Templates and Smart Files are what you use to build documents, questionnaires, and other files that you will send to your clients. They are similar, but differ in the way that you set them up.
Templates
Templates are general-purpose documents (for example: an invoice). You can use them to build Smart Files that are specific to a client or project (for example: an invoice that has your client’s information embedded). You can begin building templates from the My Templates screen.
You can always start from the Template Gallery. Filter and search for what you need, then download the template before making it your own. Learn more about the Template Gallery.
Smart Files
Smart Files should be built for a specific project's needs first, and you'll start building them from a project.
Ultimately, Smart Files can accomplish pretty much anything you need, so decide what you want to make first, then build a Smart File that answers that need. Here's what the process might look like:
Figure out what your Smart File should accomplish (for example: Help your client schedule a session with you)
Create a new Smart File
Add the actions clients should take (like scheduling) and content that you want to include (like videos)
Customize your Smart File to align with your company's branding
Set the Smart File's settings (so it acts exactly as you need it to)
Test that the Smart File looks good (and make any needed tweaks if it doesn't)
Send the Smart File to your client