ADD FOLDER for Documents and Contracts
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Doug Dutra
Can you create a FOLDER for this section to be organized? Same as creating email templates and campaigns.
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Brian Del Terzo
I'm surprised this functionality hasn't been implemented yet, especially considering that folder organization is already available throughout so many other areas of HighLevel.
For businesses managing multiple services, programs, agreements, and document templates, having everything displayed in one continuously growing list becomes increasingly inefficient.
The ability to create folders and subfolders, and move existing documents and contracts into them, would make a significant difference.
This isn't about introducing an entirely new concept. It's about bringing the same organizational consistency and usability already available elsewhere in HighLevel to Documents & Contracts.
With this request dating back to 2024 and already receiving considerable support, I'd love to see the development team prioritize it or at least provide an update on whether it's on the roadmap.
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Shanna Jones
This would greatly help us keep organized as well.
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Jen Williams
This would be so, so helpful for our team. Any updates on when this will be planned?
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Michelle Hey
Must have feature
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Yaswanth G
this is very much needed feature for documents and contaract , folder organization
C
Clare Booth
We are builders and rely on GoHighLevel to store all project-critical files within each contact’s Documents section, including architects’ drawings, engineers’ drawings, signed contracts, and consultants’ reports.
As projects progress, the number of files per contact quickly grows into the dozens. Currently, all documents are displayed in a single, unstructured list, which makes it time-consuming and frustrating to locate specific files.
Allowing folders to be created within a contact’s Documents section would significantly improve usability and efficiency. For example, we could organise files into folders such as:
Architects’ drawings
Engineers’ drawings
Consultants’ reports
Signed agreements
This simple organisational feature would make GoHighLevel far more practical for project-based businesses like ours, where clear document structure is essential to day-to-day operations. It would save time, reduce errors, and improve the overall user experience for teams managing complex client files.
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Sales & Marketing
Merged in a post:
Document and/or Contract folders
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Shawn Guenther
There should be the ability to separate contracts and documents for office use and also the ability to keep files of documents and/or contacts the are tied to a specific customer or client.
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Sales & Marketing
Merged in a post:
Folder Management
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Sunit Counselor - 7
Hi Team,
If you can provide Folder Management, to store different types of Contracts, it would make a lot of things easy. Just a suggestion.
Thank You
P
Phillip Gibbs
It's great that you can see Docs in the CRM view for a client, but it would be even better if we could create folders here too so that doc we send and receive can be organised.
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Mike Lovelady
This is a great idea. We need it as well.
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