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Documents

How do I manage my documents in HubSpot Sales?

Last updated: August 15, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

To manage your documents:

  • In your HubSpot Sales account, navigate to Sales Tools Documents
  • Hover over your document and click the gear

  • Here, select the relevant option for your needs. Read more below.

 

To edit your document:

  • In the dropdown menu, click Edit deck

  • Here, you can edit the title using the pencil at the top left, add notes for your slides to the right of the thumbnail, or click Reupload document to reupload.

 

To delete your document:

  • In the dropdown menu, click Delete deck
  • If you have previously shared your document, confirm your action by clicking Delete in the lower right hand corner.

Please note: Super Admins can edit and delete any documents in the account. However, sales users can only edit and delete documents they upload. They will not see the edit and delete options for documents they did not upload. You can tell who uploaded a document by looking at the name underneath a document as shown in the screenshot above.

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