📎 How can I attach generated documents to an object with ChiliDocs®?

In the ChiliDocs® CRM card, you can choose to attach the generated document directly to the current HubSpot object.

✅ Here’s how it works:

• When generating a document in the CRM card, select the option “Attach document”.

• ChiliDocs® will then save the file under “Attachments” of the respective object (e.g., deal, contact, ticket, company).

• The file is also stored in the HubSpot File Manager in the folder “ChiliDocs/Attachment_Files”.

• Additionally, ChiliDocs® creates a note entry via the integration on the object to log the attachment action.

💡 Note:

• This way, the document is available both on the object and centrally in the File Manager.

• The note helps keep track of the action in the object’s activity timeline.