How to Send Documents and Contracts in GoHighLevel Workflows

Using ClickUp for task tracking and GoHighLevel for automation is a powerful combo, especially when you know how to send documents and contracts directly from a workflow. This guide walks you through configuring the Send Documents/Contracts action in GoHighLevel so you can automate signatures and document delivery with confidence.

The steps below are based on the official GoHighLevel support article for the Send Documents/Contracts workflow action and are organized to be easy to follow, optimize, and troubleshoot.

What the GoHighLevel Send Documents/Contracts Action Does

The Send Documents/Contracts workflow action in GoHighLevel lets you automatically deliver contracts, agreements, and other documents to your contacts for review and signature.

With this workflow action, you can:

• Attach one or more contracts or documents to a workflow step.
• Send documents to contacts based on triggers and filters.
• Collect signatures electronically via GoHighLevel.
• Automate follow-ups if the document is not signed.

This is ideal for proposals, onboarding documents, consent forms, retainers, and any signature-based process you want to streamline.

Pre‑Requisites in GoHighLevel

Before you add the Send Documents/Contracts action in a GoHighLevel workflow, make sure:

• You have access to the workflows feature in your sub-account.
• Your documents or contracts are already created and saved in the Documents or Contracts section.
• Your contact records include valid email addresses or phone numbers, depending on how you send the document.

Once these items are ready, you can build the workflow around them in GoHighLevel.

Adding the Send Documents/Contracts Action in GoHighLevel

Follow these steps to insert and configure the Send Documents/Contracts action inside a workflow in GoHighLevel:

Step 1: Open Your Workflow in GoHighLevel

1. Log in to your GoHighLevel account.
2. Navigate to the appropriate sub-account where you want the workflow to run.
3. Go to Automation and select Workflows.
4. Open an existing workflow or click to create a new workflow.

Be sure the workflow has a trigger that adds contacts, such as form submissions, pipeline stage changes, or manual additions.

Step 2: Insert the Send Documents/Contracts Action

1. Inside the workflow builder, click the + icon where you want to add your action.
2. From the list of available actions, choose Send Documents/Contracts.
3. The configuration panel for this action will open on the right side of the GoHighLevel builder.

Place this action after any steps that qualify the contact or gather information needed for the document.

Step 3: Choose the Document or Contract

1. In the action settings, look for the field where you can select a contract or document.
2. Open the dropdown menu and choose the appropriate document that you have previously created in GoHighLevel.
3. If the document does not appear, confirm that it is saved and active in your Documents/Contracts section.

Each Send Documents/Contracts action can be tied to a specific template, allowing you to create multiple workflow paths for different document types.

Step 4: Configure Recipient Settings

Next, define who will receive the document when this action runs in GoHighLevel.

1. Confirm that the Contact in the workflow is the intended signer.
2. Verify that the contact has a valid email address or phone number, depending on how GoHighLevel delivers the document.
3. If the action allows, specify any additional recipients or CC fields if required by your process.

Most commonly, the primary contact is the signer, but you can adapt based on your sales or onboarding pipeline.

Step 5: Customize Message and Delivery Options

Depending on the version and configuration of GoHighLevel, you may have options to customize:

• Email subject line and message body.
• SMS copy, if the document link is sent via text.
• From name or sending profile.

Use clear language that explains what the document is, why the contact is receiving it, and what action they need to take.

Automating Follow‑Ups in GoHighLevel

Once the Send Documents/Contracts action is in place, you can build automation around document status inside GoHighLevel.

Use Delays and Conditions After Sending

1. Add a Delay step after the Send Documents/Contracts action (for example, wait 1 day).
2. After the delay, insert an If/Else or Condition based on document status or tags.
3. Route contacts who have not signed to a reminder sequence.
4. Send a thank-you or next-step email to contacts who have already signed.

This keeps your document workflow fully automated without constant manual follow-up.

Track Document Status in GoHighLevel

Use any document-related fields, tags, or triggers that become available when the contract is sent, viewed, or signed. These can be used to:

• Update pipeline stages.
• Notify team members when a contract is completed.
• Start onboarding or fulfillment workflows as soon as GoHighLevel records a completed signature.

Best Practices for Send Documents/Contracts in GoHighLevel

To ensure the Send Documents/Contracts action runs smoothly in GoHighLevel, follow these best practices:

• Test on a dummy contact: Run the workflow on your own email to confirm that the document, message, and links work correctly.
• Use clear naming: Give each contract template in GoHighLevel a descriptive name so you can select the correct one in the workflow.
• Keep one source of truth: If you update a document, make sure the workflow references the latest version.
• Combine with tags: Apply tags when documents are sent or signed so you can segment and report on contract status.

Troubleshooting Send Documents/Contracts in GoHighLevel

If the document is not sending or contacts report issues, check these areas:

• Workflow enrollment: Confirm the contact actually enters the workflow and reaches the Send Documents/Contracts step.
• Contact data: Make sure the contact has a valid email address or phone number in GoHighLevel.
• Document availability: Verify that the selected document still exists and is active.
• Action configuration: Review all fields in the Send Documents/Contracts action for missing or incorrect settings.

For more detailed and updated information, refer to the official GoHighLevel documentation for this action at Workflow Action: Send Documents/Contracts.

Where GoHighLevel Fits in Your Broader Stack

Many agencies pair GoHighLevel with project and process tools such as ClickUp, spreadsheets, or dedicated reporting platforms. GoHighLevel excels at automation, communication, and pipeline tracking, while other tools may handle internal planning and task management.

If you want expert help building a complete automation ecosystem around GoHighLevel, you can explore services from specialized consultants such as Consultevo, who focus on strategy, setup, and optimization.

Summary: Using GoHighLevel to Automate Documents and Contracts

The Send Documents/Contracts workflow action allows you to automatically send, track, and follow up on critical agreements inside GoHighLevel. By selecting the correct document template, configuring recipients, and building smart follow-ups, you streamline your contract process and reduce manual work.

Once configured properly, this feature helps agencies and businesses close deals faster, keep records organized, and deliver a more professional client experience directly from GoHighLevel workflows.

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