Let’s talk about a sneaky little problem I see all the time with agencies—especially accountants, lawyers, mortgage folks, and anyone dealing with sensitive data:
“How do I collect documents from my clients… securely?”
I’m not talking about random PDFs or cat memes. I’m talking W-2s, ID scans, tax files, medical forms—the kind of stuff you do not want floating around in a public Google Drive folder.
So when we hosted a live Zoom session with Mario Aldayuz (Head of Partnerships at HL Pro Tools), one topic that really stood out was secure document uploads in HighLevel—and how to actually do it right.
Here’s what you need to know:
The Problem with Dropbox & Google Drive Links
Look, I get it. Dropbox is easy. Google Drive is everywhere. But:
- You lose control of where the data lives
- There’s zero automation
- Your client ends up emailing you back with “Hey, I uploaded it, did you get it?” 😩
- And let’s not even start on security risks
If you’re using HighLevel and still sending people to third-party upload tools, you’re missing out on one of its most powerful (and underused) features.
The Better Way: HighLevel Forms with File Uploads
Here’s the move 👇
🛠️ Step 1: Add a file upload field inside your HighLevel form
🔒 Step 2: Embed that form on an SSL-secured page (e.g., your funnel, website, or even inside a membership area)
🧾 Step 3: Automate your follow-up using workflows based on file submission
Boom. No external tools. No guessing games. And the whole thing stays inside your CRM.
💡 Pro tip from Mario:
If you’re handling especially sensitive stuff (like IDs or financial docs), host the form inside a gated membership area.
That adds an extra layer of protection and feels more “pro” to your client.
Real Use Cases That Came Up on the Call
We had agency owners and consultants asking about:
📂 Multi-file uploads
💬 Getting notified instantly when a doc is submitted
🧑💼 Creating secure client dashboards for recurring submissions
💥 Using automations to request docs at the right time, not all at once
Mario walked through examples using HighLevel’s native tools—no Frankenstein hacks needed.
Key Takeaways
Here’s what I want you to walk away with:
⚫ Stop sending clients to Dropbox. You’re handing off trust and control.
⚫ Use HighLevel forms with file uploads. It’s cleaner, safer, and more professional.
⚫ Gated membership areas = extra security. Plus, it just looks good.
⚫ Automate doc requests and confirmations. Your clients will thank you.
If you’re not doing this yet, this is one of those “set it up once, and win forever” plays.
Cool Free Thing: My Testimonial Workflow
Before someone gives you their tax return or signs a 5-figure deal… they have to trust you.
The fastest way to earn that trust? ⭐️ Testimonials.
So in the spirit of free stuff, I want to give you our Testimonial Workflow. This is the exact process my team uses to:
✅ Collect client testimonials
✅ Clean them up and make them usable
✅ Organize them so you’re not digging through Slack threads 6 months later
Want More HighLevel Fixes, Tools & Time-Savers?
If you liked this tip, you’ll love what we’ve got over at hlprotools.com. It’s where we keep the good stuff:
📦 Plug-and-play snapshots
⚙️ Automation templates
💬 Copy-paste workflows
🧠 And a bunch of ideas to help you look like a genius to your clients
