# Ability to create lists and workflows from Document views **URL:** \ **Category:** HubSpot Ideas\ **Tags:** sales-documents\ **Created:** [January 29, 2018, 9:48pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556 "2018-01-29T21:48:37Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![kbialy](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kbialy/32/64675_2.png) [@kbialy](https://community.hubspot.com/u/kbialy)\ **Post date:** [January 29, 2018, 9:48pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/1 "2018-01-29T21:48:37Z")
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it’s not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions. Thank you! ---
**Author:** ![jasonsongtrust](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jasonsongtrust/32/32521_2.png) [@jasonsongtrust](https://community.hubspot.com/u/jasonsongtrust)\ **Post date:** [June 19, 2017, 9:24pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/2 "2017-06-19T21:24:10Z")
Surprised this doesn’t exist. Why else would we gather email information when sharing documents? (You are unable to do this with URL tracking because the links change.) ---
**Author:** ![sjudson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sjudson/32/24719_2.png) [@sjudson](https://community.hubspot.com/u/sjudson)\ **Post date:** [July 31, 2017, 7:08pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/3 "2017-07-31T19:08:20Z")
Empty ---
**Author:** ![mpike](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mpike/32/10599_2.png) [@mpike](https://community.hubspot.com/u/mpike)\ **Post date:** [August 30, 2017, 6:42pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/4 "2017-08-30T18:42:57Z")
The Documents aspect of Sales Pro is a very cool tool. The ability to see where they are on a page and how long and if they even opened would also be useful on the marketing side. It doesn’t look like there is currently a way to track documents sent on the marketing side like there is on sales pro. Is there anything in place for this or does anyone have any ideas? ---
**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\ **Post date:** [September 5, 2017, 6:33pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/5 "2017-09-05T18:33:21Z")
THIS SO MUCH THIS ---
**Author:** ![blinkertoon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/blinkertoon/32/27089_2.png) [@blinkertoon](https://community.hubspot.com/u/blinkertoon)\ **Post date:** [September 14, 2017, 9:21am UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/6 "2017-09-14T09:21:43Z")
Couldn’t agree more! Got really excited (OK, maybe I’m marketing nerd..) to find the Sales Documents tool, so we uploaded a couple of docs, tested it out and whilst a shame it doesn’t offer the flipbook view option, the insights were great. So off we went to swap out the links in our marketing emails currently pointing to the flipbook equivalent on our website to the new docs in HubSpot.. only to find they weren’t in the file manager ![16x16_smiley-sad.png.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/1/16b89523d059319b84f87c1d11eb53d838a4d35d.png) Clearly you can add docs in file manager on the marketing side, but (i) there are no insights and (ii) you don’t want the same doc in two places - not least in case one gets updated and the other doesn’t, but also as you’d have separate stats for the same doc in two different places. Seems the same frustration exists from the other perspective [here](https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-Marketing-Content-with-Sales-Documents/idc-p/30239).. Come on guys - please fix it for us..! 😉 Thanks. ---
**Author:** ![cfar](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cfar/32/84335_2.png) [@cfar](https://community.hubspot.com/u/cfar)\ **Post date:** [May 4, 2018, 10:37am UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/7 "2018-05-04T10:37:26Z")
Yes! The people who are downloading/engaging with our content are the ones we want to market to! Short-sighted for us not to be able to! ---
**Author:** ![Siddall](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/siddall/32/98942_2.png) [@Siddall](https://community.hubspot.com/u/Siddall)\ **Post date:** [May 4, 2018, 3:23pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/8 "2018-05-04T15:23:20Z")
Absolutely. Also, having the two document repositories is very challenging for **document version control**. An industry white paper will be used in marketing blogs, landing pages, and marketing emails… **and** it will definitely be used in sales emails and sequences as well. ---
**Author:** ![Scott\_Dubin](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/scott_dubin/32/99782_2.png) [@Scott\_Dubin](https://community.hubspot.com/u/Scott_Dubin)\ **Post date:** [April 12, 2018, 2:01pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/9 "2018-04-12T14:01:28Z")
this is also a major issue for me - it adds a huge inconvenience. this should be an easy problem to fit as it could be accomplished by simply adding a searchable field for list building and workflows. ---
**Author:** ![johnmgiunta](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/johnmgiunta/32/14279_2.png) [@johnmgiunta](https://community.hubspot.com/u/johnmgiunta)\ **Post date:** [August 27, 2018, 9:12pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/10 "2018-08-27T21:12:13Z")
This is an issue for me as well. As sales teams send out more tailored content, it is essential to be able to track the results of the content. ---
**Author:** ![henrietta](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/henrietta/32/79644_2.png) [@henrietta](https://community.hubspot.com/u/henrietta)\ **Post date:** [November 19, 2018, 5:04pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/11 "2018-11-19T17:04:10Z")
I also agree that this is an issue! I want to be able to assign a source to the document view as currently I have to attribute leads manually in Salesforce (it auto-adds leads) ---
**Author:** ![alonymous](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alonymous/32/30191_2.png) [@alonymous](https://community.hubspot.com/u/alonymous)\ **Post date:** [February 28, 2019, 7:35pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/12 "2019-02-28T19:35:11Z")
I NEED THIS SO BAD. Should be the most simple thing to allow people to create a list based on who has viewed a document. Even an export of who has viewed a document that we could re-import would be fine. Anyone know a workaround? ---
**Author:** ![auto\_mate](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/auto_mate/32/38114_2.png) [@auto\_mate](https://community.hubspot.com/u/auto_mate)\ **Post date:** [March 4, 2019, 2:42pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/13 "2019-03-04T14:42:22Z")
Oh lord this… It’s stopping me letting sales users send docs via email 😞 ---
**Author:** ![Hollymma](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hollymma/32/99678_2.png) [@Hollymma](https://community.hubspot.com/u/Hollymma)\ **Post date:** [May 15, 2019, 3:23pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/14 "2019-05-15T15:23:08Z")
My issue is similar in that I asked how I can see the names of the people we sent a specific document. I was directed here to log in the request. I don’t know how we can update the customers when a new document is available if we only see the count of how many times it was sent but can’t see who it went to. ---
**Author:** ![jwlevitt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jwlevitt/32/97852_2.png) [@jwlevitt](https://community.hubspot.com/u/jwlevitt)\ **Post date:** [June 11, 2019, 8:09pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/15 "2019-06-11T20:09:58Z")
This would be awesome! ---
**Author:** ![MathieuParkour3](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mathieuparkour3/32/30191_2.png) [@MathieuParkour3](https://community.hubspot.com/u/MathieuParkour3)\ **Post date:** [October 14, 2019, 2:29pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/16 "2019-10-14T14:29:18Z")
We really need this. Please! ---
**Author:** ![kyle2](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kyle2/32/92090_2.png) [@kyle2](https://community.hubspot.com/u/kyle2)\ **Post date:** [October 31, 2019, 9:24pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/17 "2019-10-31T21:24:49Z")
There should be some way to identify the document viewers as an “activity type” or “contact property” when filtering contacts, creating lists, setting up automation, etc. ---
**Author:** ![DwiP](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dwip/32/1529_2.png) [@DwiP](https://community.hubspot.com/u/DwiP)\ **Post date:** [November 4, 2019, 12:17am UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/18 "2019-11-04T00:17:30Z")
It would be great if we could create an active list where it would pull contacts who have ever viewed a particular Sales Document. At the moment, we can only view the contacts who have ever viewed the Sales Document, but we are not able to capture those contacts in the list (there aren’t any contact properties to identify these contacts as well) - so users would be able to perform a follow up actions to those contacts based on list membership. Submitting on behalf - Reuben ---
**Author:** ![ybenghorbal](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ybenghorbal/32/89259_2.png) [@ybenghorbal](https://community.hubspot.com/u/ybenghorbal)\ **Post date:** [November 8, 2019, 10:57am UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/19 "2019-11-08T10:57:21Z")
Hello, I totaly agree with your request. I wanted to export easily the list of contact with all propreties. Hope to find a solution asap. Regards ---
**Author:** ![HHunt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hhunt/32/101739_2.png) [@HHunt](https://community.hubspot.com/u/HHunt)\ **Post date:** [January 11, 2021, 8:48pm UTC](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556/20 "2021-01-11T20:48:56Z")
Related idea for people following this thread to go upvote please: [https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-create-lists-and-workflows-from-Document-views/idc-p/398621#M71650](https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-create-lists-and-workflows-from-Document-views/idc-p/398621#M71650) [Next page](https://community.hubspot.com/t/ability-to-create-lists-and-workflows-from-document-views/7556.md?page=2)