Favorite Documents

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:

Attach-2.png

Related Articles

  • 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.

  • Custom Domain

    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-teams

    Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.

Contact Us