Contacts

Add and remove attachments from records

Last updated: August 14, 2018

You can manually upload files and attach them to your contact, company, and deal records to provide helpful context. 

Please note: when you send one-to-one emails in HubSpot, any attached files will also automatically be added to the Attachments section of the record. 

Adding an attachment

  • Navigate to your contacts, companies, or deals.
  • Click the name of the contact, company, or deal record.
  • In the left sidebar, scroll down to the Attachments section.
  • Here you will see a list of attachments for this record.
  • Click Upload to upload a file from your computer or click Choose from shared files to select a previously uploaded file.

  • The file will appear in the Attachments section and will also be added the contact, company or deal record as a note in the timeline.

 

Removing an attachment

  • Click the name of the contact, company, or deal record.
  • Find the attachment engagement on the timeline (you can use the Filter timeline button to filter for Notes). 
  • Click the Actions dropdown on the attachment engagement and select Delete.

  • Refresh the page to see the attachment removed from the left sidebar.

Was this article helpful?

If you still need help you can get answers from the , or to contact support.