Setup & Configuration

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 account setup docid\ jdunbby5pzhigij1y60zc 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 setup wizard docid\ mhzabeecjrfpp5kcymwtg 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 license management docid\ xxo3jqnpfgkdufr1 x6uf 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 usage docid\ af9k 2jhl4qz oi9v41rw 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