How to Use GoHighLevel Public Document Links for E-Signing

Managing digital signatures efficiently across tools like ClickUp and your CRM is essential when you work with proposals, contracts, and onboarding documents. In this guide, you will learn step-by-step how to create, share, and manage public document links for e-signing inside GoHighLevel so you can collect signatures without manual uploads or confusing email threads.

This tutorial is based on the official documentation and walks you through everything from prerequisites to tracking signed documents.

What Are Public Document Links in GoHighLevel?

Public document links in GoHighLevel allow you to share a document that needs an electronic signature through a single URL. Anyone with the link can open the document, complete the required fields, and sign it without logging into an account.

These links are ideal when you want a fast, frictionless signing experience, especially for leads or clients who are not yet fully onboarded in your system.

Prerequisites for Using GoHighLevel E-Sign Links

Before you create a public document link, make sure you have the following in GoHighLevel:

• An active GoHighLevel account with access to the Documents feature.
• A properly created document template with the necessary signature and form fields.
• Appropriate user permissions to create and share documents.

If you are still configuring your CRM workflows and automation, you can also review strategic CRM setups from partners like Consultevo to align your GoHighLevel environment with your broader operations.

How to Create a Public Document Link in GoHighLevel

Follow these steps to generate a shareable public e-sign link directly from your GoHighLevel account.

Step 1: Open the Documents Area in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand menu, navigate to the section where documents are managed (typically under the main CRM or assets area).
3. Locate the document or template you want to send for e-signing.

Ensure the document already contains all required fields, including signature blocks, dates, and any custom inputs you need.

Step 2: Configure the Document for Public E-Signing

1. Select the document in GoHighLevel that you want to share.
2. Open the document details or settings panel.
3. Look for an option that refers to public access, public link, or public e-signing.
4. Enable the setting that allows the document to be accessed via a public URL.

When you enable public access, GoHighLevel prepares the document so that anyone with the link can view and sign, without requiring authentication.

Step 3: Generate the Public Document Link in GoHighLevel

1. After enabling public access, click the button or link labeled something like Copy Link or Get Public Link.
2. GoHighLevel will generate a unique URL for that document.
3. Copy the URL to your clipboard and store it somewhere secure if you plan to reuse it.

This URL is what you will paste into emails, SMS campaigns, funnels, or other platforms where you want to collect signatures.

How to Share Your GoHighLevel Public E-Sign Link

Once your link is ready, you can distribute it through multiple channels so contacts can sign the document at their convenience.

Share the Link via Email

1. Open your email marketing or automation area in GoHighLevel.
2. Create a new email or automation step.
3. Paste the public document link into the email body, using clear anchor text.
4. Save and send or schedule your message.

For example, you can write: “Click here to review and sign your agreement” and hyperlink that phrase to the public document URL.

Share the Link via SMS or Other Channels

1. Navigate to your SMS or workflow builder in GoHighLevel.
2. Add a step to send an SMS when a contact reaches a specific pipeline stage.
3. Insert the public document URL directly into the text message.
4. Test the SMS to ensure the link opens correctly on mobile devices.

Because public links do not require logins, they are especially effective in mobile-first workflows and quick follow-ups.

Embed or Use the Link in Funnels

1. Open your funnel or website builder within GoHighLevel.
2. Add a button or hyperlink to the relevant page.
3. Set the button action or link destination to the public document URL.
4. Publish or update the funnel so visitors can access the e-sign document directly.

This approach works well for onboarding pages, order forms, or membership flows where a signature is required before granting access.

What Signers Experience with GoHighLevel Public Links

When a contact clicks your GoHighLevel public document link, they will:

• Open the document in a secure, web-based viewer.
• See required fields and signature areas clearly marked.
• Complete any text fields, checkboxes, or dates you have configured.
• Apply their electronic signature using the supported methods (such as typed or drawn signatures, depending on the configuration).
• Submit the form to finalize their signature.

The entire process is streamlined for non-technical users, helping you reduce friction and increase signed document completion rates.

Tracking and Managing Signed Documents in GoHighLevel

After you begin sending public e-sign links, you can monitor response and completion directly inside GoHighLevel.

View Signature Status

1. Return to the Documents section in GoHighLevel.
2. Locate the document associated with the public link.
3. Check status indicators such as Sent, Viewed, or Signed (depending on the interface).

These statuses help you understand where your contacts are in the signing process and when to follow up.

Access Completed Documents

1. Click on a signed document entry in GoHighLevel.
2. Open the final, signed version, which typically includes any audit trail or timestamp information supported by the system.
3. Download, print, or store the document as needed for your records.

Because everything is centralized, you can quickly verify who signed, when they signed, and which version of the document they agreed to.

Best Practices for GoHighLevel Public Document Links

• Use clear link labels: Make sure your calls to action specify that the contact is reviewing and signing an agreement.
• Combine with automation: Trigger emails or SMS reminders from GoHighLevel when a document is not yet signed after a certain time.
• Secure the link: Share the link only with intended recipients and avoid posting sensitive contract links on public pages.
• Test the workflow: Before sending to clients, open the link yourself and complete a test signature to confirm the steps are working as expected.

Learn More About GoHighLevel E-Sign Features

If you want the most accurate, up-to-date details about how public document links for e-signing work, review the official documentation at this GoHighLevel help article. It provides additional visual guidance and specific interface notes that may change as the platform evolves.

By mastering public document links and combining them with your automation, pipelines, and communication tools, GoHighLevel can become a central hub for collecting compliant electronic signatures and accelerating your client onboarding.

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