Tips, Tricks & Best Practices

KBakhtvar
Miembro

Upload Files Email Attachment

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HS crew,

 

I am trying to upload a file, so that I can quickly attach it as a "Choose existing" option when sending an email from HubSpot.

 

Where are the Files and Templates > Files drop-down menus? Can't find the file manager.

 

I do not see it under the Marketing drop-down on my toolbar, as referenced here: https://knowledge.hubspot.com/files/upload-files-to-use-in-your-hubspot-content

 

 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Hi @KBakhtvar,

 

That's unusual, what happens when you access this link? https://app.hubspot.com/files/1234567 (replace 1234567 with your own portal ID)

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Glad it worked, have a great day!

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.

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Hi @KBakhtvar,

 

Are you creating a marketing email or a sales email? Could you share a screenshot of the interface that you're looking at? That will make it easier to point out where you can upload/find the files.

 

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.

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KBakhtvar
Miembro

Upload Files Email Attachment

resolver

Creating a sales email. See attached for the dropdown under "Marketing", where I believe the File Manager button was previously located--

 

Capture.JPG

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Hi @KBakhtvar,

 

It looks like someone removed the access to files from your HubSpot permissions. There is a specific toggle in the settings for that: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#marketing (see bullet point "Files")

 

You'd have to talk to an admin or the super admin in your portal to grant you these permissions again.

 

Hope this helps!

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.

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KBakhtvar
Miembro

Upload Files Email Attachment

resolver

Thanks, Karsten.

 

I am a super admin. Looks like I have access to everything.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Hi @KBakhtvar,

 

That's unusual, what happens when you access this link? https://app.hubspot.com/files/1234567 (replace 1234567 with your own portal ID)

 

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.

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Robin_Miller
Colaborador

Upload Files Email Attachment

resolver

Hi Karsten

 

I've just found this.

When I go to app.hubspot.com/files/{my ref} it does give me the Files page, so thanks for that.

Where do I find this page in the menus? I can't seem to find it anywhere!

 

Thanks

Robin

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KBakhtvar
Miembro

Upload Files Email Attachment

resolver

It takes me to a login page, I click login, and am met with this error message. I click "this link", and it directs me to my reports dashboardCapture.JPG

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Upload Files Email Attachment

resolver

Hi @KBakhtvar,

 

Before clicking the link, did you replace 1234567 in the URL with your own portal ID? You can find your ID by click NLX in the upper right of your screen.

 

Best,

Karsten

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.

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KBakhtvar
Miembro

Upload Files Email Attachment

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Thant worked! Karsten, you are a **bleep**. Thank you sir!!