Upload Files Email Attachment

Marketing & Content Hub Tips, Tricks & Best Practices
1

HS crew,

I am trying to upload a file, so that I can quickly attach it as a “Choose existing” option when sending an email from HubSpot.

Where are the Files and Templates > Files drop-down menus? Can’t find the file manager.

I do not see it under the Marketing drop-down on my toolbar, as referenced here: Upload files to use in your HubSpot content

2

Hi @KBakhtvar,

Are you creating a marketing email or a sales email? Could you share a screenshot of the interface that you’re looking at? That will make it easier to point out where you can upload/find the files.

Best regards!

3

Creating a sales email. See attached for the dropdown under “Marketing”, where I believe the File Manager button was previously located--

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4

Hi @KBakhtvar,

It looks like someone removed the access to files from your HubSpot permissions. There is a specific toggle in the settings for that: HubSpot user permissions guide (see bullet point “Files”)

You’d have to talk to an admin or the super admin in your portal to grant you these permissions again.

Hope this helps!

5

Thanks, Karsten.

I am a super admin. Looks like I have access to everything.

6

Hi @KBakhtvar,

That’s unusual, what happens when you access this link? https://app.hubspot.com/files/1234567 (replace 1234567 with your own portal ID)

Best regards!

7

It takes me to a login page, I click login, and am met with this error message. I click “this link”, and it directs me to my reports dashboard

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8

Hi @KBakhtvar,

Before clicking the link, did you replace 1234567 in the URL with your own portal ID? You can find your ID by click NLX in the upper right of your screen.

Best,

Karsten

9

Thant worked! Karsten, you are a **bleep**. Thank you sir!!

10

Hi Karsten

I’ve just found this.

When I go to app.hubspot.com/files/{my ref} it does give me the Files page, so thanks for that.

Where do I find this page in the menus? I can’t seem to find it anywhere!

Thanks

Robin

11

Glad it worked, have a great day!