HubSpot Ideas

KPhillips42

Option for associating Documents with company, contact and other objects

Would like the option to associate the "Documents" that are uplaoded and tracked in the Sales>Documents section to companies, contacts and other ojects.

 

Right now if you want to associate your document with a company you have to download it from the document section, upload it as a file and attach to a company or contact record that way. You lose all view info and it doesn't link back through to the documents portal.

 

Add a "Documents" card to the sidebar of company, contact and other objects then. In the same way that "attachments" to get visibility from a company record of the associated documents with this company. See views and any other info you would in the Documents portal.