How can I upload a new version of my document?
You can upload new versions of your existing documents. All your existing links will point to the new version.
How to do it:
- Find the existing document that you want to replace, click into it
- In the top right corner click on 'Actions' > 'Upload new Version'
- In the modal window, upload a new version of the document
- It will take a few moments to process the document
Note: As soon as the new document has finished processing, all your existing viewers will immediately see the new version and will no longer be able to access the old version.
Your old viewing statistics will not be affected, and can be accessed in the Version drop-down on the stats page:
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.
-
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.
-
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.
