Sep 18, 2026
Work with record email and activity history
WoodsPortal can expose email interactions and paginated activity history for ...
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Knowledge Base
Topic
files collaboration
Manage files, notes, and collaboration features between your HubSpot account and customer portal.
Sep 18, 2026
Add record notes, images, and attachments
Authorized portal users can view, create, and update notes on HubSpot records, ...
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Sep 18, 2026
Understand WoodsPortal file storage and download limits
WoodsPortal customer files are stored in the connected HubSpot File Manager. The ...
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Sep 18, 2026
Upload files and create folders
Users with the required role and drive-specific permissions can upload files and ...
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Sep 18, 2026
Preview, download, and copy links to files
Portal users can preview supported files, download authorized files, and copy a ...
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Sep 18, 2026
Use My Drive and Shared Drive
WoodsPortal can provide a record-specific My Drive and a portal-wide Shared Drive. ...
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