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.
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!
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 thegoogle formif you're interested in the Beta and and we will automatically grant you access to the new attachments experience the week of 4/1.
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.
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.
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!!!
