HubSpot Ideas

ghrs123

Rename Client Attachments

We need to have a way to rename client attachments because otherwise we have to download things that clients send, rename them and them upload them. Its a huge waste of time.

 

Clients often name attachments they send with random words or numbers and this makes it difficult to figure out what attachments have to do with.

6 Replies
SCroft
Member

Yes please!!!!

K_Xavier
Participant

I agree, I need that function in deals and tickets. 

BVielle
Member | Elite Partner

It would very useful to have the ability to change the name of the attachment once uploaded.

Currently, we have no choice but delete the attachement (if it is automatically uploaded) rename it and re-upload it... not very convenient.

katiebroyles
Participant

I have a lot of users that would love this capability, especially when associating an attachment to a deal record where it might be documents specific to contracts related to the deal.

Scoobs
Participant

This would be great. I've asked support to also merge with this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Rename-attachements-in-contact-pages/idi-p/827366#rep...

Scoobs
Participant

This would be great. I've asked support to also merge with this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Rename-Client-Attachments/idc-p/865820#M157725