If you've uploaded a document to Attach but it appears to be stuck processing after several minutes, you can take these steps:
1. From Attach, select Documents from the lefthand menu.
2. Choose the appropriate folder or search for the file by name.
3. Once you find the file, click the three vertical dots at the bottom right. Then select Reprocess.
4. If the issue persists after reprocessing, you can also upload a new version of the same document.
If the document never finishes processing after taking the above steps, please contact our support team from the following URL and choose "Attach-Document Tracking" as the product:
https://www.cirrusinsight.com/support/contact
How can I add a personalized Attach.io link to an email template?
If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight.
Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.
Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.
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.