CloudFiles eSignature integration allows you to automatically send generated documents from HubSpot for signing using DocuSign. You can define recipients, place signing and input fields directly in your templates and trigger signing as part of your document generation and e-ign flow.

This section is divided into 2 sub-sections

Learn how to connect your DocuSign account with CloudFiles in HubSpot to enable eSignature for document generation.

Learn how to use Signature, Text and Date Signed fields in Word templates and assign them to recipients

Automate Document Generation using HubSpot Workflows

eSignature Integration

DocuSign Integration (Setup)

HubSpot

Installation guide for CloudFiles HubSpot Integration

Doc Management Quickstart

Doc Sharing From Records Quickstart

Doc Sharing From Dashboard Quickstart

Doc Sharing Quickstart

Doc Generation Quickstart

Doc Automations Quickstart

CMS & Marketing Users Quick Start

Sales & Service Users Quick Start

Admin Quick Start

Quick Starts

Add to Dataroom Action

Copy Resource Action

Create Attachment Action

Create Dataroom Action

Create Folder Action

Delete Attachment

Delete Dataroom Action

Delete Resource Action

Generate Document Action

Get Attachment Details Action

Get Resource Property Action

How to get the folder, drive, site ID etc... required for automations?

Move HubSpot Files Action

Move Resource Action

Share Attachment Action

Update Link Settings Action

Update Resource Permissions Action

Update Resource Action

Workflow Actions

All CloudFiles Events

All CloudFiles Properties

Filtering Lists

Workflow Triggers

Workflow Triggers & List Filters

Adding an App Card on the Record Page

Account Setup

Setup Wizard

Connecting External Storage Accounts

License Management

Usage

Setup & Configuration

Record Widgets

Content Library

Automations

Features

Document Management

File and Folder Sharing

Link Settings and Security

Dataroom Management

Engagement & Analytics

Document Sharing

Document Generation Setup Wizard

Adding Widget to Record Page

CloudFiles Office Add-In setup

Usage Dashboard

Setup and Configuration

Design Studio

Data Orchestration

Template Control Center

Generating Documents

Document Generation

Automated Folder Hierarchies

Automated Internal Notifications

Auto Create Contacts from File Views

Collecting sensitive documents

Collect anonymous analytics on documents

Custom File Analytics Dashboard

Data Consent and Privacy Notice

Document approval process

E-mail Attachment Tracking

File Portals for Sales & Service teams

File Upload Portal for clients

Mirror Deal Folder to Contacts Automatically

Move Files from HubSpot Forms to External Storage

Selective File collection portal

Selective Sub-Folder Sharing

Send secure collaterals using Email Verification

Tutorials

Deleting a User from CloudFiles

Integration or System User

Inviting Users and Managing Licenses in the CloudFiles App

User-related

Doc Management Settings

Doc Sharing Settings

License & Billing Settings

Other Account Settings

What are Automation Credits?

Account-related

Admin, User & Account

Capture contacts from CloudFiles leads in HubSpot

Request sensitive files from clients into external storages

Ungated analytics for collateral in HubSpot email campaigns

Use-Cases

Automation User for HubSpot

How to connect external storage from HubSpot record?

How to go to CloudFiles Web-App Dashboard?

How to replace files directly from HubSpot

Supported Objects in CloudFiles & HubSpot Integration

Product

Can I purchase multiple types of licenses?

Which HubSpot tiers does CloudFiles work with?

Billing

Attachments not visible in the CloudFiles widget despite having an active license

Common Errors in HubSpot

Error: “License is required” when clicking Add in the CloudFiles dialogue box

Error "Something went wrong" when clicking the Add button in the CloudFiles dialog box

Error: “Woops, we stumbled upon an error” when clicking Add in the CloudFiles dialogue box

Error: “You don't have access to CloudFiles actions in Workflows on your current plan”