If you want to send a PDF file or images to your clients, you can do it through HoneyBook by including them in a template, an automation, a scheduled email, or a bulk email. You can even send files directly from a project's activity feed.
You can send files in PDF, JPG, PNG, or DOC formats, and once you send the file, it will be saved in your Library for easy access in HoneyBook.
You'll see a paper clip icon wherever you create or send your emails (on desktop or the mobile app), which is the symbol for attaching files. Please note that the maximum size for email attachments is 8 MB.
Add attachments when writing up an email
When you're writing an email from the project's activity feed, when sharing a smart file, making an email template, prepping a bulk email from the pipeline, or getting ready to send a batch email, you'll add attachments using the paper clip icon. This icon is usually located by the Send button. You can delete attachments by selecting the " X " icon.
📚 Tip
If you create an email template, you can use it in automations. The attachment will be present every time the email template is used, and email templates with attachments will have a paper clip icon next to their name.
Add attachments in automated emails
Automated emails can be sent to clients when a specific trigger happens (like when a client hasn't viewed a shared smart file), and can include an attachment. Automated emails will have a paper clip next to their name.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!