Great minds think alike

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

Currently, the file preview makes very bad use of screen space:   It's hard to see anything in this window, even with small documents.   The value of having a "preview" per se is negated by the fact that still the entire file needs to be downloaded, so why not just display the file using the entire screen?     (at that point, the question comes up whether the UI elements are even needed or whether the file could just be downloaded and displayed with "Content-Disposition: inline") ...read more

If a company wants to use HubSpot as its system of record for CRM it needs to have the ability to be the repository of all documents related to its customers.  Contracts, NDAs, MOUs, SOWs, etc. etc. etc.   As it exists now, HubSpot's "attachment" feature (for Companies, Deals, Contacts, etc.) is not a fitting document repository.  At the very least, I need the ability to search for an Attachment by file name - which does not seem to be supported.  I spent so long today searching for an NDA - going to the Company record...continually hitting "Show More"...scanning the list of partial file names for NDA...eventually finding it at the Deal level (because it wasn't associated with the Company).   I can think of so many ways to improve HubSpot's Attachment feature, but for now I'm going to keep it to "as an account executive who needs to find a particular file associated with a Company, Deal, or Contact I want to be able to search for the file by its filename".   If you want some more ideas to improve (although there are several obvious ways) I would refer you to the 8 related ideas that have been submitted on this topic in the past 12 months:   7/25/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Manage-errant-email-attachments-in-the-attachment-section-of-a/idi-p/670556 6/13/22 - https://community.hubspot.com/t5/HubSpot-Ideas/View-all-attachments-in-the-same-place/idi-p/648547 5/23/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-explore-and-search-through-Deal-Attachments/idi-p/637352 5/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Better-attachments-management/idi-p/633413 2/21/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments/idi-p/580428 2/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414 1/5/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Make-attachments-searchable-and-suppress-irrelevant-attachments/idi-p/550302 12/6/21 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-OVERHAUL/idi-p/537445   ...read more

We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked documents can be found. ...read more

If we are unable to change a default File URL Visability to No Index. Atleast allow us to sort by the current state, so I can manually change them, as you can sort with all other information on the Files table. It is time consuming to have to look through page after page to ensure images are not public and indexed.   ...read more

There's currently no way to sort files and folders by usage. You have to look at the details of each file in order to see if it's being used anywhere. If you ever want to clean up your files, this means a long and tedious audit. There should be a way to sort by use at the very least. ...read more

We have a problem with any images in an email showing up as attachments on the company record. This puts hundreds of attachments in the attachments section making it really hard to find actual attachments like contracts or PDFs. Would be nice to solve for this. I can think of two potential solutions.  1) make it so these errant images don't get put as attachments in the attachment section 2) Make it easier to search through attachments, or bulk manage/delete them.   ...read more

Hi, The File area should give the ability to restrict access to folders based on Users&Team, so that the sales team do not messes with marketing files, and some content can be restricted based on users or team ex: area for investors -> files should not be viewable by any sales trainee working in HubSpot thanks   ...read more

It would be great and a huge time saver for when you changed the 'Default File Manager Hosting Domain', it would apply this retroactively as well to files already added to pages or posts. ...read more