Upload files and create folders

Users with the required role and drive-specific permissions can upload files and create nested folders in My Drive or Shared Drive.

Upload a file

1. Open the correct portal, record, drive, and folder.
2. Select Upload.
3. Choose a supported file from the device.
4. Wait for the upload or background operation to complete.
5. Confirm that the file appears in the intended folder and can be opened or downloaded.

Create a folder

1. Open the parent folder.
2. Select New folder.
3. Enter a clear folder name.
4. Create the folder.
5. Open it and confirm that the breadcrumb and tree view show the correct location.

Requirements and troubleshooting

• The user needs the required file or folder permission and the drive must allow create actions.
• Upload behavior can depend on file size, type, account storage, and asynchronous processing.
• If the result does not appear immediately, review the relevant job or notification before retrying.
• If an upload fails, confirm that the file is within the supported per-file limit and that HubSpot File Manager has available storage.

Figure: Upload a permitted file to the selected customer folder.