Setup and Configuration

introduction the setup and configuration section guides you through setting up cloudfiles document generation in your hubspot , enabling automated creation of your documents cloudfiles add in supports microsoft word, excel and powerpoint , allowing you to create templates directly within these applications and supports template based document generation in pdf and in their original template file formats docx , pptx or xlsx depending on where the template is created this section is divided into six key sub sections docid 3rhd27xoswrdowdfuwt1x in this article, we cover how the document generation setup wizard guides you through the initial configuration process, including connecting the cloudfiles office add in, preparing templates, enabling document generation on hubspot records and validating document generation docid\ cyxkce5ffnniurxvfqdxx in this article, we cover how to add cloudfiles document generation widget in hubspot record pages it allows users to select templates directly from hubspot records and generate documents docid\ jihoktak7sipfqeppnmju in this article, we cover how to install the cloudfiles word add in and connect it to your cloudfiles account to begin designing hubspot enabled document templates docid\ siasnpt7ynr9zbkye7vtc in this article, we cover the document generation account in cloudfiles, including managing published templates, reviewing template details and version history and setting up integrations such as docusign for e signature funtionality docid\ xtapqjcr 6fq6wjx0 s1 in this article, we cover how administrators can manage user access for cloudfiles products by assigning roles, inviting users, tracking license usage and controlling the total number of licenses available for each product docid 1g9kumdfpi2ktiqlj1zoy in this article, we cover the document generation usage dashboard to monitor how documents are generated across templates and hubspot users this helps teams track adoption, understand usage patterns and ensure that document generation stays within expected limits