I received an Attach document, how can I print it?
Attach users who send documents have the option to allow their viewers to download the document or not.
How do I allow downloading?
Here's how to let your viewers download your document.
How do I edit the settings of an existing link?
Editing the settings of an existing link.
Install the Attach add-in for Outlook.
Zapier Integration Setup Guide
You can connect your Zapier and Attach account in Zapier here: https://zapier.com/zapbook/attach/
How do I export my data?
You can export any data associated with links you've created and Closer plan members, you can export data from your dashboards.
Tags are only available on the Closer plan.
You can add your own unique branding to your Attach documents. This includes:- The URL subdomain- The logo- Primary and secondary color
Attach as a Collateral Sharing tool for your website
Did you know you can use Attach for the collateral you share on your website?
Share your Attach links on your website by hyperlinking a word or image.
Base CRM Integration
Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.
How do I reprocess a document that gets stuck processing?
If you've uploaded a document to Attach that seems to get stuck processing or errors out after a few minutes, please select "Reprocess" in the drop down menu and that will force the document to complete processing.
Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.
On the Documents page, click the 'star' next to the document name to add it as a favorite.
Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.