HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to add a document to an email template in HubSpot

Here is how to add a document to an email template in hubspot

First click on the "Library" option in the left sidebar
Then click on "Templates" in the Library submenu
Click on existing email template from the list or create a new one
Next click on the "Insert" button in the email editor toolbar
Select "Document" option from the Insert dropdown menu
Click on the document dropdown field to select a document
Select the document you want to add to the template
Select the checkboxes for “Require email to view document” and “Include link preview”
Finally, click the "Insert" button to add the document to the template

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Why should you add a document to an email template in HubSpot

HubSpot is a powerful all-in-one CRM platform designed to streamline marketing, sales, and customer service efforts.

Adding a document to an email template in HubSpot facilitates seamless communication by ensuring recipients receive all necessary content directly in their inbox. This feature supports a personalized and comprehensive user experience.

Using this capability not only saves time but also enhances engagement, as important documents are conveniently accessible alongside email content, promoting informed decision-making for recipients.

Last update

February 6, 2026

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