Adding Documents to Contacts in HighLevel, Keeping Your GHL CRM Organized
This video shows gives and overview of adding Documents to a contact and highlights the new feature allowing you to sync documents from incoming and outgoing emails to the Contact's documents so they're easy to find in one place.
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00:01 - Introduction for "Adding Documents to Contacts in HighLevel, Keeping Your GHL CRM Organized" tutorial.
00:55 - Documents tab.
01:12 - Internal Documents tab.
01:19 - Sent Documents tab.
01:21 - Outbound Conversations.
01:29 - Documents and Contracts.
01:33 - Received Documents tab.
01:36 - Inbound Conversations tab.
01:38 - Forms and Survey Documents.
01:43 - Part of the Platform.
01:58 - Adding documents manually.
02:10 - Sending an email directly from the inbox.
02:26 - Options for uploading files.
02:30 - Uploading from Media Library.
02:42 - Uploading from the System.
03:11 - Preview and downloading the file.
03:20 - Email received in Gmail.
03:50 - Email Syncs in HighLevel Account.
04:03 - Preview of the document sent.
04:06 - Adding to Documents.
04:23 - Added to the Received tab.
04:33 - Final Thoughts.
04:44 - Recap.