HubSpot Ideas

brotelli

Not requiring an email when opening a document

I think there should be a toggle for documents that does not require a user to enter their email address to open a document. Certain ones it makes sense but others, like if you are trying to grow a product line, are hindered by the fact that you have to enter your email address to open them. I know this would make the reporting harder and in somecases not possible but for some of us it is preferrable. The other issue that is casued by having to enter an email address is if they enter it incorrectly it will create a new contact.

Actualizaciones de HubSpot
February 14, 2020 07:41 AM

Awesome, happy to have helped @brotelli!

Estado actualizado a: Delivered
February 13, 2020 06:48 AM

Hey @brotelli

If you turn off the GDPR toggle inside a sales document, then you're able to create a shareable link for the document, that doesn't require the contact/recipient to enter their email address in order to view the document.

1.png

 

3 Comentarios
Estado actualizado a: Delivered
mozkul
Equipo de producto de HubSpot

Hey @brotelli

If you turn off the GDPR toggle inside a sales document, then you're able to create a shareable link for the document, that doesn't require the contact/recipient to enter their email address in order to view the document.

1.png

 

brotelli
Participante

That works, I had called support and was told that it was not possible to not requre it on a document and that was only for an individual email. Looks like they were incorrect because this works.

mozkul
Equipo de producto de HubSpot

Awesome, happy to have helped @brotelli!