In your HubSpot account, navigate to Sales > Documents.
Click Upload new document, then select the import source for your file. Make sure your file adheres to the file type and size restrictions.
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.
Once you have uploaded your document to HubSpot, click the document name to access it for editing. To edit the document title, click the pencil icon at the upper-left. Click Save when you're done.
To replace the existing document, click Re-upload at the upper-right, then select the source of the file from the
To delete the document, click Actions > Delete in the upper-right. In the dialog box that appears, click Yes, delete document to confirm.
If you have a Sales Hub Starter or Professional account, you can customize the branding on your documents. To do so, click your photo or avatar in the upper right-hand corner of your HubSpot account and click Settings, then click Sales > Branding in the left sidebar menu. Here you can upload a logo and customize the color that will appear in the document viewer when you share your document.
Please note: changes you make to your sales branding settings will apply to all users in all of your sales tools, except for the messages tool.