Hello from the Sales Hub team. Folders are now displayed in the Insert document modal when initiating an email from the CRM record (Lead, Contact, Company, etc.).
However, we aren’t properly filtering folders based on the owner like we are with documents. You can see folders do not have the “Created By” column populated. This means that the default view, where Owner = (Me), does not display folders in the search results. Our team is working to fix this, but in the meantime, you can see folders by updating the Owner filster to “Any”.
I will provide another update once the filtering issue is resolved. Thank you for your patience and continued feedback.
Sincerely,
Ryan
Status: Delivered
