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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    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.

  • Custom Domain

    Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.

  • 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?

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  • Sub-teams

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