When i am sending an email i clikc on the paperclip icon. Then select “choose existing”. It gives me a list of all my branding files. But shouldn’t also present a list of all my Stored documents under Sales>Documents ?
Hi @RFarr ,
The documents in HubSpot is for a different purpose. The document you are uploading in the sales > Documents, you can share them with your contacts by creating a shareable link. Check thsi article here.
In email, when you click the paperclip icon, the files you will see are the files from Marketing > Files and templates > Files.
Hope this helps!
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Thanks and Regards.
This would be a useful addition as we are often requested to send documents to customers as they do not just want a link. We therfore have to attach from our in house system, it would be nice to be able to use Hubspot as a central repository for documents to allow some document control system