topic Organize documents and PDF's according to Tags in Hubspot in Tips, Tricks & Best Practices

Organize documents and PDF's according to Tags in Hubspot

JClarke15 — Wed, 21 Jun 2023 08:16:24 GMT

How can we do tags of case studies or documents in Hubspot?

We would like to organize our files according to tags.

Does anyone know how to do this?

Re: Organize documents and PDF's according to Tags in Hubspot

ArisudanTiwari — Wed, 21 Jun 2023 09:23:57 GMT

Hi @JClarke15 ,
There is no tagging option available in hubspot to organize your documents/files.

You can create folder and upload file on respective folder, other option is view docuemnets as file type.

Re: Organize documents and PDF's according to Tags in Hubspot

HollowayR — Thu, 20 Jul 2023 21:03:34 GMT

Tags or even a Notes field on Documents would be SO HELPFUL. We may have 2 or 3 versions of a similar document, one with pricing, one without, one with a quarterly special and the only way to differentiate is to have it in the title (which is awful because it would be shared externally) or create everything in it's own folder. A basic Notes field that is searchable would make them SO MUCH better.

Re: Organize documents and PDF's according to Tags in Hubspot

Melly2022 — Thu, 07 Sep 2023 13:58:21 GMT

agreed we need something to manage this file section a bit better, we just end up dumping in duplicate images and congesting the file system because it becomes impossible to search for images as the thumbnails are way too small!

Re: Organize documents and PDF's according to Tags in Hubspot

marissa321 — Mon, 04 Nov 2024 23:09:06 GMT

Chiming in to say this would also be helpful for us. We vary our collateral based on a number of different dimensions and without a tagging or note system, it is almost impossible to easily find the version we're looking for.

Re: Organize documents and PDF's according to Tags in Hubspot

DianaGomez — Mon, 09 Dec 2024 15:24:50 GMT

Hi @marissa321,

Thanks for reaching out to the Community!

Currently, this feature isn't available in HubSpot. However, you can upvote the request here: File Manager > Files and Videos > Tagging/Metadata. To contribute, upvote the existing idea and share more details about your specific use case in the comments.

In the meantime, here's a helpful resource with tips on how to organize your file manager using our current features.

Best,

Diana

Re: Organize documents and PDF's according to Tags in Hubspot

marissa321 — Mon, 09 Dec 2024 16:04:49 GMT

Diana, the link you provided does not work - it appears that board post has been archived.

Re: Organize documents and PDF's according to Tags in Hubspot

DianaGomez — Mon, 09 Dec 2024 16:36:49 GMT

Hi @marissa321, I have updated the information.

Thanks!