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.
3 min read615 words6 explained imagesUpdated Wed, 23 Jul, 2025 at 1:08 PM
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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.
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)What this shows In the left‑side navigation bar, click Payments In the top navigation ribbon, click the Documents & Contracts tabWhat this showsIllustrates the "Step 1: Navigate to Documents & Contracts" section of "Attach Files to Documents & Templates".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.Image 1 of 6What to clickIn the left‑side navigation bar, click Payments In the top navigation ribbon, click the Documents & Contracts tab
Fields in this part of the guideIn the left‑side navigation bar, click Payments
Buttons and menus referencedPaymentsDocuments & Contracts
Next stepTo 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 cornerAll 2 steps in this procedure
In the left‑side navigation bar, click Payments
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)What this shows 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 cornerWhat this showsIllustrates the "Step 2: Create New or Open Existing Document/Template" section of "Attach Files to Documents & Templates".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.Image 2 of 6What to clickTo 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
Buttons and menus referenced+ New
Next stepClick the G ear icon (Settings) in the upper‑left corner of the BuilderAll 2 steps in this procedure
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 3: Open Settings
Click the Gear icon (Settings) in the upper‑left corner of the Builder
Step 3: Open Settings (image 3 of 6)What this shows Click the G ear icon (Settings) in the upper‑left corner of the BuilderWhat this showsIllustrates the "Step 3: Open Settings" section of "Attach Files to Documents & Templates".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.Image 3 of 6What to clickClick the G ear icon (Settings) in the upper‑left corner of the Builder
Buttons and menus referencedGear icon (Settings)
Next stepScroll 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)What this shows 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…What this showsIllustrates the "Step 4: Select and Upload Files" section of "Attach Files to Documents & Templates".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.Image 4 of 6What to chooseScroll 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
Buttons and menus referencedAdd AttachmentsUpload
Next stepWatch 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 changesAll 3 steps in this procedure
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 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)What this shows 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…What this showsIllustrates the "Step 5: Review Progress & Save" section of "Attach Files to Documents & Templates".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.Image 5 of 6How to confirmWatch 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
Buttons and menus referencedTrash CanSave
Next stepUnderstand the boundaries so your emails deliver successfully.All 3 steps in this procedure
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 6 of 6)What this shows 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…What this showsIllustrates the "Step 5: Review Progress & Save" section of "Attach Files to Documents & Templates".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.Image 6 of 6How to confirmWatch 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
Buttons and menus referencedTrash CanSave
Next stepUnderstand the boundaries so your emails deliver successfully.All 3 steps in this procedure
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
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: 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.
