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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.

A new, always-visible resume icon now appears on candidate cards and profiles. Clicking this icon instantly opens the candidate's primary resume without navigating to the Documents tab

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. Accepted file formats include PDF, Docx, Doc, and PNG. On this screen, links can also be added to the profile (7.5MB Limit)

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

Helpful Hints

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

  • Documents can be marked as Primary by selecting the star to the right of the document. Marking a document as Primary will ensure the document is shared in all Projects the candidate has been added to.

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