Introduction
The Document Sharing features in CloudFiles help teams share content securely from HubSpot while controlling access, branding, and engagement visibility. These articles covers the key capabilities available when sharing files, folders, and datarooms with external recipients.
- File and Folder Sharing: This article explains how to create shareable links for individual files and folders, how shared content is viewed in the CloudFiles viewer, and how branding applies to the sharing experience.
- Link Settings and Security: This article overs the controls available on shared links, including online/offline access, download permissions, expiry rules, notifications, password protection, email verification, and allow/block lists.
- Dataroom Management: This article describes how datarooms are used to share multiple files and folders through a single link, organise content into groups, collect documents through file requests, and manage ongoing updates.
- Engagement & Analytics: This article explains how CloudFiles tracks views, downloads, time spent, and session-level engagement for shared content, and how this data is surfaced inside HubSpot for reporting and follow-up.
- Automations: This article outlines the workflow actions available for Document Sharing, including creating and managing datarooms, generating share links, updating link settings, moving files, retrieving attachment details, and updating resource permissions.