Manage Documents and Files in the GoHighLevel Mobile App

The GoHighLevel mobile app makes it easy to store and manage client assets wherever you are, even if you also use tools like ClickUp for project tracking. This step-by-step guide shows you exactly how to upload, view, filter, download, and delete documents and files from your phone or tablet using GoHighLevel.

Follow the sections below in order, or jump to the part that matches what you want to do today.

Access the Documents Area in GoHighLevel

Before you can work with files, you need to navigate to the correct area inside the GoHighLevel mobile app.

1. Open the GoHighLevel mobile app on your device.

2. Log in with your usual account credentials if prompted.

3. From the main navigation, go to the section where documents and files are available in your account.

Once you reach the documents section, you will see a list of all files that have been added to your GoHighLevel account.

Upload New Files in the GoHighLevel Mobile App

You can upload new assets such as PDFs, images, or other documents directly from your phone. This is helpful when you receive client files via email or messenger apps and want to store them securely in GoHighLevel.

1. In the documents area, tap the Upload or + Add button (depending on your app version).

2. Choose the source:

   • Select from your phone’s file manager.
   • Pick a photo or video from your gallery.
   • Use other connected storage options if available on your device.

3. Tap on the file you want to upload.

4. Confirm the upload and wait for the progress bar or confirmation message.

After upload, your file appears in the documents list in GoHighLevel and becomes available to other users in your workspace with appropriate access.

View and Open Files in GoHighLevel

Viewing a file in the GoHighLevel mobile app lets you quickly inspect the content before sending or sharing it with contacts.

1. From the documents list, locate the file you want to open.

2. Tap the file name or thumbnail.

3. Your device will open a preview using its default viewer for that file type.

If your device cannot natively open the file type, you may be prompted to choose an app to view it. Once opened, you can review the document and then return to GoHighLevel with your back button.

Filter and Search Files in GoHighLevel

As your library of assets grows, filters and search tools in GoHighLevel help you quickly find the document you need.

Use Search to Find GoHighLevel Files

1. In the documents list, tap the Search icon (usually a magnifying glass).

2. Enter part of the file name, keyword, or phrase associated with the document.

3. Review the filtered results and tap the correct file to open it.

Apply Filters in the GoHighLevel App

Depending on your app version, you may be able to filter documents by various criteria, such as:

• File type (PDF, image, video, and more).

• Date added or modified.

• Alphabetical order or other available sort options.

1. Tap the Filter or Sort icon in the documents screen.

2. Select your preferred filters or sorting method.

3. Apply the settings to narrow the displayed list.

These tools keep your GoHighLevel workspace organized, especially when working from a mobile device.

Download Files from GoHighLevel to Your Device

If you need to use a file outside the GoHighLevel ecosystem, you can download it directly to your phone or tablet.

1. Open the documents section in the GoHighLevel app.

2. Find the file you want to download.

3. Tap the file’s options menu (often shown as three dots or a similar icon).

4. Select Download or the equivalent option from the menu.

5. Wait for the download to complete. The file will be saved in your device’s downloads folder or default storage location.

After downloading, you can share the file via email, messaging apps, or upload it into other tools as needed.

Delete Documents Safely in GoHighLevel

Over time, you may want to remove outdated, duplicate, or incorrect assets from GoHighLevel. Deleting files helps keep your account organized and reduces clutter.

1. In the documents list, locate the file you want to remove.

2. Tap the options menu next to the file.

3. Select Delete.

4. Confirm the deletion when prompted.

Once confirmed, the file is removed from your GoHighLevel documents area. Be sure you no longer need the file before confirming, as recovery options may be limited depending on your account configuration.

Best Practices for Organizing GoHighLevel Files

Using a clear structure makes it easier for your team to work inside GoHighLevel, particularly when many people access documents from their phones.

• Use consistent file names: Include client names, dates, and brief descriptions.

• Remove obsolete versions: Delete older drafts once a final version is approved.

• Leverage tags or folders (if available): Group related files by campaign, pipeline, or client.

• Set internal standards: Create a short naming and storage policy for your team.

Clear organization keeps the GoHighLevel mobile experience fast and intuitive, especially when you are working on the move.

Where to Learn More About GoHighLevel Mobile Features

You can deepen your understanding of documents and files in the mobile app by reviewing the official product documentation. The original help article that this guide is based on is available here: GoHighLevel documents and files in the mobile app.

For additional marketing operations guidance, workflow design, and implementation tips that complement your use of GoHighLevel, you can explore resources at Consultevo.

Recap: Working With Documents in the GoHighLevel App

The GoHighLevel mobile app gives you a convenient way to keep important files close at hand. You can:

• Upload new assets directly from your device.

• Open and preview files wherever you are.

• Filter and search to quickly locate the right document.

• Download copies to your phone or tablet when needed.

• Delete outdated items to maintain a clean workspace.

By following the steps in this how-to guide, you can confidently manage your documents and files in GoHighLevel without leaving your mobile device.

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