Doc Sharing Quickstart

in this quick start, we cover some basic sharing & analytics capabilities that cloudfiles enables on top of your existing files through cloudfiles, you can create links for files, folders & datarooms you can also enable various security settings on these links when your prospects or customers view these links, you get analytics in your hubspot cloudfiles doc sharing capabilities can be used in various ways sales & service users prefer operating from hubspot records such as deals & tickets on a daily basis they can use the doc sharing capabilities from the records themselves using the cloudfiles app card and sidebar widget marketing teams prefer to have a unified view of their entire content library, create multiple links for their collateral pieces, distribute these links through emails & website & then collecting reportable analytics for these users, using the cloudfiles web app dashboard is the ideal way to enjoy the doc sharing capabilities in order to properly utilize this quick start, first decide whether you need it for sales / service users (i e from records) or for marketing users (i e from a dashboard) you might need both based on your decision, go to one of the following articles doc sharing from records quickstart docid\ sxh607jxiumsan8prhmnz useful for sales & service team who want to share & collect analytics from hubspot records doc sharing from dashboard quickstart docid\ vt5tpiym2v7hszs69jb1r useful for marketing teams who want a consolidated view of files & analytics by referring the correct article, you will get a complete understanding of how to use the app for you use case need help? book time with our team of experts