Add file from library

How to reimport a file form the Template Library

  • Close the current Engagement, navigate to File -> Templates, open the Properties of the Template the customer uses.

    https://api.hubspot.com/filemanager/api/v2/files/186103070593/signed-url-redirect?portalId=6285294

  • Make sure the checkbox Template can be used as a Document Library  is checked and click OK

    https://api.hubspot.com/filemanager/api/v2/files/186103070640/signed-url-redirect?portalId=6285294

  • Remove the file in the Document Manager

    https://api.hubspot.com/filemanager/api/v2/files/186103065214/signed-url-redirect?portalId=6285294
  • Select the correct folder in the Document Manager, click on From Library and select the correct Template.

    Then choose the file you wish to reimport and click Add

    https://api.hubspot.com/filemanager/api/v2/files/186103065868/signed-url-redirect?portalId=6285294