View all attachments in the same place

HubSpot Ideas

Status: Delivered

Status history

1

It would be super useful to be able to see all the attached files in one place, and not have to search for them one by one, deal by deal. I know there is a section in Marketing > Files and templates > Files, where you can see the files, but there are both attached files and images and other documents that are also used in email templates.

It would be ideal to be able to see only the attached files in the deals/companies in the same place or folder.

2

Hello HubSpot Community,

Thank you for your continued feedback and patience during the lengthy radio silence on this thread. We hear you loud and clear. Our team is currently researching and prioritizing the work required to enhance attachments. I can confirm that enhancements to attachments are coming soon. However, I am unable to share precise details around delivery timelines at this time. I will keep the community updated on the broader thread here: https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414. We will also continue to monitor the use cases submitted on this thread as we work towards delivering a solution so please keep the feedback coming.

Thank you as always for your patience and continued feedback, it helps us shape our roadmap and build a better product.

- Tania

3

Hello HubSpot Community,

As we work towards designing a robust file management system for records, we are looking to connect with members of the community who may be interested in providing feedback on a few potential solutions. At HubSpot we heavily lean on this customer feedback to inform our solution designs and product direction. Please submit this form to let us know if you would be open to engaging via a call or over email and we will reach back out to you.

Look forward to connecting with you.

- Tania

4

@TaniaBagga I submitted the form a while back - would LOVE to get early access to a beta or provide feedback on record file management in HubSpot!

5

@jaybaum - Thanks for reaching out! I see that you submitted the form on 3/11. We will be sure to add you to the Private Beta during the first week of April. We’re so excited to have you get early access and share feedback!

6

Hello! Thank you to everyone that volunteered to participate in the Attachments Beta. We have now enabled the new attachments functionality for all those that expressed an interest. With this Beta, we give users a robust file management system on records. You can now:

  • Bubble up the files you care most about by sorting, searching and filtering your attachments.
  • Rename your attachments and take bulk file actions such as download and delete.
  • View a lot of the file metadata that was previously unavailable to you such as upload date, source and file type.

We look forward to getting your feedback via a Customer Satisfaction survey that will pop up when you interact with the new attachments card. As always, we love customer feedback and use that to inform future product direction so please keep that feedback coming!

7

Hello! Thank you to everyone who shared feedback and volunteered to participate in the Attachments Beta. Updating the status of this idea to “Delivered” as we already introduced the new attachments functionality in April 2024. You can now:

  • Bubble up the files you care most about by sorting, searching and filtering your attachments.
  • Rename your attachments and take bulk file actions such as download and delete.
  • View a lot of the file metadata that was previously unavailable to you such as upload date, source and file type.

As always, we love customer feedback and use that to inform future product direction so please keep that feedback coming! I recommend spinning up a new ideas forum thread for any newer ideas for easier trackability.