Start building a smart file from one of these two places:
Your My Templates page
If you begin from the My Templates page, you'll create a template that can be used repeatedly. Templates can be brought into a project workspace and edited for that specific project's needs. If you begin from the project workspace, you'll only create a smart file for that one project.
Start building from a template
Building from a template saves you time since you don't need to start from scratch. Whether these are templates you've previously created or templates you've downloaded from the template gallery, you can update them to fit your company's branding and change the blocks to customize your file.
To get to the My Templates page, select Tools > select My Templates from the top nav menu.
Start building from the project workspace
Building from the project workspace allows you to create a unique smart file for just one project. Smart files can hold many different blocks for anything you might want to let your client know, anything you need your client to supply, and any choices your client needs to make to set you up for success.
Here's how to begin building a smart file from the project workspace:
Use the search bar or select Projects from the top navigation menu to locate the project you'll begin building a smart file from
Once you're in a project, select Create File
Select what file you want to create
Select Custom Smart File to start from scratch
From here, begin building your smart file using the different blocks available to you (like invoices, contracts, or scheduling).
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!