How to Setup Your Account

Attach is a powerful tool, especially when you’re properly setup to get the most out of it.

Here are 3 steps to get started:

1. Show your viewers who you are
People are more likely to engage when they know who is selling to them. Add your profile photo and contact card to personalize your documents. Do this on the Account page.

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2. Add your own branding
Give your viewers a professional experience, add your own logo and unique link. For example, you can change your link to ‘yourcompany.attach.io’. Add this on the Branding page.

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3. Send & Track your first document
Next time you need to send a presentation, proposal, or high-value document, upload it to Attach and share it with a trackable link. Learn how to do that here.

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