Overview
The Documents tool in HubSpot enables your team to create and manage a shared library of files. Documents can be shared with clients, accessed by users, and used across your account to streamline communication and resource-sharing.
Document Storage and Access Limits
To upload, view, and share more than five documents, users must:
1. Have a **Sales Hub** or **Service Hub** Professional/Enterprise seat.
2. Or be a user in a **Starter** account with a Core seat.
Users without these permissions can still upload up to five documents, and view only the first five if the account exceeds this limit.
Adding Documents
1. Go to Library > Documents.
2. Click Upload Document and select a .pptx, .pdf, .docx, or .xlsx file to upload.
3. To preview, download, or delete your document, click the Actions dropdown menu, then select Preview, Download, or Delete.
Note: Documents are publicly accessible; avoid uploading sensitive or confidential files. Files stored here are hosted by HubSpot and are visible to all users in the account.
Sharing Documents with Contacts
Documents can be shared through email or by creating a unique, trackable link:1. Go to Library > Documents.
2. Create a Link for the document, adding the recipient’s email to track views.
3. Copy the link or attach it directly to an email.
HubSpot automatically applies tracking when you share a document, so the user who shared the link will receive a notification when a contact views the document. You can also require recipients to enter their email address before viewing the document. Shared links are publicly accessible and display the name and email of the person sharing. You can also require recipients to enter their email to view the document for tracking purposes.
Organizing and Managing Documents
- Use Folders to organize documents.- Manage Sharing options to control access for specific team members.
- Enable Data Privacy on individual documents to collect user consent when sharing.