Installing S-Docs for HubSpot

100 2 0 July 9, 2024

Welcome to S-Docs!

S-Docs allows you to securely create, send, and sign all your client/customer documents from one place. We’re excited for you to get started! Now, all you need to do is follow these instructions to install S-Docs within your Hubspot workspace.

The S-Docs application is attached to a unique URL (source). This URL will come from the Hubspot Marketplace.

1: Install S-Docs for HubSpot from the Hubspot Marketplace.

Note: You will need to create a folder titled “Sdocs” in the files and templates section of Hubspot prior to installation. Refer to the Hubspot documentation on how to create a new folder.

2: After clicking install, you can choose the account into which you want to install S-Docs.

Note: If you have multiple accounts, double-check that you are selecting the correct account for installation.

3: Select the instance of Hubspot you wish to install within, and tap the correct circle.

Under Details, note that there is a number. This is called the Hub ID and is unique to a Hubspot instance.

4: Click Choose Account.
The administrator will have to accept or confirm the required permissions to perform this operation.

Note: The following alert may appear if Hubspot has not verified the details of the app. You should no longer see this alert message once the required permissions have been granted.

If you are a Hubspot administrator, you have access to the permissions required by S-Docs. Please review and accept these permissions (scopes) to authorize access to S-Docs.

5: Review and click Connect app.

6: Once the app has been successfully connected, the letters Ok appear.