What are the Security and Control Features?
What security features does Attach offer?
Our advanced security features allow you to stay in control of your documents – even after you’ve sent them. When you send your documents with Attach you can:
- Add password restricted access
- Disable downloading
- Set a future expiration date
- Disable viewing entirely
When you send your document the normal way, as an email attachment, you lose control after you send it. With Attach, you always stay in control.
What happens to my documents when I upload them to Attach?
We securely store your documents. You can delete your documents, download them again – you retain full control. We do not own your documents – they are and always will be yours.
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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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Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.
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Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.
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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.
