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.
I'm not sure if this is easier from a development standpoint, but one workaround could be to offer the ability to have multiple attachment modules and the ability to give those custom labels.
Having the ability to search / filter the filenames could also be a phenomenal option.
Either would alleviate the dev team from having to build out a new file explorer-like view within the UI.
I hate to be pessimistic, but I am not sure how often this is monitored. I have been hoping for this one for a couple of years and I haven't seen anything change.
I completely can relate since I think it would be so nice to have a way to keep things organized and easily accessible.
Having a list of attachments, grabbed from every logged email, including not just files, but also random images, is just clutter. Being able to attach contracts, agreements, meaningful files with some organization is the only way to make this section meaningful. It really should get some priority.
Having folders within attachments would be great! Even better: being able to manage the attachments section overall. Since any attachments within an email are automatically saved, even those 1 pixel images HubSpot adds to an email to track it -.- So we've to scroll for way too long before finally finding important documents through all the garbage.
This most certainly should be a roadmapped item. The attachment section might be good for tiny companies with tiny customers and interactions, but if you have many documents over time with customers as we do, it is incredibly difficult to use.
Agreed, also please add the ability to sort the Attachments within the folders, so that you can see the most recently updated versions or most recently updated versions!
Great idea. Looking forward to seeing this idea to be implemented. It would be greta to have folders for quotes, contracts, PO's and any documentation related to the customer.
Adding my voice here as this is something our company sorely needs as we begin to scale. At the very least, it would be helpful to have some sort of "primary association" option where the most pertinent attachment can be pinned to the top of the contact/company/deal record.
On another note, if anyone has any workflows they've implemented so that the attachments associate across contact--company--deal--etc., I would greatly appreciate any advice!
We need this too. We have competitor company records and would like to organize the information we gather into folders instead of having to sift through all of the attachments.
Want to upvote this. We are increasing our usage of HS and want to store various docs against a company record. It's turning into a bit of a dogs breakfast without this!!!
