Status: Delivered
When selecting a document while writing an email, there is no reflection of the document organization via folders. See the example here. We have an “archive” folder where we put older versions of the same document. Well, I can’t really tell the difference between these two files.
Not showing the folder heirarchy when inserting documents kind of defeats the purpose of having folders, doesn’t it?
I agree.
We often sort content by some qualifying folder, like “manufacturer” as an example. Not having the ability to see the folders from the “insert document” window, creates a painful mess when trying to find the content. Especially, if it’s not been uploaded with the correct naming convention.
I agree! Why did I go through the steps of organizing my sales documents only to have them not be organized for my team when they need to find the right document when writing an email? This seems like it should be an easy fix on the developer side since the platform allows me to create folders. Can we get an ETA on this fix?
I have uploaded a bunch of sales documents into organized folders within Sales Hub but when I go to attach a document in my email they are all in one list vs viewing them in the organized folders. What’s the point of me organizing the files into folders if they aren’t visibly organized anywhere else for the rest of the team?
It’s valuable for the sales team to know where to find the right document when emailing their prospects. i.e pricelists, crop-specific flyers, labels and lab reports.
I see plenty of other users are commenting on this being an issue. Can someone please address this and let us know where this is in the queue to fix?
Image 1 - Disorganized files when attempting to insert them into an email. This includes ARCHIVE files. Yikes!
Image #2- How I see the folders in the documents tab in HS as it should appear for all users when attaching a document in an email.
I was about to request the same thing when I find your post.
This would be soooo helpful
When adding a document to an email, using HubSpot documents, on a Contact, Company, Ticket or Deal record, HubSpot shows the structure of document folders.
When adding a document in the helpdesk, HubSpot only lists all documents rather than presenting the folder structure.
Hello from the Sales Hub team. Folders are now displayed in the Insert document modal when initiating an email from the CRM record (Lead, Contact, Company, etc.).
However, we aren’t properly filtering folders based on the owner like we are with documents. You can see folders do not have the “Created By” column populated. This means that the default view, where Owner = (Me), does not display folders in the search results. Our team is working to fix this, but in the meantime, you can see folders by updating the Owner filster to “Any”.
I will provide another update once the filtering issue is resolved. Thank you for your patience and continued feedback.
Sincerely,
Ryan
Hello from the Sales Hub team. Folders are now displayed in the Insert document modal, regardless of what filters are applied.
We could not have resolved this issue without your help. Thank you all for taking the time to submit, vote and comment on this Idea.
Sincerely,
Ryan
