Adding Folders

When you add Files to Projects or Organizations or Leads, is there a way to create folders to group the files? 

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Comments

13 comments
  • Hello Mark, thank you for posting!

    It's not possible to create folders to group files. 

    Thank you for letting us know you'd like to see that added!

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  • @jessica -

     

    Is there any plans/timeline of adding this as a suggestion? I'm having a hard tie believing Mark and I are the only ones needed this feature. Thanks!

     

     

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  • Hi Jennifer! I wasn't able to find a request similar to Matt's so I'm going to move this post to Ideas & Suggestions so the community can vote and comment. At this time, we do not have plans to add such a feature. Thanks! 

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  • Hey guys, 

    If you use Google Drive to keep track of your files you can add Google Drive folders to the files tab. I use that feature all the time but we use drive to keep track of all of our files as well as a server.

    Hope that was helpful!

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  • Great tip - Thanks, Monique!

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  • is there a way to have an external programmer do that using the API maybe?

     

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  • Simply accessing google documents is not good enough. We need to be able to create folders in Google Drive through the Insightly interface. The interface allows for uploads but if all we can do is work with the folders already there it's nearly impossible to manage.

    G Suite users that use Insightly could have a really reliable document management system if you would add this feature. Right now using Google Drive with Insightly is more of a novelty unless you want to take several extra steps in your document management by managing and creating or uploading folders and files using Google Drive, then return to Insightly to link them up.

    This should not be to difficult to implement within the existing system, Google already provides for it in the API.

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  • I am trying to find where I can vote on this... I did not see a way to search for this under Idea's & Suggestions and I don't have time to go through pages of Ideas & Suggestions to find it.  I could really use a way to create folders in the files section, also.

    Thanks!

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  • Yes i would like to vote on this also as this would be a much appreciated feature to have. Files should be able to be managed a bit better. 

    Would be grateful for this update 

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  • Also interested in getting folders added to the Files.  Any plans to add this feature in future updates?  

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  • Would be great to have a desktop folder in Googledrive fashion that automatically syncs files from Insightly to computer. Saving in either location would sync to both locations. 

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  • need to be able to add folders to segregate files

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  • This would be extremely helpful in our application. I need to be able to group all of the files that are added to a project or opportunity. Also it would be helpful to have a way to select multiple files if you need to delete them instead of selecting files individually. 

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