The Attachment Library in GetAccept allows you to store and reuse files across multiple documents, saving time and ensuring consistency.
What is the Attachment Library?
The Attachment Library is where you can store frequently used files, such as product sheets, company policies, terms & conditions, or other supporting documents that are often included in your send-outs.
Where to Find the Attachment Library
You cannot access the attachment library directly from the Library tab in the main navigation. Instead, the Attachment Library is found in the document creation flow, where you manage your document attachments.
How to Access It:
Create a new document
Click Create in the top left.
Choose a document type and proceed to the editing view.
Locate the "Add" menu in the top right.
Click on “Attachment”
In the modal that appears, you’ll see two tabs:
Upload file – to upload a new attachment.
Select from library – this is your Attachment Library.
Click "Select from library" to browse all saved attachments.
How to Save Attachments to the Library
When you upload a new file as an attachment, you’ll see a checkbox labeled “Add to library”.
If you check this box, the uploaded attachment will be saved and available in the Attachment Library for future use.
The Attachment Library is different from your general content library (used for templates, videos, etc). It’s only used for file attachments in documents.