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:

  1. Go to Documents
  2. Create a New Folder: Screen_Shot_2015-10-13_at_4_48_36_PM
  3. Switch on 'share this folder': Screen_Shot_2015-10-13_at_4_40_14_PM
  4. Drag and drop files into that folder

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