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:
- Go to Documents
- Create a New Folder:
- Switch on ‘share this folder’:
- Drag and drop files into that folder