How to Use Document Management within the Contact Deta in HighLevel

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saas4agency.com

Hey, what’s up everybody! We’re excited to introduce a powerful new feature that allows you to manage documents and contracts directly within contacts. This enhancement streamlines your workflow by eliminating the need to navigate to the payments page for document management. Let’s explore how this feature can boost your business efficiency.

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The Power of Integrated Document Management

Managing documents and contracts is crucial for any business. Whether you’re handling marketing proposals, estimates, or agreements, having a centralized system to track these documents is essential. HighLevel’s new feature brings this capability directly to the contacts page, making it easier than ever to manage important documents.

Accessing the New Feature

Navigate to Contacts

To access this feature, simply head over to the contacts section of your HighLevel account. Here, you can find any contact to whom you’ve sent or received documents.

  1. Select a Contact: Click on any contact to open their details.
  2. Find Documents: In the top-right corner, you’ll see a new “Documents” option.

Managing Documents Within Contacts

Viewing and Editing Documents

Once you click on the “Documents” tab, you can view all the documents associated with that contact.

  1. All Documents: See all sent, received, and added documents.
  2. Actions Menu: Click the three dots on the right of any document to copy its link or view the source.
    • Copy Link: Easily share the document link.
    • View Source: Open the document editor to view or edit the document.

Adding Internal Documents

You can also add internal documents directly to a contact.

  1. Add Document: Click the “Add” button.
  2. Upload Files: Drag and drop or upload files relevant to the contact.

Sent and Received Tabs

The documents are categorized into different tabs for easy management:

  1. Sent Tab: View all documents and contracts you have sent.
    • Example: Marketing proposals sent to the contact.
  2. Received Tab: See forms and surveys filled out by the contact.
    • Example: Customer feedback surveys.
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Download and Search Documents

Downloading Documents

To download any document:

  1. Download Option: Click the three dots next to a document and select “Download.”
  2. Progress Bar: A progress bar will appear as the document downloads.

Searching Documents

If you have a large number of documents, you can use the search function to quickly find specific files.

  1. Search Bar: Enter keywords to search through all documents associated with the contact.

Benefits of the New Feature

Enhanced Team Collaboration

This feature is particularly beneficial if you have multiple team members with varying access levels.

  1. Controlled Access: Team members can view and download necessary documents without needing access to the payments section.
  2. Efficiency: Streamlines the process of managing proposals, estimates, and contracts directly within the contacts table.

Streamlined Workflow

Having documents and contracts integrated into the contact section simplifies your workflow significantly.

  1. Centralized Management: No need to switch between different sections to manage documents.
  2. Easy Access: All relevant documents are just a click away, making it easier to stay organized.
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Conclusion

HighLevel’s new document and contract management feature within contacts is a game-changer for business efficiency. By centralizing document management, you can save time, improve collaboration, and maintain better organization. Dive deeper into this feature and see how it can enhance your business operations.

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