HubSpot Ideas

CSchulte5

Attachments Section Improvements

I'm sure I'm not alone in feeling that the attachments section of Hubspot could use a facelift. Here are some of the functionalities I believe are a MUST for Hubspot going forward:

 

  • Renaming uploaded attachments
  • Association options (add or remove associations)
  • Easy upload of attachments to emails, notes, meetings, etc. from a contact, company, deal, or ticket
  • Searching attachments for keywords in the title
  • Filter attachments by date uploaded, modified, file name, file type, etc. 
  • A view all menu 
  • A property history menu, to see when files were uploaded when they were renamed, reassociated
  • The option not to associate an attachment to a record 
HubSpot Updates
Delivered
July 12, 2024 11:09 AM

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. 

In Beta
April 03, 2024 11:16 AM

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!

 

In Beta
March 11, 2024 10:04 AM

We have an exciting update! We are preparing for a private beta for the new and improved record attachments experience. This experience will include an expanded table view for all record attachments with details like file type, source, size, uploaded date AND enable users to filter/search/sort their attachments to bubble up the files they care most about.

 
We are looking for a small pool of customers who may want early access to the new experience and be willing to share feedback with us. Please submit your details in the google form if you're interested in the Beta and and we will automatically grant you access to the new attachments experience the week of 4/1.

January 24, 2024 02:04 PM

@BMilaszkiewicz - We totally understand the frustration with the existing record attachments experience. I can confirm that the HubSpot product team is working on enhancing the records attachments functionality right now. We are looking to resolve the top customer needs in this space including displaying file metadata such as timestamps and file types and introducing ways for users to filter, search and sort their record attachments. We will share another update as we near release. More to come soon!

December 15, 2023 09:40 AM

@FMoor - Thanks for submitting feedback. We save email attachments within the Attachments right sidebar card on records today. We do not do so for Forms. Please feel free to upvote and comment on this idea. Our product team is always looking at our community forum to prioritize our top customer needs.

In Planning
October 12, 2023 01:16 AM

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

 

 

Being Reviewed
August 25, 2023 01:33 PM

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. At this time we do not have any details around delivery timelines but will continue to post updates as we have them. 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 continued feedback, it helps us shape our roadmap and build a better product.

 

- Tania

39 Replies
AndreiF
Member

Also, I'd like to suggest:

Each attachment's name is cropped halfway even though there's enough room to display each one's full name - could that please be expanded.

Second: there is no date mentioned alongside the name (just the file size, which is good to know as well), but the date received/created of each attachment would be great to have (source of date - when someone mails it in for example).

 

 

OBulava
Member

I agree with AndreiF,

We do see exactly the same issues:

  1.  the length at which names get truncated is too low, please extend it.

image.png

 

2. Please add the date next to a file. The attached files can have the same name and / or size, without date it is a challenge to find the right file.

 

Thank you.

 

 

VMazurenko
Member

+1

CSM
Participant

The current display for attachments is horrible.     I can't believe it is even accepted by the development team management.     Needs to simply be similar to Windows File manager or MacOS finder, where you can see the actual title, sort, resize etc.     Should be a simple library function.     At least add the file dates and way to see the whole name without having to flyover.    Is there a UI/UX group at Hubspot?   This needs fixing ASAP.

Rmstone
Member

The date field/column is a MUST.  

 

I have a client sending me mulitple version of the same file, with small updates.  I have no ability to see is the most recent version, and finding the specific message with the latest version is very time consuming. This is a situtation that comes up very frequently in our workflow. 

LY
Contributor

Also, the option to automatically log attachments is site-wide. It's either on or off for everything. I could really use a manual-only attachment section that can be displayed on the object right sidebar in addition to the section that already exists. This way I could attach only relevant documents to a record and know that I could always direct my team members to that section and the things I want them to see wouldn't be burried under unsorted incoming attachments.

MrS
Member

Hi Team @hubspot , is there any indication on whether or not an idea is being actively considered? As well as the suggestions above I'd particularly like to see a date and time added to attachments. It's too hard to work out which attachment came in with which message. I asked for this almost 2 years ago but haven't seen any change.

mattsilv
Member

Agree with enhancements, at the very least, this point is what makes the current attachment feature virtually unusable for complex deals:

  • A property history menu, to see when files were uploaded when they were renamed, reassociated

Right now there is no way to tell when an attachment was uploaded to a deal, nor by whom. Really need this functionality at minimum.

CSM
Participant
Agreed, very important.   I'm amazed still at why there seems to be no Hubspot activity to fix the poor functionality of attachments.
mattsilv
Member

I found this thread because I asked customer support about the simple ability to have a timestamp/history of when attachments were uploaded to a deal. I'm disappointed that they linked me to a thread with very important and valid ideas from almost 18 months ago with no acknowledgment on the thread from the Hubspot product team yet.

JStaerck-Weil9
Member

In the tickets, We want to see the date when we received the attachment! So if we are working on a ticket to fix an issue, and we receive a screenshot, then another day they send us another screenshot, we don't want to double-check, by checking in the email, which one is the newest one. Thanks!

CSM
Participant

Great summary of the things needed here.    This is a real issue in Hubspot, and I'm amazed at the lack of improvements to fix this.    Maybe Hubspot could at least give some insight to what their plans are here, as it seems to be going nowhere.....

LBrickman
Member

+1. The current set-up makes it very difficult to manage client documents, particularly for teams less directly involved in the day-to-day client relationship management who need quick access to contracts, invoices, etc.

rachel79
Participant

Agreed, with larger Enterprise customers important documents (like an MSA) get buried and there currently isn't an alternative place to store them.  If you could star or flag certain attachments so they showed up at the top that would also be helpful, but the search and renaming functions are imperative!

TaniaBagga
HubSpot Product Team

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. At this time we do not have any details around delivery timelines but will continue to post updates as we have them. 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 continued feedback, it helps us shape our roadmap and build a better product.

 

- Tania

K_Xavier
Participant

I'd like to suggest the ability to add labels to the documents, such as quotes, contract, invoices, etc. 

It would be good to see who has uploaded the doc HubSpot. 

Franci
Top Contributor | Diamond Partner

Hi Everyone,

 

I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that helps identifying objects with files attached to them. Additionally, you will be able to have a real-time count of the attachments associated, constantly updated.

 

We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the overall usability of the product.

 

👉 Join the Beta Test -> Installation link 🔗

👉 How it works document -> PDF

 

While you're here, don't forget to check out our other apps in the HubSpot Marketplace for more helpful solutions!

 

Cheers!

Francesco Collacciani

HubSpot Specialist @ Exelab

#1 HubSpot Diamond Partner in Italy

 
 
 
emailAddress
francesco.collacciani@exelab.com
website
https://www.exelab.com/en/
 
 
 
 
 
  Get in touch with us!
TaniaBagga
HubSpot Product Team

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

 

 

AxelS
Contributor | Platinum Partner

When you send one-to-one emails in HubSpot or log an email using HubSpot Sales, any inline attached files will automatically be added to the Attachments section of the record. This is a problem since ALL email more or less includes logo and some kind of banner in the mail, not as attachments but in the actual body/footer. This makes all companies become super clodued with unneccecary "1kb images" and unnessecary files that makes all important attachments like invoices or contracts drown in hundreds of junk-"attachments"... Is there a way to turn of so only non inline attachment gets imported to companies?

FMoor
Participant

We also need the attachments from e-mails and forms to appear in the attachment section! I just submitted the form. Is there a way that this can be developed as well?