At the very least I would like to see a way for us to organize corporate documents before user created documents. If user folders were not viewable across the entire organization the confusion would be much less.
I see the benefit of tracking our reps user docs and seeing how they are creating new docs specifically for gaps in our standard marketing pieces but the entry level rep is lost in everyone elses stuff.
@SeanB_407 As a tip, we name our documents folders starting with "GO2 | " (for corporate files, that’s the name of our company) and starting with “Personal | rep name” (for individual rep folders). It takes a little training, but has worked well! If they make a mistake, I move their file.
I have brought this idea forward a few times when speaking with support. It would be extemely effective in organizing templates and media files. The more content that gets added into the system, the more difficult it is to find what you are looking for.
In addition to this, when selecting a template to use, right now you can search for a template through all the templates you have. If there was an (optional) folder field that would allow you to drill down the folder and respective sub-folder, so the templates list is only propigating the templates contained there - that would just make finding things worlds easier.
Similar to the above, having folders within folders for media that could be collected into sub-folders and searched in a similar fashion would make finding media files sooo much easier.
We are developing an app called CloudFiles that enhances HubSpot Documents. In doing so, it solves this problem, among many others. CloudFiles can be used to upload and share files through trackable links right from HubSpot
CloudFiles provides the “Cloud Copy” feature that mirrors all the files uploaded into a cloud storage of your choice (e.g. if your company uses Google Drive or HubSpot’s native storage). This mirror has a default file organization that is neat and can be accessed by anyone in the company. Thus, it removes the HubSpot Documents’ flat folder structure from the picture and solves this issue.
We are actively developing this app so any key feature requests would be swiftly taken up.
Yes we are currently setting up our templates across 3 jurisdictions with multiple teams. 1-level folder organization just doesn’t cut it. Is it possible to add at least 2 levels so we can organize first by country, then by team.
As someone who works in a global sales structure, having nested folders would be absolutely amazing! Even being able to split up our automations by region would be a start, as at the moment everything has to sit in one folder. Similarly, if Sales people are assigned certain lists, I want them to live in their individual folders rather than a team-wide one. Having third party integrations to do this work really won’t cut it, and I want to minimise that if possible.
It would be a great idea indeed… A workaround so far is to label the folders as “Sales - follow up”, “Sales - procedures”, and so on, but it would be extremely helpful to organize both Templates and Snippets into subfolders. Things get really mixed up for our team.
Would also be great if we could DRAG & DROP the folders and see a PREVIEW of how many emails are within a folder. Envisioning something like Google Drive.
This has 282 upvotes… can someone on the HubSpot team please consider adding this to upcoming planning? We really need this for our organization to be more organized and efficient in marketing, sales, and service. PLEASE consider adding this.
This still hasn’t been completed? We just brought two more of our teams onto HubSpot and organizing everything into folders/sub folders is going to be important. I am surprised this wasn’t created with this structure from the get-go!
@JamesNichols90 No kidding! I wonder if there any other ticket out there Hubspot has that so many people need, and would be SO easy to implement. It’s kind of ridiculous at this point.