With the documents tool, you can build a library of content for your entire team to use and share with your contacts.
Please note: free users can access the first five documents uploaded in an account. If a free user is added to an account where five or more documents have already been uploaded, that free user can view and share only the first five documents that were uploaded in that account. If no documents have been added to the account, the free user can upload up to five documents.
Once the document has been uploaded, it will appear in your documents dashboard.
Please note: as documents are publicly shared, the documents tool should not be used to send sensitive or confidential information.
Please note: while these features live in HubSpot, your legal team is the best resource to give you compliance advice for your specific situation.
Please note: if you had uploaded documents before turning on GDPR functionality, you will need to manually enable the privacy and consent option by switching the toggle on.
Please note: changes you make to your sales branding settings will apply to all users in all of your sales tools, except for the conversations tool.
Learn how to insert a document into an email template when enrolling your contacts in a sequence.