Setup & Configuration

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 docid\ qhyj8i574mnknt4djxgfj 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 docid\ krgbb6rzw9czdjw6b0tpw 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 docid\ nzk9vpeetefsxe8ccu6ij 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 docid 9f vsakusxhybwux mqma 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 docid\ gxhpim5 nhynp2mq7iujk 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