🔗 HubSpot KB Bridge: Use documents
💡 Core Capability
With the documents tool, you can build a library of content for your team to upload and share documents with your contacts. After uploading and populating your document description, you can share your document through a shareable link. Alternatively, you can also attach a document to your email template.
🛠️ Key Operations & Headings Outline
- Summary
- Before you get started
- Step 1: Upload a document
- Step 2: Generate a document description
- Step 3: Share your document with contacts
- How to create a shareable link
- How to add a document to an email template
- What are the follow-up options after sharing a document
- How to organize documents with folders and manage document sharing
- How to review and edit documents
- Related content
📋 Subscription Availability
- Sales Hub Starter, Professional, Enterprise
- Service Hub Starter, Professional, Enterprise
- Smart CRM Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot