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Documents in Thrive

Adding documents to records

Written by Emmeline Mellor

In Thrive, you can attach documents, such as Resumes or Position Descriptions, to People, Companies, or Project profiles for search teams to easily access.

Click on the record profile name to add a document to a People, Company, or Project profile in Thrive. The details of the profile will appear.

  1. Select the Other - Documents option at the top right.

  2. Click the plus sign to upload or drag and drop your document. Only PDF, Docx, and Doc file formats will be accepted. Links can also be added to the profile on this screen.

  3. Select the type of Document that is being uploaded, for example, Resume, Reference, or Cover Letter.

At the top of the Documents page, there are options to Sort or Filter the list of documents

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