Sync Contact Attachments in GoHighLevel
This step-by-step guide explains how to sync contact record attachments to the Document Management tab inside GoHighLevel. If you are moving workflows from ClickUp or another CRM, this process helps you centralize documents and keep contact files organized in one place.
Using the built-in Document Management tab, you can quickly view, manage, and store files your team uploads on each contact, improving visibility and saving time.
What the GoHighLevel Document Management Tab Does
The Document Management tab in GoHighLevel is a centralized area inside each contact record where file attachments are automatically collected and displayed. It pulls in specific types of attachments that are uploaded via native CRM features.
Once enabled, your team does not have to hunt through conversations or individual notes. Instead, they can open the contact, click the Document Management tab, and see all supported synced files in one organized list.
Attachment Sources That Sync in GoHighLevel
Only attachments from certain tools inside GoHighLevel will sync to the Document Management tab. According to the official documentation, the following sources are currently supported:
- Notes attached to a contact record
- Manual emails sent from the contact record
- Two-way email messages stored on the contact record
- Conversations when the file is sent as an attachment (not as a link)
When team members add files through these supported features, the attachments will show up automatically under the Document Management tab for that contact.
What Does Not Sync in GoHighLevel Document Management
Some file sources inside GoHighLevel do not sync to the Document Management tab. Being aware of these limitations helps avoid confusion when you do not see an expected document.
The following are not synced as attachments:
- File links pasted into a conversation or email body
- Attachments sent from unsupported apps or integrations
- Files stored in external drives or third-party storage that are only linked, not uploaded
To ensure a file appears in the Document Management tab, it must be uploaded directly as an attachment via one of the supported contact tools.
How to Access the Document Management Tab in GoHighLevel
Accessing the Document Management tab for a specific contact in GoHighLevel is straightforward. Follow these steps inside your account:
- Log in to your GoHighLevel sub-account.
- Navigate to Contacts in the left-hand menu.
- Search for and open the desired contact record.
- At the top of the contact view, locate the Document Management tab.
- Click the tab to see all supported synced attachments for that contact.
From this screen, you can review files that have been uploaded through notes, manual emails, and other supported features.
Step-by-Step: Sync Attachments From Notes in GoHighLevel
To make sure files added to notes sync and appear in the Document Management tab in GoHighLevel, use this process:
- Open the contact record where you want to store the file.
- Go to the Notes area within the contact.
- Create a new note or edit an existing one.
- Use the attachment or upload option to add your file directly to the note.
- Save the note.
- Click the Document Management tab for that contact and confirm the uploaded attachment now appears there.
As long as the file is uploaded through the note attachment feature, it should automatically sync to the Document Management tab.
Step-by-Step: Sync Email Attachments in GoHighLevel
Attachments from emails can also sync and appear under Document Management in GoHighLevel. The behavior depends on how the email is created.
Manual Email Attachments in GoHighLevel
- Open the target contact record.
- Click to send a manual email from within the contact.
- Compose your message.
- Click the attach file button and upload your document.
- Send the email.
- Open the Document Management tab for this contact to verify that the attachment is now visible.
Because the file is directly attached to a manual email from the contact record, it should sync to the Document Management section.
Two-Way Email Attachments in GoHighLevel
- Ensure two-way email is correctly configured in your GoHighLevel account.
- Send or receive an email with an attached file for the contact.
- Allow the message to sync to the contact record.
- Navigate back to the contact and open the Document Management tab.
- Confirm that the email attachment now appears in the document list.
Only true attachments sync. Links to external storage services inside email bodies will not show in the Document Management tab.
Best Practices for Managing Contact Files in GoHighLevel
To keep contact records clean and make the most of the Document Management feature in GoHighLevel, follow these best practices:
- Always upload, do not just link: Use actual attachments instead of external links when you need a file to appear in Document Management.
- Keep a naming convention: Use clear file names such as Proposal-ClientName-Date.pdf so documents are easy to find.
- Centralize critical documents: Upload important items such as contracts, proposals, signed agreements, and ID documents directly to the contact.
- Train your team: Show your staff how the Document Management tab works and which tools cause attachments to sync.
Troubleshooting Missing Attachments in GoHighLevel
If you do not see a file you expected in the Document Management tab inside GoHighLevel, walk through these checks:
- Confirm it was an attachment: Make sure the file was uploaded as an attachment, not pasted as a link.
- Verify the source: Check that the file came from notes, manual emails, or two-way email associated with that specific contact.
- Refresh the contact: Close and reopen the contact record, then reopen the Document Management tab.
- Check the correct contact: Verify that the attachment was added under the right contact record.
- Review system status: If everything seems correct, review the official support article or contact support for further help.
Official GoHighLevel Documentation and Further Help
The behavior of the Document Management tab and attachment syncing is documented in the official support article. For the most accurate, up-to-date details, review the original guide here: GoHighLevel Contacts Sync Attachments to Document Management Tab.
If you need strategic help implementing CRM workflows, automation, or file management processes around GoHighLevel, you can also consult specialists at Consultevo for tailored advice.
Summary: Centralizing Contact Files in GoHighLevel
The Document Management tab is a powerful way to centralize and manage client files inside GoHighLevel. By consistently uploading attachments through notes and email tools that support syncing, your team can quickly locate contracts, proposals, and other key documents directly from the contact record.
Use the supported attachment sources, follow the best practices outlined above, and consult the official GoHighLevel documentation whenever you need clarification on which files will appear in the Document Management tab.
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