Attach Files in GoHighLevel

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Attach Files to Document Templates in GoHighLevel

GoHighLevel makes it easy to collect client files during document workflows, similar to how ClickUp lets teams attach files to tasks. In this guide, you will learn how to enable file uploads inside document templates so your clients can attach, view, and download files directly from the documents you send.

This article walks through where to find the feature, how to turn it on, and how it behaves from the client and staff perspective.

What You Can Do with File Attachments in GoHighLevel

By configuring file upload fields in your GoHighLevel document templates, you can:

  • Let clients upload supporting documents (IDs, invoices, contracts, images).
  • Review uploaded files directly in the document detail view.
  • Download attachments for record-keeping or internal processing.
  • Keep all related documents tied to the specific GoHighLevel record.

This keeps your client data centralized and reduces manual email back-and-forth for file collection.

Accessing Document Templates in GoHighLevel

Before you can attach files, you must open the template you plan to edit in your GoHighLevel account.

  1. Log in to your GoHighLevel account as an admin or a user with permission to edit document templates.
  2. Navigate to the Documents or Templates section, depending on how your account menu is labeled.
  3. Locate the specific document template where you want to enable file uploads.
  4. Click the template name to open it in the editor.

Once the document template is open, you can configure the file upload options described below.

How to Add a File Upload Section in GoHighLevel

The ability to attach files is controlled by a document setting that allows clients to upload and manage attachments while they are completing the document.

Step 1: Open the Template Settings

  1. Inside the selected GoHighLevel document template, look for the settings or configuration panel.
  2. Locate the options related to Form Fields, Client Input, or similar controls for user interaction.

The exact label may vary slightly depending on interface updates, but the setting will be associated with allowing attachments within the document.

Step 2: Enable File Attachments

  1. In the settings area, find the control that allows file uploads, such as a toggle or checkbox.
  2. Turn on the option that lets users attach files to the document.
  3. If available, set any limits for:
  • Maximum number of files per document.
  • Allowed file types (PDF, images, documents, etc.).
  • Maximum file size per upload.

These controls help ensure your GoHighLevel documents stay organized and do not exceed storage or file size limits.

Step 3: Add a File Upload Field to the Document Layout

  1. With the attachment option enabled, insert a dedicated file upload field or block into the document body.
  2. Drag and drop the upload field into the appropriate section of the document (for example, near a signature or form section).
  3. Rename the field with a clear label, such as Upload Your ID or Attach Supporting Documents.
  4. Save the changes to your GoHighLevel document template.

The upload field will now appear to clients when they open the document link.

Client Experience: Uploading Files in GoHighLevel Documents

When you send a document based on this template to a client, they will see the file upload field you configured.

How Clients Attach Files

  1. The client opens the document link you shared from GoHighLevel.
  2. They scroll to the section with the file upload field.
  3. They click the upload button or area (often labeled Upload or Choose File).
  4. They select one or more files from their device.
  5. They wait for the upload to complete and verify the file name appears as attached.

Depending on your template settings, clients may be able to attach multiple files or only specific formats.

Managing Errors and File Limits

If a file does not meet the rules you set in GoHighLevel, the client may see an error. For example:

  • File too large (exceeds the maximum file size).
  • File type not allowed (for example, an executable file).
  • Too many files attached (exceeds the allowed number of files).

Instruct clients to choose smaller or compatible files if they encounter these messages.

Staff Experience: Viewing and Downloading Files in GoHighLevel

After a client submits a document with attachments, your team can access and download these files from within GoHighLevel.

Locating Attached Files

  1. Open the relevant record or contact associated with the document.
  2. Navigate to the Documents section for that record.
  3. Select the completed document that includes attachments.

All files attached through the document will be visible in the document details or a dedicated attachments pane.

Downloading and Reviewing Files

  1. Locate the list of attached files inside the GoHighLevel document view.
  2. Click an attachment name or download icon to save the file to your device.
  3. Open the downloaded file with the appropriate software (PDF reader, image viewer, office suite, etc.).

Teams can then process these files as part of onboarding, approvals, or internal workflows.

Best Practices for Using File Attachments in GoHighLevel

To keep documents clear and easy for clients to complete, follow these practical tips.

Clarify What Clients Should Upload

  • Use descriptive labels for each upload field.
  • Explain acceptable formats, such as PDF or JPG only.
  • Note any size limits in the instructions.

Clear directions reduce confusion and minimize support requests.

Use Separate Fields for Different Document Types

  • Create one upload field for IDs, another for proof of address, and another for contracts, if necessary.
  • Label each upload field so your GoHighLevel users know exactly what they are reviewing.

This structure makes internal processing more efficient and reduces misfiled documents.

Secure Storage and Access

  • Restrict access to documents with sensitive attachments to authorized team members.
  • Review your account permissions in GoHighLevel to ensure only the right users can open client files.

Maintaining proper access control is important for privacy and compliance.

Troubleshooting File Attachment Issues in GoHighLevel

If file uploads or downloads are not working as expected, use these basic checks before reaching out to support.

  • Confirm the attachment option is enabled in the template.
  • Verify the file type and size meet your configured limits.
  • Check internet connectivity on the client and staff side.
  • Ask the client to try a different browser or device if uploads fail.

If problems persist, consult the official documentation for the latest details and interface screenshots.

You can review the original help article from the platform here: Attach Files to Documents Templates.

Additional Resources for Optimizing GoHighLevel Workflows

When you rely on GoHighLevel for client management, optimizing every step of your workflow matters, from document templates to automations and reporting. For broader strategy, funnel structure, and automation consulting, you can explore additional guidance at Consultevo, which provides implementation and optimization services for agencies and businesses.

By correctly configuring file attachments in your GoHighLevel document templates, you streamline data collection, keep client records organized, and reduce manual follow-up. This simple setup step can significantly improve both client experience and internal productivity.

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