Document Management
Features
Record Widgets
1 min
record widgets of cloudfiles connect hubspot with external storage platforms such as google drive, sharepoint, onedrive, dropbox, box, and aws s3 they allow users to view, manage, and organise files, folders, and datarooms directly from hubspot records this overview introduces the different cloudfiles record widgets and features each section below links to a detailed article explaining its functionality docid\ qir3suhqeolsrqflipduk the app card appears as a central component within hubspot records it allows users to browse and manage linked files or folders from external storage, perform actions like open in storage platform, rename, replace, and view analytics docid\ e0qngulngushjov28hv s the sidebar widget appears on the right hand panel of hubspot records it provides quick access to associated files and folders through resource tiles and supports actions like browse, share, download, and analytics via the attachment actions dropdown docid\ eo8md3ioklgmgqjmnz31p associations link files, folders, or datarooms from connected storage platforms to hubspot records they can be created through both the app card and the sidebar widget and support single, multiple, and cross library linking docid 489mu4xyfzdwbf68wqj3n file operations allow users to open, preview, share, download, rename, or replace linked files from within hubspot the available options vary slightly between the app card and the sidebar widget interfaces docid\ jvfamidcp 3y9nxjh4qsy folder operations enable users to manage connected folders inside hubspot users can open, rename, or delete folders in the app card, or share and browse folder contents through the sidebar widget thus, the record widgets of cloudfiles provide structured access to external files and folders within hubspot

