# Doc Share - Features - Link settings & security

> Control file access in HubSpot with passwords, expiry dates, and email restrictions powered by CloudFiles.

## Control access to every shared link in HubSpot

CloudFiles secures documents with passwords, expiry dates, and email restrictions, all managed inside HubSpot.

[Book demo](https://meet.cloudfiles.io/hubspot?utm_content=hs-features-link-settings-and-security-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

## Link settings and security, by the numbers

Results reported by teams using CloudFiles to secure shared links in HubSpot.

- **500+** — Teams using CloudFiles to secure and share documents
- **4/4** — Compliance certifications held: SOC 2, HIPAA, ISO 27001, GDPR

## Set rules for every shared link

CloudFiles defines who can view, download, or interact with documents, all from one place in HubSpot.

### Secure Mode

Secure Mode

CloudFiles controls when and how links are accessible, with viewing and download settings.

- Switch between online and offline modes to control access availability
- Choose whether recipients can download or print shared content
- Keep sensitive content view-only when needed

[Learn More](https://help.cloudfiles.io/hubspot/file-link-security-using-hubspot#tdDES)

### Access Restrictions

Access Restrictions

CloudFiles decides exactly who can view a link, using built-in email controls.

- Use soft email capture to collect viewer emails before granting access
- Verify access with email OTP or login authentication
- Limit access to specific contacts or HubSpot lists using emails

[Learn More](https://help.cloudfiles.io/hubspot/file-link-security-using-hubspot#zmmEF)

### Expiry Controls

Expiry Controls

CloudFiles makes links time-bound or view-limited to match project timelines or compliance needs.

- Set link access to expire after a specific date or number of views
- Deactivate expired links automatically, with no follow-up needed
- Update or extend expiry settings at any time

[Learn More](https://help.cloudfiles.io/hubspot/file-link-security-using-hubspot#ZkoBw)

### Password Protection

Password Protection

CloudFiles adds password protection to shared files.

- Set a password for any link to control who can view its contents
- Update or remove the password at any time without changing the link
- Apply password protection to files, folders, and full datarooms

[Learn More](https://help.cloudfiles.io/hubspot/file-link-security-using-hubspot#DV9fa)

## Used across industries

CloudFiles shares files and folders securely from HubSpot, so teams can move faster and stay aligned with clients.

- **Financial services** — Collect KYC and compliance documents via datarooms and track client engagement with custom, audit-ready dashboards.
- **Technology & IT** — Share security assessments and integration documents through a secure branded link, and monitor client readiness with custom dashboards.
- **Manufacturing** — Share revision-controlled blueprints and safety certifications via trackable links with download restrictions and domain-based access.

## 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)

## Decide how your content is accessed

**Q: 1. Enable or disable access anytime**
CloudFiles turns links on or off instantly, without changing the URL or leaving HubSpot.

**Q: 2. Limit who can view**
CloudFiles restricts access to verified emails, logged-in users, or specific HubSpot lists.

**Q: 3. Set expiry rules**
CloudFiles expires links after a specific date or number of views, for time-sensitive content.

**Q: 4. Add password protection**
CloudFiles locks links with a password to keep sensitive documents under your control.

**Q: 5. Manage file actions**
CloudFiles controls who can download or print content, directly from the record view or workflows.

## 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 link settings & security FAQs

**Q: Can I turn a shared link on or off without changing the URL?**
Yes. CloudFiles lets you enable or disable link access instantly, without changing the URL or leaving HubSpot.

**Q: Can I restrict a shared link to specific viewers?**
Yes. CloudFiles restricts access to verified emails, logged-in users, or specific HubSpot lists.

**Q: Can shared links expire automatically?**
Yes. CloudFiles expires links after a set date or number of views, and deactivates expired links automatically with no follow-up needed.

**Q: Can I password-protect a shared file or folder?**
Yes. CloudFiles applies password protection to files, folders, and full datarooms, and the password can be updated or removed at any time without changing the link.

**Q: Can I control whether recipients can download or print a shared file?**
Yes. CloudFiles manages file actions like download and print permission directly from the record view or workflows, and supports view-only mode for sensitive content.

**Q: How does CloudFiles verify who is viewing a shared link?**
CloudFiles supports soft email capture to collect viewer emails before granting access, plus verification through email OTP or login authentication.

**Q: Can link access rules be updated after a link is shared?**
Yes. Expiry settings, passwords, and access restrictions can all be updated or extended at any time without changing the original link.

**Q: Is CloudFiles link security compliant with data regulations?**
Yes. CloudFiles is SOC 2, HIPAA, ISO 27001, and GDPR compliant.

**Q: Where are link settings managed?**
All link settings, including access, expiry, and passwords, are managed directly inside HubSpot, without needing a separate tool.

## 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-link-settings-and-security-footer)