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CRM, Contacts & Lead Gen

How to Attach Files to a Contact Record in GoHighLevel

By Marnix Geerkens. Published 2021-01-21. Updated 2026-06-02.

GoHighLevel lets you attach files directly to a contact record using a custom field set to the file upload type. First create the field in Settings, pick which file types are allowed and set an upload limit, then add files manually from the Additional Info tab on any contact. The files stay linked to that contact and are accessible any time.

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Summary. Storing documents against a contact in GoHighLevel requires one setup step: creating a custom field with the file upload type in Settings. Once that field exists, a file attachment area appears in the Additional Info tab on every contact record. You can upload images, PDFs, or any file type you allow, set a cap on the number of files per contact, and retrieve them again by clicking directly from the contact view.

What you will learn

  • Create a file upload custom field in GoHighLevel Settings
  • Control which file types and how many files can be attached per contact
  • Upload files manually to any contact's Additional Info tab
  • Retrieve and view attached files from within a contact record
  • Use file attachments to store contracts, photos, or reference documents per client

Steps

  1. Go to Settings and Open Custom Fields

    Inside your sub-account, navigate to Settings and then click Custom Fields.

  2. Add a New Custom Field

    Click Add a Custom Field. From the field type list, choose File Upload.

  3. Name the Field and Set File Rules

    Give the field a name and a placeholder label. Choose the specific file types you want to accept, or select Any to allow all types. Set a file count limit that makes sense for your workflow.

  4. Save the Custom Field

    Click Save. The field is now active on all contact records in this sub-account.

  5. Open a Contact and Go to Additional Info

    Navigate to any contact record and click the Additional Info tab. You will see your new file field with a plus button.

  6. Attach a File

    Click the plus button, select the file from your device, then click Save to store it against the contact.

  7. View the File Later

    Return to the contact's Additional Info tab any time and click the file name or thumbnail to open it.

Tips

  • Setting a file type restriction (for example, PDF only) keeps the field tidy and prevents accidental uploads.
  • Use a descriptive field name like 'Signed Contract' so team members know exactly what to upload.

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Get the full platform free for 30 days

30 days, not 14Full platform, nothing held backFree community and setup help

Frequently asked questions

Can I attach multiple files to one contact?

Yes, set the file count limit when creating the custom field.

Where do I find attached files on a contact record?

In the Additional Info tab, under the file upload custom field you created.

What file types does GoHighLevel support for attachments?

Any file type you enable when setting up the custom field, or all types if you select Any.

Do I need to create a new custom field for every sub-account?

Yes, custom fields are scoped to each sub-account and must be created separately.

Can automation workflows read or use attached files?

The file field key can be referenced in some automation steps, though direct file use depends on the action type.

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