Introduction
The Document Sharing setup and configuration in CloudFiles defines how documents are sourced, shared, secured, and accessed within HubSpot. This article provides an overview of the key configuration areas involved in enabling and managing Document Sharing, with detailed instructions available in the individual articles.
1
The Account Setup section covers the foundational configuration for Document Sharing. It includes enabling storage connections and defining global sharing settings such as branding, default link behaviour, compliance requirements, and viewer customisation, which apply across all newly created sharing links.
2
The Setup Wizard provides a guided approach to configuring Document Sharing. It walks users through connecting a library, creating a sharing link, configuring link settings, and optionally setting up a custom domain. Each step includes a video walkthrough to support accurate setup.
3
License Management controls user access to Document Sharing features. Admins can view license usage, invite users, assign roles, and manage the total number of Document Sharing licenses.
4
Usage view in Document Sharing provides visibility into how sharing activity consumes credits and storage. It covers the usage summary card, storage usage, feature usage metrics such as links created, datarooms, document views, and email interactions tracked, as well as historical usage trends, breakdown by flow action, and guidance on purchasing additional credit packs if needed.