# Doc Man - Features - Content Library

> Browse, manage, and sync files from Google Drive, SharePoint, and more directly inside HubSpot with CloudFiles Content Library.

## A content library inside HubSpot

CloudFiles lets you browse, connect, and manage files from any storage, including Google Drive and SharePoint, directly inside HubSpot, and create, preview, and organize content without switching tabs.

[Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-content-library-hero) · [Get on HubSpot Marketplace](https://app.hubspot.com/ecosystem/45277447/marketplace/apps/cloudfiles)

*Trusted by leading teams worldwide*
Logos: Architecture Social, D & S Car Wash Supply, Lyka, HubSpot, We Are Here, Tenet Technologies, Taxolution Advisory, Neighbourhood, Trion Properties

## Content library, by the numbers

Results reported by teams using the CloudFiles content library in HubSpot.

- **6+** — Storage platforms supported, including Google Drive, SharePoint, and AWS S3
- **100%** — Real-time reflection of changes across cloud storage and HubSpot
- **0** — File duplication, so HubSpot always references the current version
- **10x** — Faster permission setup with automated HubSpot workflows

## File management that belongs in HubSpot

CloudFiles connects cloud storage, organizes files, and adds workflow controls inside HubSpot.

### Access Library

Access external libraries

CloudFiles gives HubSpot access to your cloud storage through the content library, so you can browse folders and find files without leaving HubSpot.

- Access 100% of your cloud files through a single embedded library view
- Browse all connected content without leaving contact, deal, or ticket records
- Locate content using familiar folder structures and native search

[Learn More](https://help.cloudfiles.io/hubspot/using-content-library-inside-hubspot#tUnyz)

### Real-Time Sync

Real-time sync

The CloudFiles content library syncs external drives with HubSpot, showing the latest content without duplicating files.

- Supports 6+ storage platforms, including Google Drive, SharePoint, and AWS S3
- Reflects changes across cloud storage and HubSpot in real time
- Duplicates 0 files, so the CRM always references the current version

[Learn More](https://help.cloudfiles.io/webapp/how-mirror-storage-works)

### Permission Control

Permission control

CloudFiles manages access using controls synced across users, storage, and HubSpot.

- Mirrors Google Drive or SharePoint permissions for user-based security
- Updates instantly when external permissions change
- Automates permission updates via HubSpot workflows, 10x faster than manual setup
- Restricts the CloudFiles widget and attached documents to licensed users only

[Learn More](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-content-library-mid)

### Content Management

Content management

CloudFiles manages files and folders directly within HubSpot, and lets you preview content or open items in their original cloud location.

- Upload, rename, preview, and delete files within HubSpot
- Open a file or folder in its original platform with one click
- Create folders in any connected cloud drive from the content library

[Learn More](https://help.cloudfiles.io/hubspot/using-content-library-inside-hubspot#5_n3d)

## Used across industries

CloudFiles' document management supports marketing and sales workflows across industries.

- **Financial services** — Organize client and compliance documents into structured cloud folders, linked to HubSpot records for access and audits.
- **Technology & IT** — Manage project, onboarding, and client files by organizing them in external storage and linking them to deals and tickets.
- **Manufacturing** — Structure supplier, QA, and compliance documents in cloud folders connected to vendor records or production tickets.

## Getting started

- **Installation guide** — A 2-minute guide to setting up and getting started with the CloudFiles HubSpot integration. [Learn More](https://help.cloudfiles.io/hubspot/quJO-installation-guide-for-cloudfiles-HubSpot-integration)
- **Quick starts** — A list of help articles to help you quickly get started with common use cases. [Learn More](https://help.cloudfiles.io/hubspot/doc-management-quickstart)
- **Tutorials** — Detailed articles on various use cases that show how industry leaders use CloudFiles. [Learn More](https://help.cloudfiles.io/hubspot/tutorials)

## Loved by Teams. Backed by Results.

But don’t just take it from us.

> "CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!" — **Lauren Goldman, Lyka**

> "Best HubSpot-SharePoint integration! CloudFiles automates file management seamlessly. Super responsive team, fast bug fixes, and smooth workflow automation. Tried others—this is by far the best!" — **Ron Rosenwasser, Taxolution Advisory LLC**

> "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics." — **Carolyn Treviño Jenkins, We Are Here**

> "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly." — **Chris Moore, HubSpot**

> "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement." — **Ken Underhill, D&S Car Wash Supply**

> "CloudFiles is perfect for sales! Finally, a document control tool that works flawlessly in HubSpot. The ability to turn off downloads is a game-changer!" — **Trav White, Neighbourhood**

> "Essential for recruiters! CloudFiles transforms CV sharing in HubSpot with trackable links instead of attachments, making client interactions seamless and efficient. A game-changer for recruitment!" — **Stephen Drew, Architecture Social**

> "CloudFiles makes content gating seamless! Easy-to-use multiple URLs for tracking, deep HubSpot integration, and a super responsive support team make it a must-have tool!" — **Frank Bocchino, Trion properties**

> "CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking." — **John Wu, Tenet Technologies**

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001

[Security overview](/security)

## Limitations of file management in HubSpot

**Q: 1. File management is split across systems**
Uploading, moving, renaming, or deleting files often requires switching between HubSpot and an external storage platform.

**Q: 2. No enforced folder structure**
Without a defined folder structure and naming convention, HubSpot's File Manager can become disorganized and hard to search.

**Q: 3. Access controls are folder-level only**
HubSpot restricts folder access by team, but doesn't support permissions at the individual file level.

**Q: 4. No built-in file automation**
HubSpot has no built-in automation for creating folders or tracking when a file is viewed or downloaded.

## Built for every HubSpot team

One platform, tailored to how each team already works in HubSpot.

- **Sales** — Auto-create deal folders, generate on-brand proposals and contracts from deal data, and share them as trackable links with e-signature via DocuSign, all without leaving HubSpot. [Explore for sales](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)
- **Marketing** — Share collateral across web, social, ads, and email while collecting personalized analytics, even without gating content, then segment and score leads using HubSpot lists and workflows. [Explore for marketing](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start)
- **Service** — Automate folder and file operations tied to service records, and securely collect documents from customers with file requests that transfer straight to your connected cloud storage. [Explore for service](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start)

## HubSpot content library FAQs

**Q: What is the CloudFiles content library in HubSpot?**
The CloudFiles content library is an embedded view inside HubSpot that lets you browse, connect, and manage files from any connected cloud storage, without switching tabs.

**Q: Which storage platforms does the content library support?**
The content library supports 6+ storage platforms, including Google Drive, SharePoint, and AWS S3.

**Q: Does the content library duplicate files between cloud storage and HubSpot?**
No. The content library reflects changes across cloud storage and HubSpot in real time with 0 file duplication, so HubSpot always references the current version.

**Q: Can I control who has access to files in the content library?**
Yes. CloudFiles mirrors Google Drive or SharePoint permissions for user-based security, updates instantly when external permissions change, and restricts the CloudFiles widget to licensed users only.

**Q: Can permission updates be automated in HubSpot?**
Yes. CloudFiles automates permission updates through HubSpot workflows, up to 10x faster than manual setup.

**Q: Can I manage files and folders directly from the content library?**
Yes. You can upload, rename, preview, and delete files within HubSpot, open a file or folder in its original cloud platform with one click, and create new folders in any connected drive.

**Q: Can I access files without leaving a HubSpot record?**
Yes. The content library lets you browse all connected content directly from contact, deal, or ticket records, without leaving HubSpot.

**Q: How does the content library find specific files quickly?**
The content library uses familiar folder structures and native search, so files can be located the same way as in the original storage platform.

## Book Your Personalized Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-content-library-footer)
