Sometimes you'd like to preview your uploaded document before sending it.
This will open up your document in a Preview window.
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.
Cirrus Insight for Mobile iOS (v.5) User Guide
For Admins: How do I set-up Salesforce and Cirrus Insight to save email attachments to Chatter feeds?
Learn how to set up your environment so email attachments will be saved to Chatter Feeds.
How do I get email attachments from Gmail into the Chatter feed in Salesforce?
Three easy steps to set up Cirrus Insight for Chatter feed in Salesforce.
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.