If you have any PDF files or images that you like sending off to your clients–beyond bookable files like Invoices and Contracts, that is—you can send those through HoneyBook as well! It's easy to attach additional files to any email you send, whether you're attaching to an email Template you send with individual emails, Workflows, automations, or bulk or batch emails; or, through on-the-fly emails you create in a Project's Activity Feed and beyond!

You can send files in PDF, JPG, PNG, or DOC formats, and once your file is sent, we'll also store it in your Library so you can easily access it again right through HoneyBook.



You'll recognize the paper clip icon—the universal attaching symbol!—wherever you create or send your emails. And, of course, you can also send attachments via your HoneyBook mobile app!

In this article, we'll review:

Adding attachments through a Project's Activity Feed

Follow the steps to create an email in a Project's Activity Feed.

Then, click the paper clip icon in the tool bar at the bottom of the message. From there, you can either choose an email or file that already exists in your HoneyBook Library, or use the Upload tab to upload something new.

Or, you can simply select an an email Template you've already created and saved that includes attachments!

Either way, attachments will appear at the bottom of the email composer, and you can always delete an attachment by clicking the X icon.

Adding attachments through an email that accompanies a file

Follow the steps to create a file.

When you've reached the email screen, click the paper clip icon in the tool bar at the top of the email composer. From there, you can either choose an email or file that already exists in your HoneyBook Library, or use the Upload tab to upload something new!

Or, you can simply select an an email Template you've already created and saved that includes attachments!

Either way, attachments will appear at the bottom of the email composer, and you can always delete an attachment by clicking the X icon.

Adding attachments to email Templates

Follow the steps to create your email Template (or, just find an existing Template you want to add an attachment to).

Then, click the paper clip icon in the tool bar at the top of the email composer. From there, you can either choose an email or file that already exists in your HoneyBook Library, or use the Upload tab to upload something new!

All changes will save automatically, so you're good to go whenever you're finished with your edits—and you can now use your Template whenever you're sending an email through a Project's Activity Feed, creating a Workflow, or setting up another email automation!

HoneyBook Tip: If you select an email Template with attachments when sending an individual email in the future, you'll have the option to delete the pre-selected attachments (or add new ones!) before sending. If you've selected an email Template with attachments for Workflows (and chosen not to approve before sending) or other automations, though, those emails will go out automatically with the attachments!

Including email attachments in Workflows

Once you've created email Templates with attachments, it's easy to include those in your Workflows!

First, follow the steps to create a Workflow. Select Send Email for at least one (or many!) of the actions in the Workflow, and make sure to select an email Template that you've added attachments to. An email Template that has attachments will be noted with a paper clip icon after selection.

If you want to make sure you can review a Workflow email (or any other element of a Workflow) before it's sent, select Approve Before Sending in the Approval dropdown for that step.

This will create a task within the relevant Project Workspace, due the day the email is set to send. Then, you'll have the option to review the email—and delete any of the Template's attachments, if you need—before it's sent.

Including email attachments in other automations

Similar to Workflows, once you've created email Templates with attachments, it's easy to include those in various automations!

Follow the steps to set up your automated email of choice, and simply select an email Template that includes an email attachment. We'll denote which Templates have attachments with the paper clip icon.

Remember, you won't have a chance to review these automated emails before they're sent, so make sure the email Template and any associated attachments are set up the way you want!

Including attachments in a bulk email

Follow the steps to create a bulk email.

Then, either select an an email Template you've already created and saved that includes attachments; or, if you're starting an email from scratch, click the paper clip icon in the tool bar at the top of the email composer. From there, you can either choose an email or file that already exists in your HoneyBook Library, or use the Upload tab to upload something new!

Either way, attachments will appear at the bottom of the email composer, and you can always delete an attachment by clicking the X icon.

Including attachments in a batch email

Follow the steps to create a batch email.

Then, either select an an email Template you've already created and saved that includes attachments; or, if you're starting an email from scratch, click the paper clip icon in the tool bar at the top of the email composer. From there, you can either choose an email or file that already exists in your HoneyBook Library, or use the Upload tab to upload something new!






Want to learn more?


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!

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