In the case where a client has decided NOT to do business with us, how do I restrict their access to sales documents?
If a customer has decided not to work with us further, I would prefer that they no longer have the privilege to view our document links previously shared.
Is it possible to restrict ONLY ONE CLIENT’S access to all documents without restricting all?
This is an amazing suggestion and one that we have noted to implement in near future in the CloudFiles app. It is a HubSpot app that can be used to upload, share, track and automate documents. It enhances HubSpot Documents and solves many of the issues associated with it.
We already support ID validation based on an included emails list and also on-the-fly link expiration. However your suggestion gave us a new idea and we have noted it for a future release.
If you would like to learn more about the app, you can check the links in this post.
Thanks for the response, I appreciate it.
I will review the links you sent and I already sent my email into the CloudFiles page.
Hoping that this will fill the gap we noticed! Thanks!
@JHarman-Coval CloudFiles is now available on HubSpot Marketplace. You can try it out directly if you’d like.
@SiddharthGarg91 How did I miss that?! Thank you! I’ll check it out ASAP.