Introduction

This section covers the initial setup and configuration required to use the Document Management product within HubSpot. The articles below explain how to connect storage systems, configure record-level access, define system behaviour, and manage user access and licenses.

  1. Adding an App Card on the Record Page: Explains how to add the CloudFiles App Card to HubSpot records and link folders or files from connected storage. It also covers the available file and folder actions and how to unlink content when it’s no longer required.
  2. Account Setup: Covers Document Management settings used to connect storage accounts, manage libraries, and configure file and folder conflict behaviour. This article is primarily intended for admins responsible for initial setup and storage rules.
  3. Setup Wizard: Describes the step-by-step setup wizard used to configure CloudFiles inside HubSpot. It walks through selecting libraries, adding the widget, linking files or folders, and setting up automation-related options.
  4. Connecting External Storage Accounts: Details how to connect supported external storage platforms such as Google Drive, SharePoint, OneDrive, etc, within the CloudFiles app for HubSpot. It also explains where connected files and folders appear within CloudFiles after authentication.
  5. License Management: Explains how admins can manage user access, roles, invitations, and license counts for the Document Management product. It also clarifies how licenses are handled across different CloudFiles products.
  6. Usage: This article explains the Document Management Usage view in CloudFiles, which helps you monitor how automation credits are consumed over time. It covers the usage summary card, historical usage trends, breakdown by flow action and usage grouped by HubSpot object type, along with guidance on purchasing additional credit packs if needed.