Sharing Folders and Files With Your Team

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

 

 

 

Pin It on Pinterest