Troubleshooting

How do I upload and share documents?

You can upload documents under the Sales tool.

With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.

Add a document

  • In your HubSpot account, navigate to Sales > Documents.
  • Click Upload document, then select the import source for your file. Your file format must be .pptx, .pdf, .docx, or .xlsx.

Once the document is uploaded, it will appear in your documents dashboard.

Share your document with contacts

You can share documents with contacts via a shareable link or within an email template. HubSpot automatically applies tracking when you share a document, so the document's owner will receive a notification when a contact views the document. You can also require recipients to enter their email address before viewing the content.