View created documents in HubSpot

There are four places in HubSpot where you can find documents Portant has generated: the Portant app card, the activity feed, custom properties, and the attachments section. Use whichever fits how your team works.

In this guide:

1. The Portant app card
2. The activity section
3. Custom properties
4. The attachments section

The Portant app card

The Portant card sits on the record (deal, contact, company, ticket or custom object) alongside the rest of HubSpot's CRM info. From here you can run workflows and view the documents you've already generated.

The card appears automatically once the Portant app is installed in HubSpot.

The activity section

The activity feed shows a timeline of everything that's happened on the record. Document generation events show up here too.

Open a deal and click the Activities tab.

Click Filter Activity and pick Portant | Google Docs & eSign.

Now the timeline only shows document creation activity for the record.

Custom properties

Portant stores document details (link, status, workflow name, and more) in a group of custom HubSpot properties on the record. You can see them by opening the property panel.

You can use these properties to trigger HubSpot workflows and to build dashboards or reports.

To pin them to the left-hand sidebar of every record:

Click View all properties.

Scroll to the Portant group of custom properties and click Add to your view for each property you want pinned.

Once you save, those properties appear in the left-hand panel on every record.

The attachments section

Any PDF outputs Portant generates are saved as attachments on the HubSpot record automatically.

Open the Attachments section and click the dropdown.

The attached PDF is shown. If there's more than one, click View all attachments.

You'll see every attachment on the record.

Use the search bar to find a specific attachment.

To remove a file, tick the checkbox and click Remove.

Click Detach to confirm.