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How to View Attachments from Form Submissions in HubSpot

A Quick Guide to Accessing Uploaded Files in Your HubSpot CRM

If you're looking to access attachments submitted through a form in HubSpot, this guide will help you navigate the process smoothly.

Step-by-Step Instructions

  1. Log In to HubSpot: Start by logging into your HubSpot account and navigate to the CRM section.

  2. Go to the Contacts Tab: Select the "Contacts" tab or the relevant object related to your form submission.

  3. Open the Contact Record: Locate and click on the specific contact record associated with the form submission you’re interested in.

  4. Find the Attachments Section: In the right panel of the contact record, scroll down until you see the "Attachments" section.

  5. View Additional Attachments: If the list shows more than five attachments, click on the "Show more" option to view any additional files.

Important Considerations

  • Understanding File Properties vs. Attachments: It's important to note that attachments submitted through forms are not searchable or filterable. For improved organization, consider using file properties to manage uploaded files more effectively.

  • User Permissions: Make sure you have the necessary permissions to view file properties if you're unable to see the uploaded files.

By following these steps, you should be able to easily locate and review attachments from your form submissions within HubSpot CRM. If you have further questions or need assistance, feel free to reach out to customer support.