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
TaniaBagga
HubSpot Product Team

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. 

TaniaBagga
HubSpot Product Team

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!

AUSMAR
Member
How do I find if I have access to this?
TaniaBagga
HubSpot Product Team

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. 

chaddiller
Contributor | Gold Partner

It still doesn't address my request. You should be able to create folders and organize the attachments for a contact. It's just a big jumbled mess now with only filters for type and source. I like the search box, but still doesn't organize the attachments like other common file storage options. 

g4hi-Charles
Member
AMAZING!!

Thank you very much for adding this capability - we are interested in
signature capability - any thoughts??

Best wishes
Charles
08820
Member

What's been delivered does not address the original request or my needs. The original request asks for the ability to organize or tag attachments based on category (e.g., contract, compliance). Without manually renaming every pertinent file to include keywords like "Contract" or "Compliance," it is not possible to see all attachments by category with the current implementation. I've signed up for user interviews for this feature to discuss my needs but never received a response. Very disappointed to see something completely different delivered that does not meet specified user needs.