Upload Files to Contacts in GoHighLevel Using Custom Fields

Managing client documents in one place is essential, whether your team works in ClickUp, spreadsheets, or directly inside your CRM. This guide explains, step by step, how to upload and store files on contact records in GoHighLevel using a file upload custom field so your team can access contracts, IDs, and other documents instantly.

By the end of this tutorial, you will know how to create a new file upload field, where it appears on each contact, and how to attach and download files whenever you need them.

Why Use GoHighLevel Custom Fields for Files?

Instead of searching through emails or separate folders, you can keep important files attached directly to each contact profile in GoHighLevel. Using a dedicated file upload custom field gives you:

• Centralized document storage per contact
• Easy access for sales and support teams
• Consistent naming and structure
• Better documentation for compliance and record keeping

This method is ideal for items such as signed contracts, proposals, ID documents, forms, or any file related to a specific contact.

Prerequisites for Using File Uploads in GoHighLevel

Before you start, make sure you have:

• Access to the correct Location in your GoHighLevel account
• Permissions to edit Custom Fields
• The files you want to upload (PDF, images, or supported formats)

Once these are in place, you can configure the custom field and begin attaching files to your contacts.

Step 1: Open the Custom Fields Area in GoHighLevel

First, navigate to the custom fields section where you will create the file upload field.

1. Log in to your GoHighLevel account.
2. Select the appropriate Location from the left side menu if you manage multiple locations.
3. Click on Settings in the left navigation.
4. In the Settings menu, choose Custom Fields.

This page lists all existing custom fields that can be used across forms, surveys, and contact records in GoHighLevel.

Step 2: Create a File Upload Custom Field in GoHighLevel

Next, create a new custom field that allows file uploads so you can attach documents to contacts.

1. On the Custom Fields page, click the + Custom Field button.
2. In the field type options, select File Upload. This tells GoHighLevel that the field will hold files rather than text or numbers.
3. Enter a clear Field Name, for example:
   • Client Documents
   • Uploaded Contract
   • Verification Files
4. Optional: Assign the field to a Group (such as “Contact Information” or “Documents”) to keep your fields organized.
5. Click Save to create the new file upload field.

After saving, your new file upload field becomes available on contact records in your GoHighLevel location.

Step 3: Locate the File Upload Field on a Contact in GoHighLevel

Now that the field exists, confirm where it appears and how to use it on an actual contact.

1. In the left navigation, click Contacts.
2. Open an existing contact by clicking their name, or create a new contact if needed.
3. On the contact record, scroll through the Custom Fields section until you find the new file upload field you created.
4. If you assigned it to a group, look under that specific group heading.

You should see an area where you can upload or drag and drop files into the custom field.

Step 4: Upload Files to a GoHighLevel Contact Custom Field

With the file upload custom field visible, you can now attach files directly to the contact.

1. On the contact record, find your File Upload custom field.
2. Click the Upload button or the file area in that field.
3. Choose one or more files from your computer, such as:
   • Signed agreements
   • Scanned IDs
   • Invoices or receipts
   • Any other relevant document
4. Wait for the upload to complete; you will see the file name or a link appear in the field after it has finished uploading.

The uploaded file is now stored and associated with that specific contact inside GoHighLevel.

Step 5: View, Download, or Replace Files in GoHighLevel

After files are uploaded, you can easily access or update them from the same custom field.

• To view or download a file:
  • Open the contact record.
  • Locate the file upload custom field.
  • Click the file link to view or download it in your browser.
• To replace or add a new file:
  • Use the same upload area in the custom field.
  • Select additional files, or remove unwanted ones if options are provided.

This approach ensures everyone on your team can quickly find the latest relevant document for each contact without leaving GoHighLevel.

Best Practices for Managing Files with GoHighLevel Custom Fields

To keep your account organized and efficient, consider these practical tips:

• Use clear field names such as “Primary Contract” or “Client Intake Form” so team members know exactly what to upload.
• Standardize file naming on your computer before uploading (for example, clientname-contract-2025.pdf).
• Limit field clutter by creating only the file upload fields you truly need.
• Train your team on where to find and upload files in GoHighLevel to keep records consistent.

Following these practices helps maintain a clean CRM and reduces time spent searching for documents.

When to Use File Upload Custom Fields in GoHighLevel

Using file upload custom fields is helpful whenever you need to attach documents directly to a specific contact, such as:

• Onboarding new clients with signed agreements
• Storing compliance or identity verification files
• Saving proposals or estimates for quick reference
• Keeping media releases or consent forms on record

Rather than relying on external storage alone, you can keep key items within your GoHighLevel contact records while still using other tools in your workflow.

Additional Resources for GoHighLevel Users

For more information about adding files to contacts using a custom field in GoHighLevel, you can review the original help article here: GoHighLevel support guide on adding files.

If you need implementation help, automation design, or advanced CRM optimization, visit Consultevo for expert consulting services.

Summary: Using GoHighLevel Custom Fields to Store Contact Files

Using a file upload custom field in GoHighLevel is a simple and reliable way to keep all essential documents attached directly to each contact profile. By creating the custom field, adding it to your contacts, and uploading files through the contact record, your team can centralize documentation and streamline client management with minimal effort.

Follow the steps in this guide whenever you need to create new file upload fields so your GoHighLevel account stays structured, compliant, and easy for your entire team to use.

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