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  1. watermarking would be available for attach.io

    documents that can be downloaded should have a watermark of the recipients email and/or Name. Would help limiting sharing the downloaded document.

    1 vote
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      1 comment  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
    • Whitelisting

      Making sure that only the emailaddresses I have send the link to can access/open a document.

      1 vote
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      • bulk sharing / sharing many documents

        It would be helpful to share many documents at once with one or more recipients.

        1 vote
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        • viewing a list of emails a document is shared with

          When sharing a document and adding a list of emails, it is not possible to see afterwards with whom I have shared the document. I would like to keep track of people I have shared the link with.

          1 vote
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          • Save to files instead of attachments

            Whilst chatter feed functionality has been around for a long time, as per Ryan's comment here: http://ideas.cirrusinsight.com/forums/121921-general/suggestions/7204809-save-gmail-attachments-to-sf-files

            This is not in line with the current salesforce roadmap. This action saves the files to attachments, a feature that is being sunsetted by salesforce, and will not be migrated into lighting.

            It is necessary for admins to be able to determine which related list we push emailed attachments to, so that we can enable users effectively.

            6 votes
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              0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
            • Option to disable Attach.io

              If the Attach.io feature is not useful, it would be great to have the option to remove the button from users' inboxes or disable it altogether.

              3 votes
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              • Attach.io icon location is too close to Gmail attach icon

                The location of the Attach.io icon is confusing because it is too close to the Gmail attach icon. Can you move it up into the Cirrus Insight ribbon?

                1 vote
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                • Generate report or export the “who’s viewed” our documents info (in Attach.io).

                  Hi there
                  I’m wondering if there’s a way to generate report or export the “who’s viewed” our documents info that we can see?
                  It will be very handy if we can export them to a file and refer to see who’s viewed our documents. Thanks!

                  1 vote
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                  • Ask Questions only when document is being downloaded

                    An option where the gate (name, phone, company, etc.) does not appear to view the document. Instead ,the gate is present when a recipient attempts to download the document.

                    1 vote
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                    • Mac compatible app for Outlook

                      Attach.io app for Outlook on Mac

                      1 vote
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                        0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automatically add email attachments to Attach

                        It would save time and drive adoption if the Attach/Cirrus extension could recognize if I've added an attachment to an email. Then in Attach Settings I could have the option to "Automatically add attachments I send by email to Attach" or it could prompt me "Do you want to also add this document to Attach" and the doc would be generated with some default settings that I can also set (require email address, etc). You might have to force/offer to add the attachment as an inline link in order to track with Attach

                        1 vote
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                          under review  ·  0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
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