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.
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. I can confirm that enhancements to attachments are coming soon. However, I am unable to share precise details around delivery timelines at this time. I will keep the community updated on this thread. 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 patience and continued feedback, it helps us shape our roadmap and build a better product.
Lily here, the Product Manager for HubSpot’s record page.Thank you for your feedback and upvotes!
We understand how important it is to easily find and access the items you need on the record page, and that the ability to organize your attachments could help ease friction. However, the list of improvements to the record page is long and this is a lower priority compared to some of the other things we're working on right now.
We are always re-evaluating our top priorities, so please keep the upvotes and comments coming so we can track more use cases and relative importance.