You can upload a file to an upcoming session in MyThrive. The client can then review it before the session.
Before you start
Check that:
the file is intended for the correct client;
it does not contain information about another client;
the file is no larger than 20 MB;
the file type is supported.
MyThrive supports:
JPG images;
PDF files;
PowerPoint files: PPT and PPTX;
Excel files: XLS and XLSX;
Word files: DOC and DOCX.
How do I send a file?
Log in to your MyThrive account.
Go to My Sessions.
Open the relevant upcoming session.
Select the Files tab.
Go to Your Files.
Select Select file.
Choose the file you want to upload.
Wait for the upload to finish.
Check that the file appears under Your Files.
What happens next?
The file will appear in the session details and the client can access it before the coaching session begins.
You and the client will both receive an email confirming that a document has been uploaded to the session.
How do I remove the wrong file?
Open the relevant session.
Select Files.
Find the file under Your Files.
Select the remove option beside the file.
Confirm that you want to remove it.
Check that the file no longer appears under Your Files.
Why can’t I upload the file?
Check that:
the file is no larger than 20 MB;
it uses one of the supported file types;
you have selected the correct session;
your internet connection is stable.