Sales Documents Nested Folders

What is it?

Sales Documents now supports multi-level folder hierarchies, allowing you to organize, move, and manage sales collateral in nested folders.

Why does it matter?

As document libraries grow, a single folder level makes it difficult for sales teams to find key content and match their specific sales structure. This can lead to confusion and the accidental use of duplicate or outdated documents.

By enabling nested folders, teams can organize content in a scalable, intuitive hierarchy. This saves time, reduces administrative errors, and keeps sellers focused on closing deals rather than hunting for PDFs.

How does it work?

Nested folders extend the existing Sales Documents experience by allowing you to create layers of organization. To get started, navigate to Sales > Documents.

Creating Nested Folders:

1. Open an existing folder.
2. Click New folder.
3. Enter a name and click Create folder. The folder is created inside your current location.

Moving Items:

Documents and folders can be reorganized without re-uploading. Select your items, click Move, and choose your destination in the folder modal. You can even create a new folder directly from the move screen.

Navigating Your Library:

• Breadcrumbs: To make deep hierarchies easy to navigate, clickable breadcrumbs now appear on index, folder, and document detail pages.
• Unique Naming: Folder names must be unique within the same parent folder. If you have existing duplicate names, HubSpot will automatically append a "(1)" to the most recent version to ensure clarity.
• Search: Results now display visible folder paths so you know exactly where a document lives.

Note: Existing document links and deep links remain valid even if you rename or move folders. Access is still managed at the individual document level; folder-level sharing is planned for a future milestone.

Who gets it?

Sales Free, Sales Hub Starter, Sales Hub Professional, Sales Hub Enterprise, Service Free, Service Hub Starter, Service Hub Professional, Service Hub Enterprise

Note: Shipped to Private Beta initially, with broader rollout following validation.