Document Management

Updated Jul 8, 2026·1 min read

Document Management by CloudFiles brings your external file storage directly into HubSpot so teams can access, organise, and manage files without leaving the CRM. From HubSpot records, users can link files and folders, work with connected libraries, and keep content aligned with the records they support.

This guide provides a complete overview of setting up CloudFiles Document Management in HubSpot and understanding the key features available to streamline your document workflows.

Get started with these two key sections:

Setup & Configuration - This section covers the initial setup required for Document Management, including connecting storage accounts, adding the CloudFiles app card to HubSpot records, configuring system behaviour, and managing users and licenses.
Features - This section covers the core capabilities available in HubSpot, including record widgets, the content library, connected storage support, and workflow actions for automating document-related tasks.

Workflow Triggers

Setup & Configuration