Note: This feature is only available on the Team plan.
On the Documents page, click the 'star' next to the document name to add it as a favorite. Favorite documents will show up in the favorite folder:
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.
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.