How to Use Documents and Contracts in GoHighLevel

If you are moving from tools like ClickUp or other CRMs and want a unified client workflow, GoHighLevel offers a built-in documents and contracts system that lets you create, send, and track agreements directly inside your account. This guide walks through each step so you can start collecting signatures efficiently.

Overview of GoHighLevel Documents and Contracts

The documents feature in GoHighLevel is designed to replace external e-sign tools by allowing you to manage proposals, agreements, and onboarding paperwork in one place. From a single dashboard, you can:

Create branded contracts and forms
Insert e-signature fields for clients and internal users
Send documents via email or shareable links
Track document status in the pipeline
Store signed PDFs on the contact record

Before you start, make sure you have the right permissions and access to the sub-account where you want to manage your GoHighLevel contract workflow.

Accessing the Documents Area in GoHighLevel

To work with documents and contracts, you first need to open the correct section inside your GoHighLevel dashboard.

Log in to your GoHighLevel account.
Select the appropriate sub-account from the top-left switcher.
In the left-hand menu, click on Documents (sometimes grouped with Forms/Surveys depending on your interface version).

Once inside, you will see a list of any existing templates and documents, along with their current status.

Creating a New Document in GoHighLevel

Use the document builder in GoHighLevel to design contracts, proposals, or intake agreements that match your brand and legal requirements.

Go to Documents in your chosen sub-account.
Click New Document or Create Document.
Choose whether to start from scratch or use a pre-existing template (if available in your account).
Give the document a clear name so your team can identify it easily (for example, “Website Design Agreement – Standard”).

Customizing Content in Your GoHighLevel Document

After you create the shell, customize the content using the built-in editor.

Add headings, paragraphs, and bullet lists to structure your legal or proposal text.
Insert your logo and branding elements if your version of GoHighLevel supports document styling.
Use dynamic fields (like contact name and email) where supported, so each document can auto-fill client information.
Review legal clauses and terms to ensure they are accurate for your business before using the document with clients.

Adding Signature Fields in GoHighLevel

For contracts and agreements, you must add at least one signature field for the recipient in GoHighLevel.

Open the document in the editor.
Drag and drop a Signature field onto the document where you want the client to sign.
If internal users also need to sign, add additional signature fields and label them clearly.
Optionally, add Date and Name fields near the signature to capture extra details.

Make sure the signature fields are properly assigned to each signer if the interface prompts you to choose signers.

Sending Documents to Clients in GoHighLevel

Once your document is ready, you can send it to contacts directly from GoHighLevel. This keeps the entire signature process inside your CRM.

Navigate to Contacts and open the specific client record.
Click on the Documents tab inside the contact (or use the actions menu, depending on your layout).
Select Send Document or Attach Document.
Choose the document template you created earlier.
Confirm the client’s email address and edit the email subject and message if desired.
Click Send to email the document for e-signature.

In many versions of GoHighLevel, you can also generate a shareable link to the document if you prefer to send it through another communication channel.

What Your Client Sees from GoHighLevel

When the document is sent, your client typically receives an email with a secure link to review and sign.

They click the link and open the contract in their browser.
They read the content and complete any required fields.
They add their signature by typing, drawing, or using an accepted e-sign format.
On completion, both you and the client receive confirmation (depending on your notification settings).

Tracking Document Status in GoHighLevel

A key advantage of using documents inside GoHighLevel is centralized tracking. You can quickly see which agreements are pending, signed, or expired.

Open the Documents section under your sub-account.
Review the list of documents and check the Status column.
Statuses usually include phases like Draft, Sent, Viewed, and Completed.
Click on any document to open a detailed timeline, showing when the client received, opened, and signed the file.

Signed PDFs are typically attached to the contact record, allowing your team to access them without leaving GoHighLevel.

Common Document Status Actions in GoHighLevel

Resend: If a client did not open the email, use the resend option.
Cancel: Cancel a document if the deal changes or the contract is no longer valid.
Duplicate: Duplicate a completed or draft document as a template for similar clients.

Automating Workflows with GoHighLevel Documents

Depending on your plan and configuration, you can integrate documents into automation inside GoHighLevel. This helps streamline sales and onboarding.

Trigger automations when a document is sent.
Change pipeline stages when a document is signed.
Send reminder emails automatically for unsigned documents.
Tag contacts based on document completion to segment your list.

Check your Workflows or Automation area in GoHighLevel to see the available document-related triggers and actions in your specific setup.

Best Practices for Using GoHighLevel Documents

Follow these tips to get the most from the documents and contracts feature in your GoHighLevel account:

Standardize templates: Create master templates for your most common agreements to reduce manual editing.
Test internally: Send documents to your own team first to verify the signing process and email deliverability.
Keep branding consistent: Use the same logo, fonts, and colors across all GoHighLevel documents where the editor allows.
Secure storage: Regularly review where signed contracts are stored and ensure backups fit your compliance needs.
Update legal text: Periodically review clauses with your legal advisor and update the master templates in GoHighLevel.

Where to Learn More About GoHighLevel Documents

For the most detailed and current instructions, always refer to the official GoHighLevel documentation. The platform evolves frequently, so interface labels and options may change over time.

Official help article on documents and contracts: How to use documents & contracts in GoHighLevel
For broader strategy on implementing GoHighLevel across your agency or business, you can review guides and services at Consultevo.

By setting up templates, configuring signature fields correctly, and integrating documents into your automations, you can turn GoHighLevel into a complete client lifecycle system—from first contact to signed agreement and beyond.

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