Folders and Trash Recovery Added to Contact Documents

TL;DR

HighLevel added multi-level folders and a 60-day trash recovery window for documents on individual contact records.

No setup is required, and you do not need to act unless your team wants to reorganize existing contact files.

Who this affects

HighLevel has not confirmed which specific user roles or plan tiers this applies to, or whether it is gated behind specific sub-account permissions.

Operators and team members who regularly handle document uploads on contact records are the primary audience.

What changed

• Users can now create custom multi-level folders to organize documents on individual contact detail pages.

• Documents are split into two categories: system folders and custom folders.

• System folders and the files inside them are undeletable.

• Custom folders and the files stored inside them can be deleted by users.

• Files can be moved between folders, and folders can be moved across different directory levels without re-uploading.

• Deleted custom folders and files are placed in a Trash folder and can be restored within 60 days before permanent deletion occurs.

• Rollout status, specific account limits, and plan gating have not been confirmed by HighLevel.

Where to find it

Inside your sub-account, go to Contacts and select any contact detail page to view the document directory.

How agencies will use this

An agency operator opens a contact detail page inside a client sub-account to manage onboarding paperwork.

Instead of leaving all uploaded contracts and intake sheets in a flat list, the operator builds multi-level custom folders to categorize files by type.

When a team member accidentally removes a custom folder while updating a contact record, they navigate to the Trash folder and restore the files before the 60-day cutoff.

Our take

This is a standard quality-of-life update rather than a major release.

It fixes a basic file management pain point inside the contact detail view, and the 60-day recovery safety net is practical, but it will not alter your day-to-day agency operations.