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Updating File Property from Submitted Form

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Is it possible to update a file in a contact's record? For instance, if a contact submits a form and later discovers that an incorrect document was submitted, is there a way for a Hubspot User to manually update the file property?

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Community Manager

Hi @swolfe,

 

You can add attachments to a contact record by following the steps here.

 

Thanks,
Jenny


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Q: Is it possible to update a file in a contact's record? For instance, if a contact submits a form and later discovers that an incorrect document was submitted, is there a way for a Hubspot User to manually update the file property??

 

Short A: Yes.

 

Longer A:

A HubSpot User with permissions to update files must manually search for an update the file under the HubSpot Marketing -> Files and Templates -> Files menu.

- see imagehubspot-files-replace.pngHubSpot Marketing -> Files and Templates -> Files

 

 

You'll find the original filename in the appropriate Contact property in the contact record of the visitor who uploaded the file.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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