Tickets & Conversations

Josiah
Member

Ability to add a PDF to a Note

SOLVE

Having limitations on what kind of files to attach to Notes is severely limiting in the Service side.  Often times we want to attach documents or schematics that are relevant to the Service Ticket, but cannot.  
My only workaround at the moment is to take screenshots of these in as high a res as possible and attach them.  But this is a VERY poor substitute in many cases.
In my opinion this is a truly basic function that should be available.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to add a PDF to a Note

SOLVE

Hi @Josiah,

 

Have you considered adding an attachment to the file? https://knowledge.hubspot.com/contacts/add-and-remove-attachments-from-records

 

Once uploaded, you can right click the file in the sidebar, copy the link and paste it into a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to add a PDF to a Note

SOLVE

Hi @Josiah,

 

Have you considered adding an attachment to the file? https://knowledge.hubspot.com/contacts/add-and-remove-attachments-from-records

 

Once uploaded, you can right click the file in the sidebar, copy the link and paste it into a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.