To insert a document into an email using the add-in:
- Open the sales tools in your inbox.
- This will show up at the bottom right corner of your email composition window, as an orange HubSpot sprocket icon.
- In the pane on the right, click Documents.
- In the dialog box, search for a document by name or click the dropdown menu beside the search bar to filter your documents by All, Created by my team, Created by me, and Recent.
- The Last used at column is user specific.
- Select the Require an email address form all other viewers checkbox if you want to collect an email address from anyone else besides your recipient who view the document.
- Hover over the document you want to use and click Select.
- A link to the document will be inserted into your email.
