Features

introduction cloudfiles document generation provides a complete set of capabilities to design, populate, generate from hubspot crm data the features section of the documentation walks through each stage of the document lifecycle, from template creation to data handling, generation and esignature this section is organized into five key subsections, each covering a core part of the cloudfiles workflow docid\ kulqv8xede9lawbki7juo in this section we focus on building and managing document templates using the cloudfiles office add in it explains how to create templates in word, excel and powerpoint, insert dynamic fields and content, preview templates with live hubspot data, and apply formatting to control how data appears in generated documents docid\ bnpd h7t9fo5r6jv8ow6w this section explains how data flows into templates from hubspot it covers how cloudfiles accesses hubspot records, which objects and fields are supported, how resources are created to fetch related or repeatable data and how template actions apply this data to generate structured documents docid\ r3nxugk5wespoq4mx7eot this section provides a centralized view to manage and monitor all document templates created using cloudfiles document generation docid 9y6s2h4kw hxrqjqx96a this section covers how published templates are used to create documents from hubspot records it explains manual document generation using the doc generation widget and outlines upcoming support for automated document generation through hubspot workflows docid\ dsscmyj9rel8zqo9hylqf this section explains how cloudfiles integrates with docusign to enable end to end document signing it covers setting up the docusign integration, defining recipients, placing signature and input fields in templates, and routing generated documents for signing directly from hubspot