What’s New at HighLevel?
There are several exciting updates at HighLevel:
- __Public Document Creation:__ For ease of sharing and signing, HighLevel now supports the creation of Public Documents from within the Documents and Contracts > Templates section.
- __Shareable Links:__ Upon publishing any public document, HighLevel generates a unique link for seamless sharing with anyone.
- __Response Management:__ HighLevel captures all signatures and responses, making them available for download or viewing.
HighLevel Document Updates: How to Use
- To create a Public Document, navigate to the Templates section.
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Click New Template, then select Publish. Alternatively, select New, then Create Public Document.
 - After publishing, share the generated unique link with the intended recipients.
 - For the signing process, recipients are guided to enter their first name, last name, and email to sign the document. HighLevel automatically emails them a copy of the signed document.
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To manage responses, access signed documents and responses in the Responses section for download or review.
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To cease receiving signatures, simply unpublish the existing public document.
 - HighLevel ensures that all existing templates remain fully functional within workflows independently of public document usage.
Why Was This Feature Built?
HighLevel created this feature to address instances where there’s no need to add a contact and a standard agreement has to be signed swiftly and conveniently.
Click here for the full HighLevel update article
What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.
