Doc Generation Quickstart

in this quick start guide, you will learn how to integrate hubspot data into your document workflow using the cloudfiles word add in and cloudfiles doc gen app card you will discover how to install the cloudfiles word add in, create and publish personalized templates, and manually generate documents in your desired format this article is divided into the following sections insert doc generation card quickly insert on standard hubspot objects to generate documents install cloudfiles word add in the add in allows you to create and manage document templates directly within microsoft / google editors create template leverage hubspot properties to build templates in microsoft / google editors publish template understand the process of publishing your templates within hubspot, making them available for document generation generate documents learn how to manually generate documents using your published templates coming soon this section talks about what else we are gonna be adding in our doc generation product soon let's look into each section one by one 1 insert doc generation card the doc generation app card is integrated into hubspot across the four primary objects contacts, deals, companies, and tickets it allows you to see a list of all your templates and generate & download documents manually from hubspot records the card appears in the middle section of the hubspot record, either in the standard tabs or in any custom tabs the cloudfiles card is not added by default on the record pages to add the card, go to any record, click on the customize button on the top right, open the default view and add the card to an existing tab / new tab 2 install cloudfiles word add in the cloudfiles word add in facilitates the integration of cloudfiles with your hubspot instance, enabling you to create and design templates that incorporate hubspot properties this powerful tool streamlines the process of merging hubspot data into documents, making it easier to generate consistent and accurate templates directly from microsoft word to add the cloudfiles word add in to your microsoft word application, start by launching microsoft word on your pc the follow the steps below navigate to the " home " tab and click on " add ins " to explore available options in the add ins window, select " + more add ins " to open the "office add ins" window, then click on " microsoft appsource " to be redirected to appsource microsoft com in the search bar, type "cloudfiles" and browse the results to locate the cloudfiles add in click " get it now " to install the add in once the installation is complete, open word to check the new add in in the "new office add in" sidebar, click "allow and continue" to launch the cloudfiles word add in, ensuring it's ready for use with your hubspot data refer to the video below to have a visual understanding of these steps 3 create template you can create a template for contacts, companies, deals & ticket objects in hubspot using various actions, you can insert object proeprties, related data, and custom resources additionally, you can add pictures, tables, and set conditions for content insertion, as well as specify the title of the generated documents once the cloudfiles word add in is installed and the hubspot instance is connected, you can start building a template for a selected object to get started, you must select your primary resource, i e , the master object for which you wish to build the template in the cloudfiles add in sidebar, select hubspot as the platform and the hubspot object as the master resource after clicking 'submit,' you will be directed to the next stage of selecting actions and utilizing resources refer to the gif below to have a visual understanding of this process 4 publish template after building a template and reviewing it, the final step is to publish the template publishing makes the template available in your hubspot instance for document generation on the specified object to begin, navigate to the 'publish' stage by clicking on 'publish' in the 'stage progress bar' you will then need to choose your publishing option either check the 'publish as a new template' checkbox to publish it as a new template for the object, or check the 'select an existing template' checkbox and choose an existing template from the drop down to update an existing one once you've made your selection, click 'publish' a pop up message confirming 'successfully created a template' will appear, indicating the template has been created to verify the template, you can check the newly created or updated template from the 'cloudfiles doc gen' app card on the object's page or from the 'document generation' tab of the cloudfiles app 5 generate documents from doc gen card once the cloudfiles doc gen card is added to the record page and the template has been published, you can start generating documents in either docx or pdf format, which will be automatically downloaded upon generation to manually generate a document, navigate to any hubspot record of the specified object type and locate the app card click the drop down menu next to the template you want to use and select either 'generate docx' or 'generate pdf' for the desired document format the document generation process takes a moment once completed, you can download the generated document 6 coming soon doc generation has been launched recently by cloudfiles following things are coming soon more help resources we wil be adding many articles to illustrate how to use this product automations generate documents automatically and in bulk using hubspot workflows better templating support for hubspot products, better data addition options doc management integration store your generated documents neatly in external storages doc sharing integration share your generated documents using cloudfiles links and collect useful analytics template library use pre built templates just download, connect & use what's next ? you can go back to the quick starts docid\ bqlllfo5o41gvlvubujlb article and check out our other quick starts on doc sharing, doc automations etc or the role wise quick starts you can also go to the features docid\ ooy6guoi905qco8wtn1vb section explore the features in detail or head over to the tutorials docid\ e3ovwvqap ea0dcztaexu section to learn how to build various use cases using cloudfiles