Hi team,
in order to apply team views and structure document types, I’d like to propose the idea to add several attachment sections as an option.
To give you an example: we work a lot with team views as different teams require different information about a contact or company - this is very easy in HS, great!
However, I am not able to provide a section for i.e. the procurement team where they can attach framework contracts that is named equally.
Also, our C-level would like to attach some docs to some clients, but they don’t because theres’s no attachment folder that I can label “Docs for management only” and then restrict this section by only adding it to the managing directors view.
Looking forward to hearing from you, thanks
Marie
Interested in this feature.
I was just looking for this feature as well.
Our company builds and maintains Websites, so once a Company becomes a new customer, we need to attach their Agreements to the Company record and then later during the build phase, all the technical screenshots and mock ups get attached to the Company record as well and then the Agreements become buried and we have to dig to find them.
We would love to be able to build or customize attachments to create a “Technical Attachments” and a “Legal Attachments” section.
This would be particularly helpful on Deals and Companies. With multiple drafts of documents and different versions being uploaded by different groups, just having multiple sections where you can upload attachments (with a different section label) would make it so much easier to be organized.
THIS. Also needed for contracts signed outside of HS. Would want one field that is just for “most recent contract”
I agree, this would be a great feature. We need a way to categorize and tag documents to keep them better organized and easy to find. The current attachment section is just a large list of documents that takes you forever to sort through and find what you need.
Adding my vote and use case the product team might find useful: For teams with role-based views, having multiple, configurable attachment sections would make document organization much cleaner. For example, Procurement could have a dedicated “Framework Contracts” section, while Leadership could have a “Management Documents” section that’s only visible in their team view.
Right now, everything ends up in a single attachment area, which becomes difficult to manage as records and teams grow. Native support for labeled attachment sections tied to team views would significantly improve usability and document governance.
Strong +1 from the field.