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document Libraries

This section references all documents as found under the Document Library section of the website navigation. To locate your document listings, navigate to Marketing > Files & Templates > HubDB then select a table whose title begins with “Library:”. Instructions provided below will begin from this screen.

*Please note that the following instructions apply to all available libraries, excluding Library: Meeting Archives. See additional instructions below for fields that apply specifically to this library.

The document libraries are created dynamically using the HubSpot Database Tool. From the table you can Add, Edit, and/or Delete documents. The only information/sections that can be edited on the actual Document Library pages are the introduction text and icon.

Add New Document

  1. To add a new document, click Guide_AddRow
  2. Enter all applicable information into the provided fields as follows:
    1. Sort Order: Assign a # to choose the sorting order of the documents.
    2. Media Type: Select the type of media file that you’re adding.
    3. Category: Select the category where you’re document should appear.
    4. Document Title: Enter the title of the document as you would like it to appear.
    5. Description: Include a short description describing what type of content this resource provides.
    6. File Link: This is where you will paste the URL link path to your document that has been uploaded to your HubSpot media library. If you’ve already completed this step, paste your link here. If you have not uploaded your document yet, follow the steps below.
    7. Upload File: You can either open a new tab or Save & Exit from editing your table. Navigate to Marketing > Files & Templates > Files. From the list of folders, select Document Libraries. Then select the sub-folder of the table you’re editing. The select the category folder of the particular document you’re uploading. *Please be sure to always upload your documents to the correct folders to ensure organization. Once you’ve moved into the correct category folder, click Upload Files and upload your selected file. Once the file has finished uploading, click the file name to view details. From the detail window, click Copy URL Navigate back to your Document Library table and paste the copied link into the File Link field.
  3. Click Button_Update to push all changes live to the public. *If you do not see your changes on the corresponding Document Library page, come back to the table and click Update a second time to ensure your changes are deployed.

Add New document (Meeting Archives)

  1. To add a new document, click Guide_AddRow
  2. Enter all applicable information into the provided fields as follows:
    1. Meeting Month
    2. Meeting Day
    3. Meeting Year: If the year you’re trying to select is not listed, click the dropdown arrow located next to the column name and click Edit to add more options.
    4. Category: Select the category where you’re document should appear.
    5. Document Title: Enter the title of the document as you would like it to appear.
    6. Description: Include a short description describing what type of content this resource provides.
    7. File Link: This is where you will paste the URL link path to your document that has been uploaded to your HubSpot media library. If you’ve already completed this step, paste your link here. If you have not uploaded your document yet, follow the steps below.
    8. Upload File: You can either open a new tab or Save & Exit from editing your table. Navigate to Marketing > Files & Templates > Files. From the list of folders, select Document Libraries. Then select the sub-folder of the table you’re editing. The select the category folder of the particular document you’re uploading. *Please be sure to always upload your documents to the correct folders to ensure organization. Once you’ve moved into the correct category folder, click Upload Files and upload your selected file. Once the file has finished uploading, click the file name to view details. From the detail window, click Copy URL Navigate back to your Document Library table and paste the copied link into the File Link field.
  3. Click Button_Update to push all changes live to the public. *If you do not see your changes on the corresponding Document Library, come back to the table and click Update a second time to ensure your changes are deployed.

Edit Document

  1. Click any field to edit the document listing details.
  2. Click Button_Update to push all changes live to the public. *If you do not see your changes on the corresponding Document Library page, come back to the table and click Update a second time to ensure your changes are deployed.

Delete Document

  1. From the first column (ID), click the dropdown arrow and click Remove.
  2. Click Button_Update to push all changes live to the public. *If you do not see your changes on the corresponding Document Library page, come back to the table and click Update a second time to ensure your changes are deployed.

Content

  • Add New Document
  • Add New Meeting Archive
  • Edit Document
  • Delete Document
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