Hey, guys, what's up? It's Christine Seale, the HighLevel queen,
and in this video, we are going to talk about something super exciting.
So you now have the ability to upload files, including PNG, PDF, docs,
and accept signatures in your forms inside of HighLevel.
So we're going to talk about
that and you're going to learn it in three easy steps.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out.
OK, so step one, what you want to do
first is create a form.
So I am in marketing and form builder.
I'm going to click on create a new form
and we're going to treat this like sample onboarding form for one of your clients.
OK, so we're going to get their name.
We're going to get their phone.
We're going to get their email.
OK, now step two is you want to create your custom field for your file upload.
So the first thing I'm going to do is I'm
going to click on Custom Fields and I'm going to add a new custom field.
I'm going to say file, upload.
And the name of the field can be your logo.
It's going to be a PNG file.
OK, then you're going to drag it over here.
You can see that.
Then I'm going to add another custom field file upload.
And this can be called contract.
It's going to be a PDF, so we're going to upload the contract or
they can upload a PDF document, whatever you want to do here, guys.
It's totally flexible and there.
So let's say that you sent them a PDF to sign.
They're going to sign it and then send it back to you.
That would be a good use case for this.
And then step three, we're going to collect their signatures.
So you're going to add another custom field called Signature,
and then you're going to just simply drag it over here.
Now, to test this once you're going to do is click integrate form.
You're going to click on Link.
Copy that link.
Open a new tab and paste in the link.
And here's my form.
And then my logo, this is where you just click it,
upload, you click it, then you can upload a PDF and then you sign it right here,
OK? And if you mess up, no problem.
Clear, sign it again,
submit.
Now, that went through and all you have to do to find it is go to contacts,
click on their name
and you can see additional info here.
You can see all the files are in here, but you can also
go into your form builder and go back into submissions.
And you can see this right here.
How cool is that, guys?
So that is how you upload files and accept
signatures inside of HighLevel hope this was helpful for you guys.
Don't forget to hit the like and subscribe
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And I'll see you guys next time.