This article will show you how to streamline your document management using the new Docs and Files tab inside contact records! Upload, send, and track files like contracts, estimates, and invoices — all in one place. Automatically sorted folders make it easy to keep your documents organized and accessible.

TABLE OF CONTENTS

• What is the Docs and Files Tab?
• Key Benefits of the Docs and Files Tab
• How to Use the Docs and Files Tab
• Docs and Files Folder Overview
• Supported File Types and Upload Limits
• Mobile App Support
• Frequently Asked Questions

What is the Docs and Files Tab?

The Docs and Files tab is a contact-level document center that stores all files related to a specific contact. It centralizes internal uploads, shared documents, and received attachments under organized folders — removing the need to hunt through conversations or third-party tools.

Whether you’re attaching a contract, sending a proposal, or storing reference materials, this tab keeps everything at your fingertips.

Key Benefits of the Docs and Files Tab

Manage your contact’s files smarter and faster. The Docs and Files tab simplifies file tracking while keeping everything contextually connected to the contact.

• Organizes all files directly under each contact

• Auto-sorts documents into relevant folders: Internal, Sent, Received, Custom Fields

• Upload up to 10 files at once (up to 250 MB total)

• Supports multiple file types (PDF, DOCX, JPG, PNG, etc.)

• Easily preview documents without downloading

• Enhances collaboration with accessible, centralized file storage

How to Use the Docs and Files Tab

The Docs and Files tab is designed to be intuitive and accessible from both desktop and mobile.

1. Open any contact from your CRM dashboard.

2. Click or swipe to the Docs and Files tab.

3. Select Upload to choose up to 10 files from your computer or device.

4. Your files will be auto-sorted into folders based on how they’re added:

   • Manual uploads go to Internal

   • Files sent or received via messaging are placed in Sent or Received

   • Custom Field files show up under a nested Custom Fields folder

Docs and Files Folder Overview

Understanding how documents are organized helps you locate what you need quickly and reduces clutter.

• Internal: Files uploaded directly by you or your team

• Sent: Files automatically saved from outgoing conversations

• Received: Files pulled from inbound messages with file attachments

• Custom Fields: Files associated with custom field uploads, such as ID images or contracts, nested under Internal

Supported File Types and Upload Limits

Upload confidently knowing your files will be supported and secure.

• Accepted File Types:

  • DOC, DOCX, PDF, JPG, PNG, PPT, GIF

• Upload Capacity:

  • Up to 10 files per upload

  • Maximum total upload size: 250 MB

Mobile App Support

You can access and manage documents on the go using the HighLevel or LeadConnector mobile app.

• Make sure you’re on version 3.97.3 or above

• Tap any contact to view their profile

• Swipe to Docs and Files

• Tap Upload to select files from your gallery, camera, or device storage

Frequently Asked Questions

Q: Are the files private to me or shared across the team?

Files are shared across team members who have permission to view the contact record.

Q: Can I delete or rename uploaded documents?

You can delete documents, but renaming is not currently supported.

Q: Can I preview files before downloading?

Yes, files like PDFs, images, and PowerPoints can be previewed inside the platform.

Q: What determines which folder a file goes into?

Manual uploads go to Internal, files from sent messages go to Sent, and files from received messages go to Received. Custom Field-linked files are grouped under Custom Fields.

Q: Can I upload files from my phone or tablet?

Yes, the mobile app supports file uploads from gallery, files, or camera.

Q: Is there a way to tag or categorize files beyond folders?

Not yet, but custom fields can help label certain uploads in a structured way.

Next Steps

• Ensure your app is updated to version 3.97.3 or later.

• Start uploading key documents to each contact for easier access.

• Leverage Custom Fields to connect important documents to data points.

• Encourage your team to use the Docs and Files tab as a shared workspace for all files related to client communication.