クリエイティブな才能を開花させよう

RHenderson2 · ‎2 26, 2024

The goal is to have an automated Zip file creator, which allows my visitors to download multiple files at once. These files are sorted by a HubDB table. Details: My products have a wealth of informational documents associated with them. Spec sheets, user guides, 3d step files, viewer software. etc. When a visitor wants a user guide, we ask for name/email. Next visit if he/she wants a different file, we then ask for job title. HubSpot progressive fields at work. All good! But... In addition to this, what if we add a button to rule (download) them all? The visitor fills out a long form and gives the 6 qualifiers my Sales team wants. First name/last name/email/job title/phone/country but in return, they get the entire suite of files associated to the product. Sometimes the same file is used for multiple products, so a manually created zip file will not do. When one of these files is updated, ALL copies need to be updated as well. To counter this, we can pull the file names from a HubDB table and package them into a zip folder on demand. No more updating the same file in multiple places and the visitor has all the information they need to help them in their buyer's journey.

mfinocchiaro · ‎3 3, 2017

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.

KPhillips42 · ‎12 6, 2023

Would like the option to associate the "Documents" that are uplaoded and tracked in the Sales>Documents section to companies, contacts and other ojects. Right now if you want to associate your document with a company you have to download it from the document section, upload it as a file and attach to a company or contact record that way. You lose all view info and it doesn't link back through to the documents portal. Add a "Documents" card to the sidebar of company, contact and other objects then. In the same way that "attachments" to get visibility from a company record of the associated documents with this company. See views and any other info you would in the Documents portal.

DWilkinson1 · ‎12 5, 2023

I think having the option to auto-sort all media uploads from a form into a folder in the files section would be extremely useful. At the moment when someone uses a form that asks for a media upload, the file sits in the form submission section and is attached to a contact, making it hard to find and sort. Having the option to send the files to a folder would make this much easier to sort through. For instance, we are asking some of our customers to send in handover pictures of their new cars. If we get hundreds of submissions this means we will have to save each file one by one, when a folder with them in it would save a tonne of time.

PGarcesLamber · ‎1 31, 2024

it will be great if we can review video analytic just like we review templates performance

RDuthie · ‎5 31, 2023

How cool would it be to sort modules by folder in the content builder? For example, in Design Manager I'll create an folder within the "modules" directory in my theme called "New Update 2022" and add a bunch of modules inside of it. So if I now open the Content Editor, I have modules listed under "New Update 2022". Instead of it being lumped out with other theme modules its categorized as per the folders in the "modules" folder in the theme. This would immensily help with structuring themes and child themes specifically, especially when it comes down to handing over work from developers to marketing.

inboundlaura · ‎2 9, 2023

Hi there, we're facing the following challenge: We're using business units to manage our two brands in HubSpot. From external it should not be guessable that those two brands belong to the same company. So hosting files in the file manager is a problem for us because you can only select one domain for the entire HubSpot account. We don't want to use the HubSpot default domain: And not either can we use one of the two brand domains that are connect with HubSpot because with that the files from brand B will be stored in the domain of brand A. We're aware of the option to change the domain for single files. But this is not practicle for us. What we need: We need the option to separte the file manager when using business units. We need to be able to select different domains for the storage for each business unit and therefore the option to select the desired file manager domain when uploading data into the file manager. Let me know what you - the community and the HubSpot product team - think about this. Cheers, Laura

hadigital_kolby · ‎10 18, 2021

1. This is for anyone using the CMS platform. 2. Our goal is to bulk delete all images in HubSpot that are not being used on CMS pages. 3. The value of this is time-saving. My client is a custom home builder. They have hundreds of images and multiple copies of the same image living in HubSpot. They want to clean up their portal by deleting unused images but there is no easy or convenient way to do this now. 4. Not to my knowledge. 5. I imagine when in Files, once you select images, there is the "Active files" or "Archived files" dropdown. Perhaps in Active files, there is the checkbox that says "Show all unused images." Something to that effect.

maris7 · ‎10 14, 2019

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

EBauer · ‎9 14, 2022

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

クリエイティブな才能を開花させよう

Zip file creator for multiple file download

Tracking Documents from File Manager

Option for associating Documents with company, contact and other objects

Media Upload in form autosent to folder

video analytics

Sort Modules By Folder In Content Builder

Provide file manager for business units

Bulk Deleting Photos That Aren’t Used

Restrict access to File Manager

Attachments are practically unusable (unsearchable)

実装済み

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