How you can upload and share documents in HubSpot

Documents tool in HubSpot allows you to upload and share documents with your contacts.

Go to Sales > Documents in your HubSpot account.
Click Upload new document, then select the source from where you want to import your file.
Once the document is uploaded, you can see it on your documents dashboard.

Go to Sales > Documents in your HubSpot account.
Hover over the document, click the dropdown Actions, then select Create link.
Enter the recipient's email address to whom you want to send the link.
To track the individuals who has view this document, click Share Options, then switch on the toggle Require email address to view document.
Click Create link.
Either, click Copy to copy the link, or click Compose email to send an email with the document link.

Go to Conversations > Templates in your HubSpot account.
Either, click New template, or click a template name to edit an existing one.
At the bottom of the template editor, click the dropdown Insert, then select Document.
- Click the dropdown Document and select a document to add.
- Enter the text to display for the document link in the Link display text field.
- Select the checkbox Require email to view document if you want to track who views the document.
- Select the checkbox Include link preview to display a preview of your document in the email body.
Click Insert.

Go to Sales > Documents in your HubSpot account.
Click New Folder to create the folder in the upper right corner.
- Enter the name.
- Cick Create folder.
Hover over the document name and click dropdown Actions.
- Click Download to download the form.
- Click Move to move the form to a folder
  - Serach and select for the folder name.
  - Click Move.
- Click Manage sharing to restrict access to the document.
Click the document name
- Enable GDPR by switching on the toggle Enable Privacy and consent.
- Click dropdown Actions to take further actions on the document.
- Click dropdown Re-upload to re-upload the document.