Link Display Settings

Control how file URLs and document links appear in your generated PDFs. Choose between different display modes to match your document style and recipient needs.

Setting Link Display Mode

1. Go to Settings from the main navigation
2. Find the Link Display card
3. Select your preferred display mode
4. For custom text modes, enter your link text or choose a preset
5. Preview how links will appear
6. Click Save to apply

Display Modes

Choose from four display modes:

Make Full URL Clickable

The complete URL is displayed and clickable in the PDF.

Preview: https://example.com/uploaded-files/document.pdf

Best for: Digital documents where recipients need to see and click the full URL.

Custom Clickable Text

Your chosen text becomes a clickable link. The URL is hidden from view.

Preview: Click here

Best for: Clean, professional documents where showing the URL isn't necessary.

Clickable Text with URL Appended

Your chosen text is clickable, with the URL shown in parentheses for reference.

Preview: Click here (https://example.com/document.pdf)

Best for: Documents where you want both a friendly label and visible URL.

Raw URL as Plain Text

The URL is displayed as plain text without any clickable functionality.

Preview: https://example.com/uploaded-files/document.pdf

Best for: Documents intended for print, or when you don't want clickable links.

Quick Link Text Presets

When using custom text modes, choose from these presets:

Click any preset to apply it instantly, or type your own custom text.

Live Preview

As you change settings, the preview section shows exactly how links will appear in your documents. This helps you choose the right format before saving.

Mode Comparison

How It Works

The link display setting applies to:

• File property URLs in HubSpot records
• Generated document links stored back in HubSpot
• All templates across your organization

Use Cases