Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess.
If that makes sense. For example with recruitment purposes, if we could create a 'Compliance' folder within EACH contacts page in the attachments section where I could upload any right to work documentation, passport details, etc etc & then another such as a 'Contract' folder that we could keep all contractual documentation, your employee signed contracts, employee details & bank details and so on, together in an easy to find location without having to root through all uploads.
I believe the attachment section could still automatically uplaod everything but then ideally i would like to be able to file these documents into easy access locations.
@LRosenbloom I certainly see why its not an immediate next step, but I do believe that organizing or sorting through or enabling a setting to remove attachments over time would be hugely benficial.
Please oh please make this a thing. Our deals contain on average from 20-35 documents. The CRM we are trying to move away from has folder functionality, and this would make the switch to HubSpot so much easier and organized
Our company is really in need of this. We have so many documents, contracts, NDA, MSAs etc that are needed inside the deal for a holistic understanding of the customer.. The attachments section on all pages (deals, companies) isn't enough to help any scaled organization. Our finance and ops team need an organized system within this attachment section - whether it's a document management app or HubSpot builds it's own "drive" (there's an opportunity here) - anything at this point to help organize documents within the CRM. Changing the attachments section to a file structure system with folders would be a great answer to our needs.
As a small woodshop in Germany we also look into organising our attachments in a more suitable way. The current solution lacks clarity. We are not able to quickly find required Attachments in bigger deals.
We would love to organise all the attachments in custom folders. The folders should be initially the same for each contact/deal/ticket. But individual folders should be creatable for special contacts/deals/tickets.
@LPereira3 In a way, HubSpot does have its own "drive" which would exist under Marketing > Files (details here ). Those files can be used to store on the attachments section of a specific record like a deal or contact (using the "Choose Existing" option when adding files. However, the folder would not appear on the record in the attachments section, only the individual documents/attachements would appear.
So I suppose it makes sense why there are some adequate work arounds for this feature currently.
This is becoming a major paint point for why our sales team does NOT want to use HubSpot. Not being able to create folders to organize attachments means that our reps have to spent a LOT of time opening every attachment to find the right quote or contract. Adding a folder structure is really essential to make HubSpot work like we need it to!
