Sharing Folders and Files With Your Team
Note: This feature is only available on the Team plan.
Once you've setup your team and invited your colleagues, Team Admin's can share documents with your team.
Sharing documents is perfect for:
- Marketing teams who share content with Sales
- Making sure your whole team is sharing the same versions
- Giving your team a centralized hub of sales content to share from
- Seeing the performance of documents across all team members
- Finding out which documents help close the most deals across your team
Note: In Attach, you're able to share Folders, not individual files - just move your file into a shared folder.
If you're an Admin, here's how to do it:
- Go to Documents
- Create a New Folder:
- Switch on 'share this folder':
- Drag and drop files into that folder
Related Articles
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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.
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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.
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Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.
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On the Documents page, click the 'star' next to the document name to add it as a favorite.
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Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.
