Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is having difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. Resulting in
1.) confidential, sensative, or internal client materials becomeing attachements in hubspot
2.) the proliferation of versioned documents appearing as multiple attachements in hubspot
3.) images from email signatures are being tagged as attachments
additionaly, when we manualy remove an attachement in hubspot, that document will re-attach the next time the contaning email thread is replied to.
Is is possible to have an opt out option for this functionality? Either at the user level, meaning a user can opt to have none of their email attachements pushed to the contact, deal, company in hubspot. Or at the docuement level, meaning when an attachement is being sent an option will apear asking if the document should be attached within hubspot.