# Attach Files to Documents & Templates > Learn how to upload SVG, PNG, JPG, and PDF files to Documents & Templates in GHL Customer Care so clients receive documents plus supporting files in one email. - Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/attach-files-to-documents-templates - Section: Documents & Contracts / Documents and Contracts - Reading time: 3 min - Images: 6, each explained below - Modified on Wed, 23 Jul, 2025 at 1:08 PM --- Deliver a complete document package in one email by adding images, PDFs, or other files as true email attachments within GHL Customer Care’s Document & Template Builders. This article shows where to upload, manage, and send attachments so clients receive everything they need without extra follow‑up. --- **TABLE OF CONTENTS** - [Overview of Attaching Files to Documents & Templates](#overview-of-attaching-files-to-documents-and-templates) - [Key Benefits of Adding Attachments](#key-benefits-of-adding-attachments) - [How to Upload Attachments](#how-to-upload-attachments) - [Supported File Types & Limits](#supported-file-types-and-limits) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **Overview of Attaching Files to Documents & Templates** You are able to upload multiple files (SVG, PNG, JPG, or PDF files, up to 15 MB each) directly inside any document or template. When the document is sent, manually or through a Workflow, those files arrive in your recipient’s inbox as standard, downloadable email attachments. This enables you to send a single email that contains both the contract and all supporting documents. --- ## **Key Benefits of Adding Attachments** - **Single‑Email Delivery**: Clients receive the contract plus supporting materials in one message, reducing confusion and speeding sign‑off - **No Extra Tools Required**: Eliminate third‑party file‑sharing links for a seamless sender and recipient experience - **Workflow‑Ready**: Attachments ride along automatically when documents are triggered by Workflows—no extra configuration needed - **Easy File Management**: Upload, preview progress, or delete files directly from the Document Settings panel before sending - **No External Download Links**: Recipients can open attachments directly from the email, reducing extra clicks, boosting trust, and minimizing phishing concerns --- ## **How to Upload Attachments** Follow the numbered steps below to locate the Add Attachments panel and upload files without leaving the builder. #### **Step  1:** Navigate to Documents & Contracts - In the left‑side navigation bar, click **Payments** - In the top navigation ribbon, click the **Documents & Contracts** tab ![Step 1: Navigate to Documents & Contracts (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050329936/original/YFnIN4rmOcvcAQtaKrBhXUGboe7HUXCv4w.png) **Step 1: Navigate to Documents & Contracts (image 1 of 6)** This screenshot appears in the "Step 1: Navigate to Documents & Contracts" section of "Attach Files to Documents & Templates". The text alongside this image reads: In the left‑side navigation bar, click Payments In the top navigation ribbon, click the Documents & Contracts tab. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: To edit an existing document/template, click its name in the list To create a new one, click the blue + New button in the top‑right corner. - What to click: In the left‑side navigation bar, click Payments In the top navigation ribbon, click the Documents & Contracts tab - Fields: In the left‑side navigation bar, click Payments - Controls: Payments, Documents & Contracts - Next: To edit an existing document/template, click its name in the list To create a new one, click the blue + New button in the top‑right corner Full procedure: 1. In the left‑side navigation bar, click Payments 2. In the top navigation ribbon, click the Documents & Contracts tab #### **Step  2:** Create New or Open Existing Document/Template - To edit an existing document/template, click its name in the list - To create a new one, click the blue **+ New** button in the top‑right corner ![Step 2: Create New or Open Existing Document/Template (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050330088/original/W5gmwOcLg6aXkSe65avPssu9AhOZMjPLiA.png) **Step 2: Create New or Open Existing Document/Template (image 2 of 6)** This screenshot appears in the "Step 2: Create New or Open Existing Document/Template" section of "Attach Files to Documents & Templates". The text alongside this image reads: To edit an existing document/template, click its name in the list To create a new one, click the blue + New button in the top‑right corner. Immediately after, the guide continues: Click the G ear icon (Settings) in the upper‑left corner of the Builder. - What to click: To edit an existing document/template, click its name in the list To create a new one, click the blue + New button in the top‑right corner - Controls: + New - Next: Click the G ear icon (Settings) in the upper‑left corner of the Builder Full procedure: 1. To edit an existing document/template, click its name in the list 2. To create a new one, click the blue + New button in the top‑right corner #### **Step  3:** Open Settings - Click the **G****ear icon (Settings)** in the upper‑left corner of the Builder ![Step 3: Open Settings (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050330116/original/zSzk_aYSKL3xOAFS6SNvbg-jJLN5EL4NDg.png) **Step 3: Open Settings (image 3 of 6)** This screenshot appears in the "Step 3: Open Settings" section of "Attach Files to Documents & Templates". The text alongside this image reads: Click the G ear icon (Settings) in the upper‑left corner of the Builder. Immediately after, the guide continues: Scroll to Add Attachments and click Upload Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) Click Upload to confirm. - What to click: Click the G ear icon (Settings) in the upper‑left corner of the Builder - Controls: G, ear icon (Settings) - Next: Scroll to Add Attachments and click Upload Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) Click Upload to confirm #### **Step  4:** Select and Upload Files - Scroll to **Add Attachments** and click **Upload** - Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) - Click **Upload** to confirm ![Step 4: Select and Upload Files (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050330131/original/DSjGmcAmIqJ3Wf7L3nXAA9LDrvDzrp494w.png) **Step 4: Select and Upload Files (image 4 of 6)** This screenshot appears in the "Step 4: Select and Upload Files" section of "Attach Files to Documents & Templates". The text alongside this image reads: Scroll to Add Attachments and click Upload Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) Click Upload to confirm. Immediately after, the guide continues: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes. - What to choose: Scroll to Add Attachments and click Upload Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) Click Upload to confirm - Controls: Add Attachments, Upload - Next: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes Full procedure: 1. Scroll to Add Attachments and click Upload 2. Drag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each) 3. Click Upload to confirm #### **Step  5:** Review Progress & Save - Watch the real‑time upload progress bar until it reaches 100 % - Remove any file at any time by clicking the **Trash Can** icon next to it - Click **Save** to commit your changes ![Step 5: Review Progress & Save (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050330263/original/lFTIUsxU8T-74lPwaGRnYA1DcbXaLUX77Q.png) **Step 5: Review Progress & Save (image 5 of 6)** This screenshot appears in the "Step 5: Review Progress & Save" section of "Attach Files to Documents & Templates". The text alongside this image reads: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes. Immediately after, the guide continues: Understand the boundaries so your emails deliver successfully. - How to confirm: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes - Controls: Trash Can, Save - Next: Understand the boundaries so your emails deliver successfully. Full procedure: 1. Watch the real‑time upload progress bar until it reaches 100 % 2. Remove any file at any time by clicking the Trash Can icon next to it 3. Click Save to commit your changes ![Step 5: Review Progress & Save (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050330226/original/8wwT-FgP-ZQ8qPwqNYWM4dhufwSgkJ7Psw.png) **Step 5: Review Progress & Save (image 6 of 6)** This screenshot appears in the "Step 5: Review Progress & Save" section of "Attach Files to Documents & Templates". The text alongside this image reads: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes. Immediately after, the guide continues: Understand the boundaries so your emails deliver successfully. - How to confirm: Watch the real‑time upload progress bar until it reaches 100 % Remove any file at any time by clicking the Trash Can icon next to it Click Save to commit your changes - Controls: Trash Can, Save - Next: Understand the boundaries so your emails deliver successfully. Full procedure: 1. Watch the real‑time upload progress bar until it reaches 100 % 2. Remove any file at any time by clicking the Trash Can icon next to it 3. Click Save to commit your changes --- ## **Supported File Types & Limits** Understand the boundaries so your emails deliver successfully. - Accepted formats: **SVG, PNG, JPG, PDF** - Supports up to **15 MB per file** - Supports up to **5 attachments** --- ## **Frequently Asked Questions** **Q: What happens if my file is larger than 15 MB?** The upload will fail. Compress or split the file and try the to upload again. **Q: Can I attach multiple files?** Yes, upload up to 5 attachments. Keep total email size under 20 MB for best deliverability. For more info, see [File Size Limits for Attachments in SMS and Email](https://docs.ghlcustomercare.com/docs/phone-system/messaging/file-size-limits-for-attachments-in-sms-and-email) **Q: Do attachments send when a document is triggered by a workflow?** Yes, any attachments added to the template automatically are with the email sent through a Workflow. **Q: Will attachments copy over if I duplicate a document or template?** Yes. When you duplicate a document or template, any existing attachments are duplicated as well. You can remove or replace them in the new copy. --- ## **Related Articles** - [How to use Documents & Contracts?](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-documents-contracts) - [How to Create & Send Document or Contract Templates Automatically in a Workflow](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-create-and-send-document-or-contract-templates-automatically-in-a-workflo) - [Workflow Action – Send Documents & Contracts](https://docs.ghlcustomercare.com/docs/workflows/documents-and-contracts-3/workflow-action-send-documents-contracts) - [Documents & Contracts Trigger inside Workflows](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/workflow-trigger-documents-contracts) - [Attachments Made Easy in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/attachments-made-easy-in-conversations) - [File Size Limits for Attachments in SMS and Email](https://docs.ghlcustomercare.com/docs/phone-system/messaging/file-size-limits-for-attachments-in-sms-and-email) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com