Note: This feature is only available on the Closer plan.
Connecting your account to the rest of your team is the easiest way to keep your documents in sync, and get an overview of how your team is engaging with clients. This article will cover how to setup and control a team.
Write in your company name and number of users. Note: This company name will be shown in the page title to document viewers.
Your colleagues will be sent an email that includes an invitation to signup to Attach and join your team. If they already have an account with Attach, they will be asked if they’d like to join your team.
For each team member you can:
How do I clear my Outlook cache?
If you use Outlook for Windows and experience performance or access issues when using Cirrus Insight (such as a blank pop-up screen or repeated login loop), you can clear the Cirrus Insight for Outlook cache that's stored locally on your PC.
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.