How to Use Floating Text Fields in Documents and Contracts in Highlevel

• Navigating to Floating Text Elements in Highlevel
• Customizing Floating Text Elements for Your Needs
• Optimizing Your Workflow with Highlevel
• Conclusion

Greetings, everyone! In this blog post, we’re diving into the world of document management with Highlevel. Specifically, we’ll explore how you can leverage floating text elements to streamline your workflow and optimize your document management process. Let’s get started!

Navigating to Floating Text Elements in Highlevel

To begin harnessing the power of floating text elements, follow these simple steps within Highlevel’s user-friendly interface:

1. Access Documents and Contracts: Navigate to the “Payments” section on the left-hand menu of your Highlevel dashboard. From there, click on “Documents and Contracts” at the top to access the document management interface.
2. Select Templates: Choose whether to upload an existing template or create a new document from scratch. For demonstration purposes, we’ll upload a sample contract in PDF format.
3. Adding Fillable Fields: Once your document is loaded, click on the plus button located at the top left-hand corner. You’ll notice fillable fields marked in blue at the bottom of the document, ready for customization.

Customizing Floating Text Elements for Your Needs

Now that you’ve accessed floating text elements, here’s how you can tailor them to fit your specific requirements:

1. Drag and Drop Elements: Easily add text fields, signature fields, and date fields to your document by dragging and dropping them into place. Adjust the size and position of each element to ensure seamless integration with your document layout.
2. Speed Up Navigation: Utilize keyboard shortcuts such as Shift + Arrow keys to move elements quickly across your document. For even faster navigation, hold Shift + Control to expedite the process.
3. Custom Properties: Tailor each field according to your preferences by making them required or selecting specific date formats. You can also assign signatories directly from your contacts list for effortless document signing.
4. Assigning Signatories: Streamline the signing process by adding the name of the primary client and assigning signatories to specific fields. Highlevel will automatically populate the names of assigned signatories, simplifying document management.
5. Adding Custom Values: Enhance personalization by incorporating custom values from your contacts list. Hover over a field, click on the custom values icon, and select relevant data to populate the field dynamically.

Optimizing Your Workflow with Highlevel

By harnessing the capabilities of floating text elements in Highlevel, you can revolutionize your document management process and achieve greater efficiency. Say goodbye to cumbersome document management systems and embrace a streamlined workflow with Highlevel.

Conclusion

Highlevel’s intuitive features empower users to streamline document management processes and optimize workflows with ease. With floating text elements, you can customize templates, assign signatories, and enhance personalization, all within the Highlevel platform.

I hope this guide has provided valuable insights into leveraging floating text elements in Highlevel for optimized document management. If you have any questions or require further assistance, don’t hesitate to reach out.