The Company Folder Extension integrates directly into your HubSpot portal, providing every Company record with a dedicated space for all your essential documents. Say goodbye to external storage services and managing multiple logins. This extension lets you and your team handle all important files such as contracts, marketing materials, proposals, and more within a streamlined, organized folder structure right inside HubSpot.
Upon installation, the extension automatically creates a top-level folder named "Company Folder" in your HubSpot Files. Every individual Company record then receives its own subfolder within this main directory, ensuring your files stay neatly organized and easily accessible.
Getting Started
Installing the Company Folder Extension is straightforward. After installation from the HubSpot Marketplace, the "Company Folder" is automatically set up in your HubSpot Files. Each time you open a Company record, you'll find a dedicated "Files & Folders" section ready for immediate use.
Using the Extension
Managing your documents is intuitive:
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Upload new files directly from the Company record page.
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Rename files easily to maintain clear, consistent naming conventions.
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Set file permissions to control access, making documents either private or shareable via public links.
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Create additional subfolders for categories like "Invoices," "Marketing Assets," "Contracts," or "Legal Documents" to further enhance organization and retrieval.
Pricing and Upgrades
The Company Folder Extension is entirely free and includes all essential features needed for efficient document management. This free version is suitable for most teams, offering seamless integration and straightforward usage within HubSpot.
For users who require advanced hosting options or dedicated environments, a paid upgrade is available. This upgrade provides specialized hosting and enhanced customization for teams with unique requirements.
