Sub-teams
Note: This feature is only available on the Closer plan.
Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.
Once you’ve created your team and invited team members who join, create new sub-teams:
Then pick a team and add members to that team:
Now you have teams setup, you can share folders with specific teams.
Go to Documents > Edit existing folders or add a New Folder, then switch on “Share This Folder”:
Then drag and drop documents into that folder, or pick that folder when uploading a new document. Now only the members of those teams will have access to those folders and documents.
Related Articles
-
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.
-
Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.
-
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?
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.
-
On the Documents page, click the 'star' next to the document name to add it as a favorite.
