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.
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.
On the Documents page, click the 'star' next to the document name to add it as a favorite.