Do you ever feel like you're playing an endless game of ping-pong with your colleagues or customers over email attachments? Sending and receiving multiple files can quickly lead to confusion and a tangled mess of versions in long email chains. Fortunately, HubSpot has introduced a new feature to end this chaos: the centralized attachment management system.
Key features
➡ View a list of all attachments for a record, sorted in one centralized location.
➡ View the metadata of your files, including upload date, source, size and file type.
➡ Filter your attachments by file type and source to find exactly what you need.
➡ Search your attachments by file name and file type.
➡ Rename your attachments.
➡ Use bulk actions by downloading or removing multiple files at once.
➡ Add existing attachments in HubSpot or from your computer.
Benefits for your team
The new "View All Attachments" feature increases your team's efficiency and reduces the likelihood of version control issues. By managing all relevant files in one centralized system, you can:
- Improve collaboration by providing easy access to the attachments you need.
- Ensure data consistency and reduce the risk of misplaced or outdated files.
- Save time by quickly locating and managing attachments.
Are you ready to manage your attachments? Explore the new "View all attachments" feature in HubSpot!
Do you have any questions?
Send an email to hubspot@actuado.com.
