How to use and share a sales document

It automatically tracks document shares, sending a notification to the user when a contact views the document. Additionally, you can require recipients to provide their email address before accessing the document.

How to create a shareable link for your document:

1. Navigate to Library > Documents.

2. Hover over the document name, click Actions > Create link, or click the document name and select Create link in the upper-right corner.

3. In the dialog box, input the recipient's email address in the Who are you sending this to? field.

4. Adjust Privacy Settings (if applicable):

If the document's Turn on data privacy toggle is off, enable tracking by clicking Share options and switching on Require email address to view document.
If the Turn on data privacy toggle is on, viewers will need to provide their email address and consent to be contacted before accessing the document.

5. Click Create link

Use Copy to copy the link or Compose email to send it directly from the contact’s record.

Note: You can also share document links via your email inbox using the HubSpot Sales Gmail extension, the HubSpot Sales Outlook desktop add-in, or the HubSpot Sales Office 365 add-in.

How to share a document within an email template:

1. Navigate to Library > Templates.

2. Open an existing template by clicking its name, or create a new one.

3. In the template editor, scroll to the bottom and click the Insert dropdown menu.

4. Select Document from the options.

5. Use the Document dropdown menu to select the document you want to include.

6. Enter the desired display text for the link in the Link display text field.

7. Check the Require email to view document box to track who views the document.

If you want to show a preview of the document in the email body, check the Include link preview box.