Document Sharing

introduction cloudfiles document sharing helps businesses securely share files and folders directly from hubspot while keeping content stored in external platforms such as google drive, sharepoint, onedrive, dropbox, box, and aws s3 users can generate secure sharing links, control access permissions, collect documents from external users and track engagement activity without moving files outside their original storage location file & folder sharing cloudfiles allows users to create secure links https //help cloudfiles io/hubspot/file and folder sharing for both files and folders directly from hubspot records using the app card and sidebar widget shared resources open in the cloudfiles file viewer , where recipients can preview documents and browse shared folders directly from the browser without requiring additional software or logins sharing links remain connected to the original file, ensuring recipients always access the latest version available in storage link settings & security cloudfiles provides detailed controls for managing shared links and external access users can enable or disable downloads, set expiry rules based on time or views, configure notification preferences and apply password protection or email verification access can also be restricted to specific email addresses, domains or hubspot contact lists/segments these settings help businesses securely manage document access while maintaining full control over shared resources to learn more check link settings and security https //help cloudfiles io/hubspot/link settings and security datarooms cloudfiles datarooms provide a centralised portal datarooms https //help cloudfiles io/hubspot/link settings and security , for sharing multiple files and folders through a single secure link datarooms can be organised using folders and file request sections, allowing businesses to structure content for onboarding, sales processes, client collaboration, due diligence and document collection workflows users can also collect documents from external users through file request blocks , with uploaded files automatically stored in the configured destination folder engagement & analytics cloudfiles provides detailed engagement analytics https //help cloudfiles io/hubspot/engagement and analytics for shared resources directly inside hubspot businesses can track views , downloads , sessions , time spent , viewer activity and page level engagement data analytics are associated with hubspot records and can be used in workflows, reporting, dashboards and automations cloudfiles also supports email attachment tracking and hubspot tracking code integration for enhanced attribution and engagement visibility workflow automations cloudfiles workflow actions help businesses automate document sharing and document collection processes within hubspot teams can automatically create datarooms, generate sharing links, update link settings, move uploaded hubspot files into cloud storage and add files or request blocks to datarooms using hubspot workflows these automations help streamline onboarding , sales enablement , support , compliance , and document collection workflows to learn more, check workflow actions for document sharing https //help cloudfiles io/hubspot/esas automations common use cases cloudfiles document sharing supports a wide range of business processes inside hubspot, including secure client document sharing, customer onboarding, sales enablement, dataroom collaboration and document collection workflows to explore common business scenarios and implementation examples, refer to the article common use cases docid 4jsyomt8zsjpu9orva49v