Sales Hub Tools

RFarr
Miembro

Why can't I attach documents to emails

resolver

When i am sending an email i clikc on the paperclip icon.  Then select "choose existing".  It gives me a list of all my branding files.  But shouldn't also present a list of all my Stored documents under Sales>Documents ? 

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1 Soluciones aceptada
webdew
Solución
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Why can't I attach documents to emails

resolver

Hi @RFarr ,
The documents in HubSpot is for a different purpose. The document you are uploading in the sales > Documents, you can share them with your contacts by creating a shareable link.  Check thsi article here.
In email, when you click the paperclip icon, the files you will see are the files from Marketing > Files and templates > Files.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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1 Respuesta 1
webdew
Solución
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Why can't I attach documents to emails

resolver

Hi @RFarr ,
The documents in HubSpot is for a different purpose. The document you are uploading in the sales > Documents, you can share them with your contacts by creating a shareable link.  Check thsi article here.
In email, when you click the paperclip icon, the files you will see are the files from Marketing > Files and templates > Files.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.