Tracking Document Statuses and Updates in GHL

Shah Zaman

Last Update há 2 meses

Introduction

Keeping track of contract statuses and updates is a crucial part of managing real estate deals efficiently. With GoHighLevel’s (GHL) eSign (Contracts) feature, you don’t need to manually monitor contract progress or attach signed documents. The system automatically updates contract statuses and attaches signed documents—saving you time and ensuring accuracy.

How Document Tracking Works in GHL

Once a contract is sent for signing, GHL tracks the document's progress in real time. Here’s how it works:

1. Sending the Contract for eSignature
  • The system sends the contract via email or SMS to the signer.

  • The signer receives a secure link to review and sign the document digitally.

2. Real-Time Status Updates

GHL automatically updates the contract status as the document moves through different stages:
Pending – The contract has been sent, awaiting signature.
Signed – The signer has completed the document.
Expired – The signer didn’t complete the document before the expiration date.

3. Automatic Attachment of Signed Documents

Once the signer completes the contract, GHL will automatically:
✔️ Update the contract status to Signed in both Seller Leads and Transactions apps.
✔️ Attach the signed document to the relevant record in the CRM.

This means you don’t need to manually upload or attach signed contracts—the system handles it for you!

Benefits of Automated Document Tracking

🔹 No manual updates – GHL updates the status automatically.
🔹 Instant access to signed contracts – Documents are attached directly in the CRM.
🔹 Better organization – Track contract statuses in real-time without missing a step.
🔹 Faster deal processing – No delays in managing signed agreements.

Final Thoughts

With GHL’s automated contract tracking, you can focus on closing deals instead of worrying about manual updates. The system ensures every signed document is stored properly and its status is always up to date.

🚀 Let us handle the setup for you! Just send us your seller and buyer agreement PDFs, and we’ll configure everything so you can start using this feature seamlessly.

Need help? Our team is here to assist with any contract-related questions! 📄✅

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