Document Sharing
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Account Setup
Viewer Customisation
5 min
viewer customisation settings allow you to control how the cloudfiles document viewer behaves and appears to your audience these settings are available under the document sharing settings of the document sharing product tab these settings help you tailor the viewing experience, manage authentication methods, and enhance tracking based on your business needs here are the settings available in this section hubspot tracking code – enables hubspot tracking so you can measure viewer engagement inside hubspot viewer login options – lets you choose how viewers authenticate before accessing your documents viewer default theme – sets whether the viewer opens in light or dark mode by default track ip – allows cloudfiles to record the ip address of viewers for additional visibility and auditing hubspot tracking code this option allows you to embed your hubspot tracking code directly into the cloudfiles viewer when enabled, viewer interactions become trackable within hubspot, helping you measure engagement and gain deeper insights into how users interact with your shared content if needed, you can also enable hubspot private content, which ensures that tracking works even when the content is protected behind hubspot’s private access model for a step by step guide on how to set up hubspot tracking, refer to docid\ tu53ezxuxbjlwuzei46aa viewer login options these settings define the login methods viewers can use before accessing your shared documents you can enable multiple options, including email, google, and microsoft, giving your audience flexibility while ensuring you capture verified viewer information viewer default theme this option allows you to control whether your document viewer uses a light or dark theme by default selecting light or dark defines the initial appearance for all viewers, though users may still switch modes if allowed setting a default theme helps you maintain brand consistency or accommodate preferences for readability track ip track ip enables cloudfiles to capture the ip address of each viewer who opens your link this provides additional visibility into viewer location and access behaviour, which may be valuable for auditing, security monitoring, or compliance processes when disabled, cloudfiles will not record any ip information once you have configured everything, click on the "update" button by configuring these viewer customisation settings, you can create a consistent, branded, and insight driven viewing experience that aligns with your organisation’s access, tracking, and presentation standards
