Company Record Attachments available in File Manager

[AfMcCabe]

When uploading a document to a company record as an 'Attachment' it would be good if this can be automatically added to the File Manager for use when sending an email from that same Company record. Currently a double upload is required - 1 as an attachment, and then again into the file manager for use. Thanks

[AmandaElmore]

I'm looking to do this exact thing. I discovered that if you attach the file through File Manager then you can go to the company record and add it from there but this is an extra step for my reps. It would make the most sense that any and all attachements uploaded to any record can be found in the file manager.

The solution in this thread didn't lead me to any real information on this topic.

[MFrankJohnson · Accepted solution]

Help other HubSpot searchers find this post quickly by accepting this solution today.

Excellent suggestions. You may wish to add to a new or existing thread in HubSpot Ideas.

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! 🙂

Does that help answer your question? If so, remember to accept this solution today so other searchers will find it fast.

Best,
Frank

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www.MFrankJohnson.com

[AfMcCabe]

Hi, Is this still a live request? What was the solution?

[MFrankJohnson]

>>What was the solution?

You'll want to search the Ideas Forum or HubSpot Updates to see if a new solution has been implemented. 

Best,
Frank

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www.MFrankJohnson.com