--- title: Include Documents and Quick Links description: Use HubSpot Documents to share trackable content such as PDFs, presentations, pricing sheets, or sales collateral. HubSpot can track when recipients view the document. --- [Skip to content](https://hubspot.claytonpropertiesgroup.com/knowledge-base/include-documents-and-quick-links#main-content) ![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=200&height=107&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png) Open main navigation Close main navigation - [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request) [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [CPG HubSpot Knowledge Base](https://hubspot.claytonpropertiesgroup.com/knowledge-base?hsLang=en) 2. [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en) 3. [Sales](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#sales) October 16, 2026 # Include Documents and Quick Links ## Use HubSpot Documents to share trackable content such as PDFs, presentations, pricing sheets, and sales collateral. HubSpot can notify you when a recipient views a shared document. ### **This article explains how to add documents and quick snippets to emails sent directly from HubSpot CRM records, including how to track recipient engagement and use the snippet keyboard shortcut. How to Add Documents Inside an Email** #### **Step 1: Open the record you wish to send an email to.** - If an active opportunity exists, send the email from your Deal record whenever possible. - Click either the **Email icon** or **Emails tab**. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-50-21-5033-PM.png?width=670&height=104&name=image-png-Jun-18-2026-02-50-21-5033-PM.png) #### Step 2: Add a document To add a document to your email, click the Documents tab in the email toolbar, select your document from the library, and optionally require recipients to enter their email address before viewing it. - Click the **Documents** tab in the email toolbar. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-01-35-24-5447-PM.png?width=670&height=578&name=image-png-Jun-18-2026-01-35-24-5447-PM.png) #### Step 3: Select the document - Click the **Owner** dropdown in the document toolbar. - Select **Any** to view all available documents and folders. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-01-36-02-2677-PM.png?width=670&height=481&name=image-png-Jun-18-2026-01-36-02-2677-PM.png) - Select an existing document. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-01-36-33-8628-PM.png?width=670&height=488&name=image-png-Jun-18-2026-01-36-33-8628-PM.png) - You can require recipients to enter their email address before viewing the document - Enabling this option will notify you when the recipient or anyone else opens the document — a useful way to track engagement. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-01-36-50-8199-PM.png?width=670&height=84&name=image-png-Jun-18-2026-01-36-50-8199-PM.png) - The document will now appear in your email draft: **Note:** If no documents appear in the library, check that documents have been uploaded in your HubSpot Documents tool (**Sales \> Documents**) and that your user permissions allow access. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-01-37-11-3853-PM.png?width=670&height=585&name=image-png-Jun-18-2026-01-37-11-3853-PM.png)   ### **How to Add Quick Snippets Inside an Email** #### **Step 1: Open the record you wish to send an email to.** **![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-50-21-5033-PM.png?width=670&height=104&name=image-png-Jun-18-2026-02-50-21-5033-PM.png)** #### Step 2: Add the snippet To add a snippet to your email, click the Snippets tab in the email toolbar and select the snippet you want to insert. You can also type # while composing to search and insert a snippet without opening the menu. - Click the **Snippets** tab in the email toolbar. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-35-25-0726-PM.png?width=670&height=575&name=image-png-Jun-18-2026-02-35-25-0726-PM.png) #### Step 3: Select the Snippet - Find the snippet you wish to add. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-35-42-2420-PM.png?width=670&height=582&name=image-png-Jun-18-2026-02-35-42-2420-PM.png) - The text associated with the snippet will appear in your email: ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-36-08-0754-PM.png?width=670&height=579&name=image-png-Jun-18-2026-02-36-08-0754-PM.png) #### Snippet Shortcut - While composing an email, type **#** to search for and insert a snippet without opening the Snippets menu. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Jun-18-2026-02-37-05-1186-PM.png?width=670&height=549&name=image-png-Jun-18-2026-02-37-05-1186-PM.png) - [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#main-content) - [Sales](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#sales) - [OSC/eLead Teams](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#osc-elead-teams) - [Highland Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#highland-homes) - [Harris Doyle Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#harris-doyle-homes) [![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=150&height=80&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png "Clayton_HubSpot_Services_Navy_Logo_RGB")](https://hubspot.claytonpropertiesgroup.com?hsLang=en) Copyright © 2026, Clayton HubSpot Services