I was wondering if it is possible to use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but I am wondering if it could be extended in this way?
+1 this functionality would be great.
Just posted this as an Idea, if you want to vote on it.
Hi @BeckaD
This can be achieved via WoodsPortal - a deeply integrated HubSpot app that lets you build customer experience portals directly on HubSpot CMS pages.
It has a secure file management capability that leverages HubSpot’s native file storage - https://youtu.be/_tF3iTbq73E
Thanks,
Saurav
Co-founder, WoodsPortal