HubSpot Ideas

Josh_C

Subfolders or Tags for Documents

Currently, we can only create 1 folder level in the /Sales/Documents/ section.

 

We need subfolder options.

 

For instance:

/Documents/Client1/SlideDecks/Pitch1.document

/Documents/Client1/Pricing/Pricing1.document

 

And/or, tags would be useful for sorting. 

 

For instance:

<sort by all tags containing [Client1]> = doc1, doc4, doc11... etc.

 

(a 'pinned' feature would be nice too so we can pin the most used folders/docs at the top rather than have to rely on alphabetical or time sorting)

 

I can create subfolders in nearly any other app/directory. I can tag just about anything as well. HS has so many advanced features, why can't we perform these simple functions? Especially when you get into 100s of documents, organization is critical.

8 Replies
JoSF
Member

Need this exact feature for attachments as well. I need to tag on a company's attachments which documents are their contracts.

RohiF
Member

Need this exact feature for attachments as well. 

vanessahunt
Top Contributor | Platinum Partner

Agree this is urgently needed!

 

I would like to see both sub-folders and tags too. Also an automated Document File Type recognition (Presentation v Spreadsheet v Image).


Would be useful to see which files are used most frequently, and when the last version was uploaded.

 

(Salesforce's old Content Management functionality included the relevant attributes that would be needed...)

TOrr
Member

Yes, this feature is urgently needed and a HUGE roadblock. Please implement this ASAP!

jspbx
Participant

this would be super helpful and is needed for us as a company aswell! Please implement 🙂 

NTubach
Contributor

Still need subfolders!

IvanFH
Member

Urgently needed! 

NTubach
Contributor

This seems like it would be relatively easy to implement. We desperately need this.