Feature Request: Upload Document Link
S
Spencer Roberts
I think a feature that would greatly enhance the user experience and streamline document collection would be the ability to send a unique link tied directly to a contact's document tab. This link would allow users to upload relevant documents without needing to log in.
Example Use Case:
The user receives an email requesting them to upload necessary documents for us to begin work on their account. Including a custom field such as {{contact.document_upload_link}} in the email template would enable this functionality seamlessly.
Benefits:
Simplifies the document upload process for clients
Enhances the overall user experience
Reduces the back-and-forth communication and manual handling of documents
Speeds up the onboarding process
Thank you for considering this suggestion. It would be a valuable addition to the GoHighLevel platform.
Log In
D
Danielle Rae
I think this absolutely a great feature to consider and I would use this too!