Upload and share documents
Last updated: November 14, 2023
With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.
Please note: only paid seats have access to the full limits of this feature. 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. Learn more in HubSpot's Products & Services catalog.
You can view the total number of documents that have already been added to your account in the top right corner on the documents dashboard. Learn more about these limits in HubSpot's Product & Services catalog.
Add a document
- In your HubSpot account, navigate to Sales > Documents.
- Click Upload document, then select the import source for your file. Your file format must be .pptx, .pdf, .docx, or .xlsx.
Once the document is 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.