100%, folders for attachments would be awesome. Or maybe different attachment sections?
@LRosenbloom I certainly see why its not an immediate next step, but I do believe that organizing or sorting through or enabling a setting to remove attachments over time would be hugely benficial.
Definitely think this should be implemented especially since Hubspot doesn’t directly integrate with data storage apps like onedrive or box
Yes! We need folder functionality to organize contracts that are lost in a jumble of attachments to our Company records.
Yes
To be able to create a folder within the attachment section would be a fantastic addition
This would eliminate redundancy in having to keep folders somewhere outside
of HubSpot in order to organize documentation.
uma idéia de 2 anos atras e ate agora a hubspot que cobra valores altissimos nos planos não implantou ate agora isso, uma coisa simples
If folders are not in the future - what’s a workaround? Anyone have any ideas?
Please oh please make this a thing. Our deals contain on average from 20-35 documents. The CRM we are trying to move away from has folder functionality, and this would make the switch to HubSpot so much easier and organized
This is so needed! Our Deals and Contacts get a lot of touches from different divisions. It would be nice not to have the organization.
Our company is really in need of this. We have so many documents, contracts, NDA, MSAs etc that are needed inside the deal for a holistic understanding of the customer.. The attachments section on all pages (deals, companies) isn’t enough to help any scaled organization. Our finance and ops team need an organized system within this attachment section - whether it’s a document management app or HubSpot builds it’s own “drive” (there’s an opportunity here) - anything at this point to help organize documents within the CRM. Changing the attachments section to a file structure system with folders would be a great answer to our needs.
We are also waiting for this functionality
We’ve also been waiting for this for too long now…
As a small woodshop in Germany we also look into organising our attachments in a more suitable way. The current solution lacks clarity. We are not able to quickly find required Attachments in bigger deals.
We would love to organise all the attachments in custom folders. The folders should be initially the same for each contact/deal/ticket. But individual folders should be creatable for special contacts/deals/tickets.
@LPereira3 In a way, HubSpot does have its own “drive” which would exist under Marketing > Files (details here ). Those files can be used to store on the attachments section of a specific record like a deal or contact (using the “Choose Existing” option when adding files. However, the folder would not appear on the record in the attachments section, only the individual documents/attachements would appear.
So I suppose it makes sense why there are some adequate work arounds for this feature currently.
This is becoming a major paint point for why our sales team does NOT want to use HubSpot. Not being able to create folders to organize attachments means that our reps have to spent a LOT of time opening every attachment to find the right quote or contract. Adding a folder structure is really essential to make HubSpot work like we need it to!
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I would also appreciate the option to add folders to Attachments and/or to be able to sort the archived documents therein alphabetically.
I would also appreciate the ability to create folders in ‘Attachments’ and to be able to sort documents and folders alphabetically.
Unfortunately the attachement section is very poor to control
This needs to be sorted out very soon as other platforms are easier to use.
Attachements also end up being duplicated and to stop this there are multiple steps that need to be done. Not user freindly