Documentation
Document Management
After generating documents, you need to access, share, and distribute them to the right people. This section covers how to work with your generated PDFs.
In This Section
Accessing Documents
Learn where to find generated documents in HubSpot, both on individual records and in the Files manager.
Email Documents
Send personalized documents via HubSpot marketing emails using personalization tokens.
Storage
Understand how documents are stored and retained in HubSpot.
Google Drive Cloud Sync
Automatically sync generated documents to Google Drive for backup and collaboration.
Private Document Storage
Enable private file visibility for sensitive documents requiring restricted access in HubSpot.
Document Storage
All generated documents are stored in:
- HubSpot Files: Accessible via Marketing → Files
- Contact/Object Properties: Direct links on each record
- PDF CreateMate Dashboard: Template detail screens
Sharing Options
| Method | Use Case |
|---|---|
| Direct link | Share via any channel |
| Email automation | Automated delivery |
| HubSpot task | Internal assignment |
| Signature URL | E-signature collection |
File Organization
PDF CreateMate organizes files in HubSpot using:
- Template-based folder structure
- Dynamic file naming (configurable)
- Unique IDs for each document