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How to Send Documents and Contracts via SMS in GoHighLevel

In this guide, you will learn how to send documents and contracts via SMS using GoHighLevel. If you are moving from ClickUp or any other platform and want a clear, step-by-step walkthrough, this tutorial will help you configure your document settings, send secure links, and monitor client responses inside your account.

The process is simple once you understand where the document feature lives in GoHighLevel and how texting permissions work. Follow the instructions below carefully to avoid common setup issues and to ensure your clients receive and can sign your documents without problems.

What You Need Before Using GoHighLevel Document SMS

Before you start sending contracts by text, make sure the following requirements are in place in your GoHighLevel account:

  • An active GoHighLevel account with access to the Documents feature.
  • At least one phone number configured and ready to send SMS.
  • Proper SMS compliance settings completed (A2P or local regulations where applicable).
  • Contacts in your CRM with valid mobile phone numbers and SMS consent.

If any of these items are missing, you may experience issues when trying to send document links or your messages may fail to deliver.

Accessing Documents in GoHighLevel

The first step is to locate the document center inside GoHighLevel so you can create or manage contracts before sending them by SMS.

  1. Log in to your GoHighLevel account as an admin or a user with the proper permissions.

  2. From the left-hand navigation menu, go to Payments or the area where Documents is enabled in your specific account layout.

  3. Click on Documents to open the document list. Here you can see existing contracts, templates, and historical records of what has been sent.

Once you have located the document section, you can either create a new document or reuse a template when sending via SMS.

Creating or Preparing a Contract in GoHighLevel

To send a contract by SMS, you will usually start from a document template or build a new one. The core document creation steps are:

  1. Inside the Documents section, click New Document or choose an existing template to edit.

  2. Add your content, terms, and signature fields as required by your business or legal workflow.

  3. Assign roles or recipients if the document requires specific signers (for example, client, co-signer, internal approver).

  4. Save the document so it is ready to be sent as a unique instance to a contact.

After the template or contract is ready, you can generate an instance for a specific contact and deliver it through an SMS message.

Sending GoHighLevel Documents via SMS

The core of this tutorial is learning how to send a document link by SMS to a single contact. Follow these steps carefully, as your first message will help you confirm that the entire GoHighLevel document workflow is functioning correctly.

  1. Navigate to the Contacts section in GoHighLevel.

  2. Search for and open the contact record for the person who needs to receive the document or contract.

  3. Verify the mobile number is accurate and that SMS consent is recorded, according to your region’s texting rules.

  4. Within the contact’s profile, look for the option to attach or send a Document. This is typically available via an action button or within the conversation area.

  5. Select the document or template you previously prepared.

  6. GoHighLevel will generate a unique link associated with that contact and that specific document instance.

  7. Compose a short SMS message explaining what the link is for, such as “Here is your contract. Please review and sign.”

  8. Insert the generated document link into your SMS message.

  9. Click Send to deliver the text message to your contact.

When the client receives your message, they can tap the link on their phone to review and sign the contract in a mobile-friendly view provided by GoHighLevel.

Tracking Document Status in GoHighLevel

Once your document is sent by SMS, tracking its status is essential for proper follow-up and automation. GoHighLevel provides helpful status indicators in the document list and contact timelines.

Key GoHighLevel Document Statuses

  • Sent — The document link was generated and sent, usually via SMS or email.
  • Viewed — The recipient opened the link and viewed the document.
  • Signed — The recipient completed and submitted the signature.
  • Declined or Expired — Depending on your configuration, the document may show if the client rejected it or if a time limit passed.

You can check these statuses directly in the Documents section or inside the individual contact record. This information makes it easy to identify who needs reminders and who has already signed.

Using GoHighLevel Automation with Documents

Once you are comfortable sending documents by SMS manually, you can begin using automations in GoHighLevel to streamline the process at scale.

Common automation ideas include:

  • Triggering a document SMS when a deal reaches a specific pipeline stage.
  • Sending a reminder SMS if the document remains “Sent” but not “Viewed” for a set number of days.
  • Notifying your team when a document status changes to “Signed”.

These automations allow you to standardize contract workflows for every new client, improving consistency and reducing manual follow-up.

Best Practices for GoHighLevel SMS Documents

To get the best results when sending contracts via SMS with GoHighLevel, keep the following best practices in mind:

  • Keep messages concise: Clients are more likely to tap a link when they understand exactly what it is.
  • Provide context: If the client is expecting a proposal or contract, reference it in the text message so the link feels trustworthy.
  • Use clear naming: Name your documents in GoHighLevel so that you and your team can easily identify which template to send in each scenario.
  • Verify mobile numbers: An incorrect number or landline will prevent delivery, so confirm contact details in your intake process.
  • Respect SMS compliance: Follow all opt-in and opt-out rules in your region and in your industry.

Troubleshooting GoHighLevel Document SMS Issues

If your clients report that they are not receiving document links or cannot access them, review the following areas:

  • Check that the phone number in the contact record is correct.
  • Confirm that your GoHighLevel number is active and capable of two-way SMS.
  • Verify that the document instance is active and not expired or deleted.
  • Resend the SMS with a shorter message and a fresh link to rule out any formatting issues.

You can also reference the original GoHighLevel documentation for sending documents and contracts via SMS here: Send HighLevel documents and contracts via SMS.

Learn More About Optimizing GoHighLevel

If you want to build advanced workflows, improve funnels, or integrate your GoHighLevel account with broader marketing systems, you can find additional strategy resources at Consultevo. Applying a structured approach to SMS contracts, reminders, and automations will help you get more value from your CRM and reduce administrative work.

By following the steps in this article, you can reliably create, send, and track documents and contracts via SMS inside GoHighLevel, giving your clients a fast, mobile-friendly way to sign and return important agreements.

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