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.

9 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
Contributor

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
Contributor

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

AHubbard2
Member

Would love the option to rename attachments! This would be extremely useful for our company as it would create much better organization and efficiency.

MHall08
Member

This is an amazing idea. We definetely need this as an option for ease of use and overall better oraganizing. It also makes skimming for what you need 10 times easier.

Scoobs
Contributor

What are we waiting for. How do any of these suggestions ever get on the roadmap? I never hear anything from HubSpot from all our efforts here.