HubSpot Ideas

JessicaReed

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.

HubSpot Updates
Delivered
July 12, 2024 11:11 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 11:18 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 11:15 AM

Apologies about access challeneges! I just updated permissions to the google form. Let me know if you are still unable to access the Google Form. 

In Beta
March 11, 2024 10:13 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.

In Planning
October 12, 2023 01:19 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 26, 2023 06:39 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. 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.

 

- Tania

Not Currently Planned
June 29, 2021 11:02 AM

Hi all!

 

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. 

 

Thanks, 

Lily

107 Replies
richard88
HubSpot Employee

@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. 

CRay20
Member

Definitely think this should be implemented especially since Hubspot doesn't directly integrate with data storage apps like onedrive or box

RKuekes
Member

Yes!  We need folder functionality to organize contracts that are lost in a jumble of attachments to our Company records.

bcf
Participant

Yes 

To be able to create a folder within the attachment section would be a fantastic addition

RKuekes
Member

This would eliminate redundancy in having to keep folders somewhere outside
of HubSpot in order to organize documentation.

LuisAntonioLicn
Member

uma idéia de 2 anos atras e ate agora a hubspot que cobra valores altissimos nos planos não implantou ate agora isso, uma coisa simples

Carly_Farlow
Contributor

If folders are not in the future - what's a workaround? Anyone have any ideas?

rMerc
Member

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

CHaymon
Member

This is so needed! Our Deals and Contacts get a lot of touches from different divisions. It would be nice not to have the organization.

LPereira3
Participant

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.

RKuekes
Member
We are also waiting for this functionality
Pcr
Member
We've also been waiting for this for too long now...
soeren_gasch
Member

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.

richard88
HubSpot Employee

@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.

Screen Shot 2021-12-13 at 7.39.24 AM.png

 So I suppose it makes sense why there are some adequate work arounds for this feature currently. 

KWohlgemuth
Participant

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!

LPereira3
Participant

REMEMBER TO UPVOTE~~

SPlisinski
Member

I would also appreciate the option to add folders to Attachments and/or to be able to sort the archived documents therein alphabetically.

SPlisinski
Member

I would also appreciate the ability to create folders in 'Attachments' and to be able to sort documents and folders alphabetically.

 

bcf
Participant

Unfortunately the attachement section is very poor to control

This needs to be sorted out very soon as other platforms are easier to use.

Attachements also end up being duplicated and to stop this there are multiple steps that need to be done. Not user freindly 

lauren0505
Member

I wish that Hubspot could figure this out!  This is a request that has been YEARS in the making!

We love Hubspot, but wish this feature could be added.