Introduction
CloudFiles provides a set of interfaces that let you design and manage document templates using data from HubSpot. These interfaces are available through the CloudFiles Office Add-in, allowing templates to be created directly inside Microsoft Word, Excel and PowerPoint without requiring any coding or external tools.
The Design Studio section of the documentation groups together articles that explain how these interfaces work and how to use them effectively when building document generation templates. This section is organized into 3 key articles
- Microsoft Office Add-In: In this article, we cover overview of the CloudFiles Office Add-in and explains how it works across Microsoft Word, Excel and PowerPoint. It introduces the add-in as the primary interface for creating, previewing and publishing templates that use HubSpot data.
- How to build a template: In this article, we walk through the complete process of creating a DOCX template in Microsoft Word using CloudFiles. It covers inserting fields, images, tables, links and conditions, working with related records, previewing templates with live data and publishing templates for use inside HubSpot.
- Formatting Options: In this article, we explain how to control how data appears in generated documents. It covers text, date and number formatting to fine-tune the layout and presentation of documents.