This would be incredibly helpful! I upload a lot of docs for sales team and use the links in crafting copy for them but want them to be notified of document views.
This is a must as if the Orginal Document Owner Leaves the organisation the only way to fix the problem removes the uploading of all the documents again
Completely agree. In my view, Sales Documents is the single biggest weakness of Hubspot. And the issues should all be easy to fix, including the issue I reported here over 2 years ago. The tracking of Sales Documents is working. The problems are:
Only Document Owner received alerts (email and feed) of any engagement with the Sales Document. But rarely is the Document Owner also the Sales Rep. Hence good point you make in this ticket. But I think the issue is beyond changing the document owner. The real issue is that the Contact Owner, should be alerted when the target clicks on a Sales Document. So if you have 250 sales reps utilising your latest brochure, the only route forward (as advice by Hubspot) is to upload the same brochure 250 times.
There is currently no way of re-assigning a Sales Document to a new owner. So if the person that uploaded e.g Whitepaper X leaves your company, the only solution is to re-upload the same whitepaper.
It is not possible to use clicks on a Sales Document as a trigger e.g. for enrolling a contact, or a workflow e.g. to trigger an automated follow-up task. This makes no sense as described here.
This is absolutely necessary. The tool setup doesn't reflect how most teams work in practicality. Changing the owner of a sales doc is so needed. PLease please build this out soon! or at least allow better tracking in the marketing files tool so we can send documents that way?
Likewise! This is causing an issue where clients sent a document from a previous team member, see it as associated with that team member, and are attempting to schedule sales calls / meetings with a team member no longer with the company. While it's possible to upload a new document, this doesn't help folks who were already in the pipeline from a prior team member.
ughhh, all our documents were uploaded by an employee who is no longer here, and where we have deactivated that employee in Hubspot and our email system.
So the best I can do is reactivate their email address in email and wade through all the spam they get to see if they get anything.
Assigning documents to a Person vs. a ROLE Address (like sales@) is not a feature but a bug in Hubspot.
Bumping this again! We have a lot of document owners that are no longer with the organization and the picture, name, and email address associated with the document is out of date!
Maybe I am missing a nuance here but I was just running into a similar problem as described in this thread. It appears that now the document uploader is irrelevant, the document gets tied to the person who creates the shareable link. Therefore several "owners" can route people back to the same document through link creation. Hope this helps.
Has this been resolved, or has a workaround been created? I upload documents for my team. The sales team should be the contact for the 'Let's meet' or 'Email me' CTAs. I would rather not be the person these queries are directed to. Can I set the point of contact for someone else, even though I uploaded the document? Thanks!
This may or may not be helpful, but what I found was the document owner is actually irrelevant based on how they have it setup. Anyone can modify it and get share links that are connected to the senders account. Am I off in this understanding?
Thanks! Yes and no. It makes sense in the shareable aspect, but what if the document is inserted on a website? Does that same logic apply? I created the document link and am editing the page but do not want to be associated with the document. Would I need to create a 'Sales' user and have that user create and share the document link?
@CKilgore My understanding and experience (disclaimer - not a certified expert) is the idea is the document is always coming from someone (presumably a Salesperson) - and that person would be the one to send the link, as the document has a feature where it ties to your calendar and the prospect can book a meeting directly with the document sender (salesperson) from the PDF Hubspot viewer. Does that make sense? So the creation and ownership of a document becomes irrelevant once sent by another user. The end-recipient will not see any association to the original owner, and the link tracks opens separately for each link created by each user. Makes sense?
@CKilgore Sorry I think I missed the website element in my first response. I would say whoever is responsible for following up on inquiries from the website, it would make sense for that person to be the sales user and have the document tied to them so they can view opens, etc - because it, as you know, shows who has opened, etc. You might be able to create automation that if someone opens the document more than once, it would pop up as a warm lead on your pipeline, or have an auto task created to follow up with an email, call etc. "Forced" ownership actually makes sense when it comes to a sales workflow
