How to Use Document Expiration in GoHighLevel Documents
Managing document access is essential when you handle client contracts, proposals, or shared assets across tools like ClickUp and GoHighLevel. In this guide, you will learn step by step how to enable, configure, and manage document expiration inside HighLevel Documents so your links automatically expire when you need them to.
This tutorial is based on the official HighLevel help documentation and walks you through every setting related to document expiration so you can stay in control of who can view your shared documents and for how long.
What Is Document Expiration in GoHighLevel?
Document expiration in GoHighLevel lets you set an automatic end date or a usage limit for public document links created from HighLevel Documents. After the expiration condition is met, the link stops working and viewers can no longer access the file.
This feature is particularly useful when you share sensitive PDFs, client agreements, or time-limited offers that should not stay publicly accessible forever.
With document expiration, you can:
- Limit how long a document link is active.
- Restrict how many times a link can be opened.
- Prevent outdated or sensitive content from remaining accessible.
Accessing HighLevel Documents in GoHighLevel
To use the expiration feature, you first need to open the HighLevel Documents section inside your GoHighLevel account.
- Log in to your GoHighLevel account.
- From the left-hand navigation menu, go to the section where HighLevel Documents are available (this may appear as “Documents” or similar based on your interface updates).
- Locate the document you want to share with an expiration setting, or upload a new one.
Once you are inside the HighLevel Documents area, you can start configuring link settings, including expiration rules.
How to Enable Document Expiration in GoHighLevel
When you generate a public link for a document in GoHighLevel, you can choose whether that link should expire automatically. Use the following steps to turn on expiration for a specific document link.
- Open the desired document in HighLevel Documents.
- Click the option to generate or manage the public link for that document (this is usually labeled something like Copy Link or Share).
- Find the Document Expiration or Link Expiration settings section.
- Toggle the expiration setting to On or enable the checkbox that activates expiration for the link.
Once enabled, you will see options to define how and when the link should expire.
Expiration Options Available in GoHighLevel
When configuring document expiration in GoHighLevel, you typically get two main categories of settings: time-based expiration and view-based expiration. Depending on your use case, you can use one or both.
Time-Based Document Expiration in GoHighLevel
Time-based expiration lets you specify the exact date and time when the public document link should stop working.
To set time-based expiration:
- In the expiration settings for your document, locate the field for Expiration Date or Expire At.
- Select the date from the calendar picker.
- If available, choose the specific time (hour and minute) for the link to expire.
- Save or apply your changes.
After this configured date and time, anyone who tries to open the link will no longer be able to access the document.
View-Based Document Expiration in GoHighLevel
View-based expiration limits how many times a document link can be opened. When the limit is reached, the link expires automatically.
To configure view-based expiration:
- Open the document link settings in HighLevel Documents.
- Locate the field labeled something like Maximum Views or Number of Opens.
- Enter the total number of allowed views for that link.
- Save or update the settings.
Each time someone opens the link, it counts as a view. When the count hits your limit, GoHighLevel will prevent further access to the document.
How Expired Document Links Behave in GoHighLevel
Once a document link reaches its expiration condition (time-based or view-based), GoHighLevel will treat it as inactive. Typically, visitors will see a message or a page indicating that the link has expired or is no longer available.
Key behavior points you should know:
- The original file inside HighLevel Documents remains stored and accessible to you as the account user.
- Only the specific public link becomes invalid.
- You can usually generate a new public link with fresh expiration settings if you need to share the document again.
Editing or Removing Document Expiration in GoHighLevel
If you need to change the expiration rules or remove them entirely, you can update the settings from the same place you configured them.
- Go to HighLevel Documents in your GoHighLevel account.
- Select the document whose link you want to modify.
- Open the Link or Share settings.
- Adjust the expiration date, change the view limit, or toggle expiration off.
- Save your changes to update the live link behavior.
When you remove expiration, the link becomes continuously accessible again until you manually disable it or delete the link.
Best Practices for Using Document Expiration in GoHighLevel
To get the most value from document expiration in GoHighLevel, follow these best practices:
- Use time-based expiration for limited-time offers, scheduled launches, or seasonal materials.
- Use view-based expiration for private proposals or sensitive documents where you want to limit sharing.
- Combine both methods when you need strict control over access duration and total views.
- Audit your links regularly to ensure only current content is active and public.
These practices help keep your client-facing documents secure and aligned with your internal policies.
Troubleshooting Document Expiration in GoHighLevel
If users report issues accessing your shared files, verify whether the link has expired or exceeded its view limit.
Basic troubleshooting steps:
- Confirm that the document still exists in HighLevel Documents.
- Open the link settings and check the expiration date and view limit.
- If the link is expired, either extend the expiration date or generate a new link.
- Share the updated link with your clients or team members.
If you continue to experience problems, consult the official help documentation for the most current interface details and options.
Official GoHighLevel Documentation and Additional Resources
You can review the original help article that this guide is based on here: How to Use Document Expiration in HighLevel Documents. This official resource may include updated screenshots, field labels, or layout changes as the platform evolves.
For broader CRM and automation strategy support around GoHighLevel, including funnel setup, integrations, and optimization, you can explore consulting and implementation services at Consultevo.
Summary: Secure Document Sharing in GoHighLevel
Document expiration in GoHighLevel gives you precise control over how long your public document links remain active and how many times they can be viewed. By using time-based and view-based expiration options in HighLevel Documents, you can protect sensitive information, keep content current, and maintain a more secure client experience without manually tracking each link.
Configure expiration settings for every shared document you send, and you will have a reliable, automated way to manage public access to your important files inside GoHighLevel.
Need Help With ClickUp?
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