How to Use GoHighLevel Documents & Contracts

If you manage client paperwork in tools like ClickUp and now want everything centralized, GoHighLevel gives you a powerful way to build, store, and send documents and contracts from one place. This guide walks you through how to create templates, manage folders, and use the content library so your team can generate digital paperwork efficiently.

The instructions below are based on the GoHighLevel documents and contracts feature and focus on the content library workflow inside a sub-account.

Accessing the GoHighLevel Documents Content Library

Before you can send agreements to clients, you need to know where documents live in your GoHighLevel sub-account.

1. Log in to your GoHighLevel account.
2. Open the Sub-Account where you want to manage documents.
3. In the left-side menu, click Payments.
4. Select Documents from the Payments submenu.

From here you can switch between Documents, Templates, and Content Library tabs depending on what you want to do.

Understanding GoHighLevel Documents, Templates, and Content Library

The documents system in GoHighLevel is organized into three main areas, each with a distinct purpose.

Documents in GoHighLevel

The Documents tab shows actual, sendable files that are tied to specific contacts or deals. These are live contracts or forms that a client can sign.

• Each document has a status, such as Draft, Sent, or Completed.
• You can track who received the document and when it was last updated.
• Documents are usually created from templates.

Templates in GoHighLevel

The Templates tab stores reusable layouts that you can turn into new documents quickly.

• Templates contain the structure and fields of your contracts or forms.
• They can include placeholders for client names, dates, and pricing.
• Using templates helps you standardize your paperwork across your team.

Content Library in GoHighLevel

The Content Library is where you organize and store the underlying files and building blocks used inside your document templates.

• Keep repeatable content like terms and conditions, policies, and standard clauses.
• Organize materials into folders and subfolders.
• Control what your team can reuse when creating new templates and documents.

By maintaining a clean GoHighLevel content library, you make it faster and safer for users to assemble accurate contracts.

How to Create Folders in the GoHighLevel Content Library

Folders help you categorize the content you use in documents and templates so you can find everything quickly.

1. Navigate to Payments > Documents.
2. Click the Content Library tab.
3. Look for an option such as New Folder or a + Folder button.
4. Enter a clear folder name, for example:
   • Client Contracts
   • Legal Clauses
   • Service Packages
5. Save the folder.

Repeat this process to create folders for each major category of document content you want to manage in GoHighLevel.

How to Upload Content into the GoHighLevel Library

Once your folder structure is ready, start adding the files and content blocks your team needs.

1. Open Payments > Documents > Content Library.
2. Click into the folder where you want to store your file.
3. Use the Upload or Add Content button.
4. Choose the file type supported by GoHighLevel (for example, a document or asset allowed on the source page).
5. Upload the file and wait for confirmation.

Make sure you use descriptive names so that team members can find the right content when building templates.

Using GoHighLevel Content Library Items in Templates

The real power of the content library comes when you plug stored content into your reusable templates.

1. Go to the Templates tab under Payments > Documents.
2. Click New Template or select an existing template to edit.
3. Within the template editor, look for an option to Insert from Library or similar wording.
4. Browse your folders in the GoHighLevel content library.
5. Select the clause, section, or file you want to add to the template.
6. Save the template after inserting all required library items.

This workflow lets you maintain your key legal or business text in one place, while templates simply reference that content.

How to Create a Document from a Template in GoHighLevel

After setting up templates that rely on your library content, you can generate client-specific documents quickly.

1. Open the Documents tab in your GoHighLevel sub-account.
2. Click Create Document or a similar button.
3. Choose a template from the list.
4. Select or search for the contact you want to assign the document to.
5. Review the auto-filled fields like name, email, and date.
6. Customize any editable sections if needed.
7. Save the draft and then click Send to email the document to your client.

The document will now appear in the list with a status, allowing you to track responses and completions.

Managing and Organizing GoHighLevel Documents

Good organization helps you keep a clean workflow when you send a high volume of agreements.

Filtering and Sorting GoHighLevel Documents

• Filter documents by Status (Draft, Sent, Completed, etc.).
• Sort by Date Created or Last Updated.
• Search by client name or document title.

Use these tools to quickly find what needs your attention, such as unsigned contracts.

Editing and Duplicating GoHighLevel Templates

• Open a template to adjust clauses or update outdated text.
• Duplicate an existing template to create a variation for a new service or pricing tier.
• Remove templates you no longer use to keep the system tidy.

Whenever you make changes to templates or library content, future documents will reflect the new language, helping you stay consistent across your business.

Best Practices for Using the GoHighLevel Content Library

• Standardize Naming: Use clear names for folders, templates, and documents.
• Centralize Legal Text: Keep your terms, policies, and disclaimers inside the content library so updates are easier.
• Limit Editing: Encourage team members to rely on templates and avoid ad-hoc changes for compliance.
• Review Regularly: Schedule periodic reviews of library content to ensure everything is accurate and up to date.

Additional Resources

For more detailed reference information, see the official GoHighLevel documentation on documents and contracts here: GoHighLevel Documents & Contracts.

If you want expert help implementing automation, CRM strategy, and document workflows around your GoHighLevel setup, visit Consultevo for consulting and implementation services.

By mastering the documents, templates, and content library features, you can streamline contract management inside GoHighLevel and keep all client paperwork organized within a single platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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