Send Attachments in GoHighLevel

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How to Send Attachments in GoHighLevel Conversations

GoHighLevel makes sharing files in conversations simple, even if you are moving over from other tools like ClickUp or similar platforms. This step-by-step guide shows you how to attach, send, and download files inside the Conversations area so you can communicate clearly with leads and clients.

The instructions below are based on the official documentation for attachments in the Conversations section and explain exactly how each step works inside your account.

Accessing Conversations in GoHighLevel

Before you can add files, you need to open the Conversations section inside GoHighLevel. This is where all your SMS, email, and other communication threads are organized.

  1. Log in to your GoHighLevel account.

  2. In the left sidebar menu, click Conversations.

  3. Select the specific conversation or contact thread where you want to send an attachment.

Once the conversation is open, you will see the message composer box at the bottom of the screen. This is where you add your text message and any attachments you want to send.

Sending Attachments in GoHighLevel Conversations

You can share different types of files directly in a GoHighLevel conversation. The interface is designed so that adding documents or images only takes a couple of clicks.

Step-by-step: Add a file attachment in GoHighLevel

  1. Open the desired conversation inside the GoHighLevel Conversations section.

  2. Click into the message input box at the bottom of the screen.

  3. Locate the paperclip icon or attachment option next to the message box.

  4. Click the attachment icon to open your device's file picker.

  5. Select the file you want to attach (for example, a PDF, image, or document).

  6. Wait for the file to upload; you will see it appear below or inside the message composer.

  7. Type your message text if needed.

  8. Click Send to deliver both the message and the attachment to the contact.

The attached file will now show up in the conversation thread so the recipient can view or download it, depending on the channel and file type.

Supported file behavior in GoHighLevel

While the interface makes attachments easy, remember that the final delivery experience can vary by channel (SMS, email, etc.). The way the contact receives or previews the attachment may depend on their device and provider. However, inside the GoHighLevel conversation view, you will see a visual indicator that a file was attached and sent.

How Contacts Receive Attachments from GoHighLevel

When you send an attachment from GoHighLevel, your contact will see it as part of the message in their selected channel. The appearance may differ slightly, but the essential functions remain consistent.

  • In many cases, the contact will receive a clickable link or file preview.

  • The contact can click the link or preview to either open the file or download it to their device.

  • The message history in GoHighLevel stores the attachment entry so your team can review what was sent.

This setup allows you to keep a complete history of all documents, screenshots, or collateral exchanged with each lead or customer.

Downloading Attachments Inside GoHighLevel

Team members often need to verify what was sent or save a copy of files locally. GoHighLevel lets you download attachments directly from the conversation view.

Step-by-step: Download attachments in GoHighLevel

  1. Open the Conversations section in GoHighLevel.

  2. Select the conversation that contains the attachment you want to access.

  3. Scroll through the message history until you find the specific message with the attached file.

  4. Click the attachment name, thumbnail, or associated download icon.

  5. Your browser or device will prompt you to open or save the file.

  6. Choose the folder where you want to store the downloaded file.

Once the download completes, you can open the file from your computer or device as you normally would.

Best Practices for Using GoHighLevel Attachments

To keep your GoHighLevel conversations organized and efficient, it helps to follow a few simple best practices when working with attachments.

Naming and organizing files before upload

  • Give files clear, descriptive names so they are easy to recognize later.

  • Avoid vague file names such as document1.pdf or image-final.png.

  • Use naming structures that reference the client or the purpose of the file.

Keeping message context clear in GoHighLevel

  • Always include a short message explaining what the attachment is.

  • Reference the file in your text, such as "Attached is your updated invoice" or "Please review the attached proposal."

  • This makes it easier for both your team and the client to understand the purpose of each file inside GoHighLevel.

Security and privacy considerations

  • Only share files that you are authorized to send to the client.

  • Avoid including sensitive personal data in attachments unless necessary.

  • Confirm that you are sending files to the correct contact record in GoHighLevel before clicking Send.

Troubleshooting Attachment Issues in GoHighLevel

If you or your contacts experience problems when sending or opening attachments through GoHighLevel, walk through a few basic checks.

Common issues and quick checks

  • File will not upload: Confirm the file size is within limits and that your internet connection is stable.

  • Attachment appears, but contact cannot open it: Ask the contact to try a different browser or device. In some cases, their mail or SMS client may block certain file types.

  • Attachment missing from the conversation: Refresh the GoHighLevel page and re-open the conversation to confirm the upload finished successfully.

If the problem continues, you can refer directly to the official help article at Attachments Made Easy in Conversations for the latest platform-specific guidance.

Where to Learn More Beyond GoHighLevel Attachments

Working with attachments is just one part of building streamlined processes. You can combine GoHighLevel with broader marketing and CRM strategies to improve client communication flows.

For additional strategies, automation ideas, and CRM optimization tips that complement GoHighLevel, you can explore resources and consulting options at Consultevo. Pairing a strong communication platform with the right processes helps you get the most from every client conversation.

Summary: Attachments in GoHighLevel Conversations

Using attachments in GoHighLevel conversations lets you share important files directly inside your communication threads. You can quickly upload documents, images, and other assets, send them with a single message, and later download those files from the conversation history.

  • Open the Conversations section inside GoHighLevel.

  • Use the attachment icon in the message composer to upload files.

  • Send the message so the contact receives a file link or preview.

  • Download attachments later by clicking them in the conversation history.

Following these steps ensures your team can handle documents efficiently while keeping all communication neatly organized within GoHighLevel.

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