Screengrab of Context Menu in GHL for Documents & Agreements

Downloading a Copy of a Document or Agreement in GHL

February 16, 20251 min read

Here are the quick & easy steps to snag a copy of a Document or Agreement in your GoHighLevel:

Steps 

  1. Log into your GHL sub-account → 
    If you don't know what this means, log in normally because this is the only kind of login you probably have.

  2. Payments → 

  3. Documents & Agreements → 

  4. Completed → 

  5. Click on the vertical ellipsis for the person's agreement you need to get → 

  6. Click Download PDF     

Click here for the full screen capture.


This post is part of the Simplified How-To series. Sure, the instructions are sparse, but how much fluff do you want when all you need is how to do the thing? 😎

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