How to Use GoHighLevel for Multiple-Recipient Documents

When you need to manage digital paperwork across tools like ClickUp and CRM platforms, using GoHighLevel for contracts and documents can streamline your signing workflows. This guide explains, step by step, how to send a single document to multiple recipients with different roles and signing orders.

The instructions below are based on the official feature set for multiple recipient support on documents and contracts, so you can confidently configure your account for complex signature scenarios.

Overview of Multiple-Recipient Documents in GoHighLevel

With GoHighLevel, you can configure one document or contract to be sent to several people at once. Each recipient can have a unique role, such as signer or viewer, and you can define exactly who must sign and in which order.

This is useful when you are dealing with:

• Contracts that require signatures from multiple owners
• Agreements that need a witness or internal approver
• Documents where some people only need to receive a copy

The feature is available inside the Document/Contract builder and supports up to eight recipients on a single document.

Key Recipient Types in GoHighLevel

Before setting up a document, you must understand the three core recipient roles supported by GoHighLevel.

Signer Role in GoHighLevel

A Signer is a person who must complete at least one signing field on the document (such as signature, initials, or date). If a document includes multiple signers, GoHighLevel will track each person’s completion individually.

Use the Signer role when:

• Multiple business partners must sign a contract
• You need a client and an internal representative to sign
• You must capture formal consent from more than one party

Viewer Role in GoHighLevel

A Viewer can see the document but is not required to sign anything. This role is helpful for people who must review the content but do not need to complete any fields.

Common use cases for viewers include:

• Managers who only need visibility
• Legal teams reviewing the agreement
• Stakeholders who should receive a read-only copy

Receives a Copy Role in GoHighLevel

Receives a Copy is for recipients who should get the final, fully executed document once all required signatures are complete. They will not sign and do not participate in the active signing workflow.

Use this for:

• Accounting or finance teams that archive contracts
• Supervisors who only need the final version
• Assistants who store or distribute the completed file

How to Add Multiple Recipients in GoHighLevel

To configure a document with several recipients, use the dedicated recipient panel inside the document builder.

Step-by-Step: Adding Up to Eight Recipients

1. Open the document or contract builder
   Navigate to the document or contract you want to configure inside your GoHighLevel account.

2. Locate the Recipients panel
   On the right-hand side, find the Recipient area. This is where you define who will receive and sign the document.

3. Add a new recipient
   Click the option to add a recipient. You can add up to eight recipients per document in GoHighLevel.

4. Set the role for each recipient
   For each added recipient, choose one of the roles:

   • Signer
   • Viewer
   • Receives a Copy

5. Assign a signing order when needed
   If you want specific recipients to sign before others, use the signing order field to define the sequence (for example, 1, 2, 3, etc.).

6. Save your recipient configuration
   Ensure all recipients have the correct role and order, then save the document configuration.

Each recipient configured in GoHighLevel will receive their own access to the document according to the role and order you set.

Using Signing Order in GoHighLevel Documents

Signing order is crucial when signatures must be collected in a specific sequence.

How Signing Order Works in GoHighLevel

Inside the Recipients panel, each recipient can be assigned a numerical order. GoHighLevel uses this number to control when the document is sent to each person:

• Order 1 recipients receive the document first.
• Once all Order 1 signers have completed their fields, the document moves to Order 2 recipients.
• The process continues until all required signers are done.

Viewers and copy recipients can be configured so that they either receive the document alongside signers or after the signing flow is completed, depending on how the document is set up.

Applying and Reusing Recipients in GoHighLevel

GoHighLevel allows you to link recipients to specific fields and to reuse standard recipient configurations across documents.

Assigning Fields to Recipients

Within the document builder, each signature or information field can be tied to a specific recipient. This ensures that the correct person is asked to complete the right section.

Typical field assignments include:

• Signature fields for each signer
• Text fields for names or titles
• Date fields for signing dates

Only recipients with the Signer role will be required to complete these fields.

Reusing Recipient Setups in GoHighLevel

If you repeatedly send similar documents with the same structure of signers and viewers, you can keep a consistent recipient pattern in GoHighLevel. This reduces configuration time and keeps your processes standardized.

Best Practices for Multi-Recipient Workflows in GoHighLevel

To make the most of multiple recipient support, consider these best practices:

• Plan recipient roles before building: Decide who must sign, who should review, and who only needs the final copy.
• Keep signing order simple: Use clear sequences (1, 2, 3) and avoid unnecessary complexity.
• Test with internal recipients: Send a sample document to your team to confirm the flow before using it with clients.
• Document your standard setup: Create internal SOPs so your team configures GoHighLevel documents the same way every time.

Additional Resources for GoHighLevel Users

For the original feature documentation, you can review the official guide on multiple-recipient support directly on the GoHighLevel help center at this page.

If you are implementing broader CRM and automation strategies around GoHighLevel and need expert consulting on funnels, operations, or SOPs, you can explore additional resources and services at Consultevo.

By correctly using multiple recipient roles, signing orders, and field assignments, GoHighLevel can become a central hub for your digital contracts and documents across your entire organization.

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