Document Sharing Just Got a Whole Lot Simpler
Let’s be honest—managing client documents can be a total headache. Between emails, cloud drives, and files scattered on your desktop, just getting that one missing PDF from a client can turn into a full-blown task. It wastes time, adds friction, and can leave both you and your clients feeling frustrated. Not to mention, digging through email threads to find last week’s attachment doesn’t exactly scream “organized.” Every extra step makes things harder, and in today’s world, simplicity is key to keeping clients happy and projects on track.
Now imagine if all that chaos disappeared. GoHighLevel’s latest Document Management update connects directly to the Client Portal, turning that messy process into a seamless flow. Share or collect files with just a click—no third-party tools, no complicated instructions. It’s all native to the CRM, tying contact records and client collaboration together in one clean, efficient system. It’s a simple upgrade that brings massive value by making your business run smoother and keeping your client experience top-notch.
This streamlined system really boosts collaboration and gives you better control over document access. You can give or take back access in an instant just with a simple toggle without having to delete the actual file. All shared and received documents are kept under one tab in the contact record cutting down on clutter and ensuring you always know where to find what you need. This kind of control and organization is key for keeping things private and making sure the right people see sensitive info. It adds an extra layer of professionalism and security to your client interactions helping build trust and confidence. Managing access is now a breeze meaning you can be quick and flexible adjusting who sees what throughout your client relationships. It’s a handy tool for keeping your document management clean secure and super efficient.
Benefit Statement: Helping you easily share and get client documents directly in GoHighLevel simplify workflows and boost client teamwork.
Why This Matters
This update isn’t just a little tweak it seriously changes how you share documents with clients in GoHighLevel. Keeping all shared and received files in one spot under the contact record cuts out the annoying searching and scattered data. It really amps up collaboration letting you and your clients share updates or needed paperwork instantly without using outside tools or confusing email threads. Plus the simple share toggle gives you precise control letting you decide exactly who sees what when they need it or take back access just as easily.
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Putting the New Document Power to Work: A Simple Guide
This new update brings major improvements to how you manage documents right in the Contacts section of your CRM and how those docs connect with the Client Portal. You’re about to discover just how easy it can be to share files with clients and let them upload files back to you all in one place and easy to reach. This part will guide you through the steps inside GoHighLevel to start using this awesome new document exchange feature.
The heart of this feature is in the individual contact records in your CRM. When you go to a contact you’ll see a Documents tab where all files related to that contact shared by you or uploaded by them are managed. This central hub cuts out the need to search everywhere for the documents you need for a specific client interaction. The steps below show you exactly where to go and what to do to start sharing and managing client uploads.
Here’s how to use the new document sharing and uploading features:
Step 01 – The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL
1.1 Click on the Contact Menu Item.
1.2 Access the contact list section of GoHighLevel
- You’ll now be in the “Contact” section of GHL, where you can access the Contact list of your CRM:
1.3 Click on the any ‘contact’ you want to handle documents for.
Step 02 – Access the Documents Tab:
2.1 Go to the right side and find the documents tab
2.2 Find any Documents or Files you want to share.
2.3 Click “Add new” for the new documents
Step 03 – Sharing Files
3.1 Click the “Three dots” on the right side of the file
3.2 Share the File on the Client Portal
3.3 Send the file to your contact
Step 04 – Preview or Download Documents:
- To View the Documents or Download it Log in to your Client Portal
4.1 Click the “Three Dots”
4.2 Click View or Dowloads
- Both you (in the CRM) and your client (in the Client Portal) can easily preview or download any shared or uploaded document by clicking on the document name or an icon next to it.
Important Points to Keep in Mind:
- This feature is currently only for contacts who are active Client Portal users.
- The share toggle feature currently doesn’t apply to documents or contracts made using GoHighLevel’s “Documents” or “Contracts” feature. It’s meant for other file types you upload.
Practical Application:
Imagine onboarding a new client and needing several documents like an ID copy a signed agreement (if not using the Contracts tool) and a filled questionnaire. Instead of endless emails you just upload templates or request files through the Client Portal. They upload everything into their portal and boom it all lands neatly in their contact record in your CRM ready for you anytime.
Conclusion
This new integration between the CRM and Client Portal is a total game-changer for making your workflow smoother and enhancing the client experience. By centralizing document exchange and making sharing and uploading super easy GoHighLevel helps you cut down on those annoying admin tasks and focus more on taking care of your clients. Give this feature a try and see how much easier your document management gets!
What types of documents will you start sharing or requesting first using this new feature? Let us know in the comments!
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