How to Setup Your Account
Attach is a powerful tool, especially when you’re properly setup to get the most out of it.
Here are 3 steps to get started:
1. Show your viewers who you are
People are more likely to engage when they know who is selling to them. Add your profile photo and contact card to personalize your documents. Do this on the Account page.
2. Add your own branding
Give your viewers a professional experience, add your own logo and unique link. For example, you can change your link to ‘yourcompany.attach.io’. Add this on the Branding page.
3. Send & Track your first document
Next time you need to send a presentation, proposal, or high-value document, upload it to Attach and share it with a trackable link. Learn how to do that here.
Related Articles
-
For iPad: How can I resolve a blank screen after signing in?
If Safari is set to automatically request desktop versions of websites, Cirrus Insight won't be able to complete the Salesforce login process.
-
How do I uninstall Cirrus Insight for Office 365?
Learn how to quickly uninstall Cirrus Insight from your Office 365 apps.
-
How do I install Cirrus Insight for Outlook?
Learn how to easily install Cirrus Insight for Outlook.
-
How do I add iCloud as an email account?
Learn how to add iCloud as an email account in Cirrus Insight for iOS.
-
How do I reinstall the latest version of Cirrus Insight for Outlook?
Learn how to reinstall or manually update Cirrus Insight for Outlook to the latest version.
