Currently, I use Google Drive and Box to manage files I exchange with clients and investors.
This small request (disabling the download feature) will motivate me and many others to migrate quickly everything into hubspot. Please give it a higher priority - Your ROI will be immense, it's relatively a small efforts that can make many of your customers really happy.
We have solved this problem through our HubSpot app, CloudFiles. It looks and feels exactly like HubSpot Attachments but when you upload a file, a link is generated. You can activate/de-activate this link, put hard & soft ID validation, do time tracking, integrate with workflows etc... all in the context of your records. It is an enhancement over the HubSpot Documents tool.
We plan to launch it in March and are looking for prospective customers for feedback.
This is a huge feature for us, and extremely easy to code. Just disable the download button or remove it altogether for certain documents. Simple feature request you guys should be able to do in just a few days!
Along with enabling/disabling of link, we are also supporting enabling/disabling download. All options would be in the security dialog. Dialogs on slide 6 & slide 9 here will collectively provide this functionality.
It's currently not shown in the screenshots but we do have it in our first version.
Help us NOT have to use yet another tool to do something that seems pretty doable for HubSpot. Please activate this feature that would let us control the downloading setting!
It doesn't look like it's on the roadmap at all, so I wouldn't hold our breath but keep upvoting the Idea!
In the meantime, I have found a perfect solution for this - CloudFiles
It's not in the Hubspot App Store and been speaking with the founder, they are very responsive and perfectly fits the needs! I suggest you all download it and try it! It's perfect!
Sales documents can be sensitive. Due to Hubspot's download button being always available, these documents are not secure!
One of the value propositions of hosting documents online in our CRM is that the customer can view them, but can't share them without permission (or at least can't share them without us knowing who they were sent to)
The email requirement protects the document from the first viewer only. After that, they can download and share at will.
This also means that any future viewers who recieve a downloaded copy will not be included in the document viewership metrics / reporting.
Additionally, by preventing downloads, we could actually encourage customers to share the link, and this would enhance our visibility into potential decision-makers within the company.
I saw that this issue was created in 2017 and was very popular, but I think 4 years later it is worthy of a re-examination. The issue was very popular then and I think it will continue to be popular now. I think hubspot is losing out on a significant "secure" sales enablement solution here, all over a single "off" switch! Please consider!
Hubspot just doesn't care about this issue, people have been asking for it for 4 years now. I've had to take out a separate subscription to DocSend just to get around this nonsense.
Probably the best thing I did though, far superior to the rubbish from HubSpot!
@glencornell Is there any update on this? A pretty major feature to have for sensitive information sharing. Would be amazing to have an update on the progress of this
