or Transactions

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

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.
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  • This will open the Documents page for the selected record.

Documents Page Layout

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  1. New Document - Button for uploading new documents for a record.
  2. Display name - The name given for the document. This is how a document will appear in the system outside of this page.
  3. File Name - The name of the uploaded file. Clicking the file name will download the file to your computer.
  4. File Type - The extension of the uploaded file.
  5. Overflow Menu - Contains actions for the document:
    1. View Details - View Document Details
    2. Edit - Edit the display name or replace the uploaded file.
    3. Delete - Permanently delete the document.

How to Add Documents To a record

  1. On the Documents page for a record, click New Document.
  2. Enter a name for the document in the Display Name field.
  3. In the pop up window for a new document, you can upload your file by:
    1. Clicking the upload area to open your file explorer,
    2. Finding your file and then drag and drop the file into the upload area.
  4. 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

  1. Open the overflow menu and click Delete.
  2. In the Confirmation Pop up, confirm you wish to delete the file by clicking Delete.
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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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