It’s here! Files at your fingertips with Copper’s latest release 📂

It’s here! Files at your fingertips with Copper’s latest release 📂

The file goose chase 🦆 is over! A new way to access and organize important customer files is here. 

Being in a customer-facing role, you’ve probably noticed your files aren’t always where you need them to be — especially if you’re following up on customer conversations from days or weeks ago. Our newest release puts files right at your fingertips with Copper’s auto-related files and easy access to documents right from Gmail. 

The days of searching through Google Drive folders, emails and message threads are behind us 🚀 You’ll be on the ball with customer interactions and able to spend more time doing actual work instead of searching for that elusive file 🔍

 

Check out this quick video overview:

 

How does it work? 

⚠️ Heads-up! You’ll need to enable this feature to get started. Check “mark synced emails visible and automatically relate files to records” in your settings if you haven’t already. You can access that setting here.

 

Surface your most important client documents where you need them

Your files section has gotten a facelift, and you’ll be able to toggle between three different options: 

  • Your manually uploaded files will continue to appear under Uploads 

  • Under Auto-Related, Files and Google Docs emailed to contacts in Copper now appear automatically on their Person record 💪

  • Under All Files, you’ll see both documents you’ve manually uploaded and your auto-related files 

You can search by name and preview or download the files you need ✨

 

New auto-related files accessible on your People records

 

Discover People files related to Companies and Opportunities 

Company and Opportunity records also got a facelift! You’re now able to explore files added to Person records within a Company or Opportunity. No need to flip-flop between record types to find the document you’re looking for 👀 Click on People Files and select a contact to look through the files associated with their record. 

 

Access People files right from Company and Opportunity records

 

Locate and send documents right from Gmail

Things get even more exciting in Gmail! When you have Copper’s Google Chrome extension installed and you’re composing an email, you can now click the paperclip icon 📎 to add files directly from Copper. When Add from Copper is selected, you can search for files by name or by People, or peruse your most recent files 🙌

 

Add documents right from Copper in your Gmail inbox

 

How do I use this new functionality? 

 

Copper’s new file features are now available to all customers. To ensure everything is working properly, you should: 

🚨Install the Copper Chrome extension to use this functionality in Gmail.

🚨Make sure your synced emails are visible, which allows attached files and links to be auto-related to your records, and your team to have visibility. Go to Settings > Personal Preferences > Email Settings and Templates, then ✓ check “Mark synced emails visible and automatically relate files to records.” 

 

Frequently asked questions: 

 

How far back will Copper auto-relate files? 

Auto-relating files will only happen for net-new files and emails synced to Copper. 

 

What if I don’t want to use this functionality?

By toggling your file view to Uploads, you’ll only see files you and your team have manually uploaded. 

If you don’t want files to auto-relate to records, you also have the option to set “mark emails as private” in your email settings.

 

Does the feature recognize duplicate files?

The auto-relate functionality will recognize duplicate files by file name, content or ID (if it’s in Google Drive or a Google Doc). For example, if a file is shared multiple times in an email thread, it’ll only appear once within the Person record’s auto-related file section. 

 

We hope you enjoy this new functionality and we look forward to hearing your thoughts 🙂

The Copper team

Loving the feature, so much a Google Workspace integration that fits the tune of Copper and why there's no better CRM for Google Workspace, super impressive work!

Wondering if there will be a way to say rename a file or add further metadata (description) to the files it shows? Noticing the team exchanges a lot of screenshots with screenshot file name text, and would be way more helpful if we could name the file to be more descriptive after it is sent off and related to Copper?

Working great!

Like the idea but a bit worried about the privacy options. If there are documents shared that have limited access privileges, will they still appear in the list of Auto-Related files? 

Additionally, the checkbox for this really should be two separate choices instead of one checkbox for the entirety of Emails, Files and Links. This is a big shift and it seems only right that people should have the option to remain at the level of access they were comfortable with before the change.

Emails, Files and Links Visibility:
  1.  Mark synced emails visible
  2.  Automatically relate files to records​​​​​​​

@alex glad to hear your excitement!

As for this suggestion - 

Wondering if there will be a way to say rename a file or add further metadata (description) to the files it shows?

I think it sounds great! Would you mind posting it as its own Idea so that we can push it to the Product team? We’re keeping a close eye on feedback for this launch so I’m glad you mentioned it.

@bdassistant  

 

If there are documents shared that have limited access privileges, will they still appear in the list of Auto-Related files? 

For a Google Drive file, your teammates will be able to see it listed in Copper, but will only be able to access it if given permission through Google Drive. Same for the other way around - you’ll see your teammates’ auto-related Google Drive files listed in Copper, but you won’t be able to open them unless they’ve allowed it in the Google Drive permissions.

 

Additionally, the checkbox for this really should be two separate choices instead of one checkbox for the entirety of Emails, Files and Links.

I’d love to learn more about this suggestion. Do you have a situation where someone on your team should be able to see the content of emails, but not the files attached to that email?

 

Additionally, the checkbox for this really should be two separate choices instead of one checkbox for the entirety of Emails, Files and Links.

I’d love to learn more about this suggestion. Do you have a situation where someone on your team should be able to see the content of emails, but not the files attached to that email?

A hypothetical would be if we have an internal HR or CSM person receive an email from a client with an attachment that contains issues they may be having with their Account Manager. Obviously we would want the Account Manager to see emails between the client and anyone else at our company but we wouldn’t want that Account Manager to see that document that was attached. By Copper not giving an option to individually toggle Emails and Files, this now forces us to educate our clients on a different process to give feedback on the work that we do for our clients.

If the option to individually toggle isn’t ever going to be a possibility, it would be great if the account owner would have the ability to hide the auto-relate section for the rest of the Copper Users, thus effectively keeping Copper operating like it used to, instead of forcing all Copper users to share everything.

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