Questions in smart files let you create something as simple as a questionnaire, while also allowing for things like client comments or sign offs on mood boards, proofing documents, and more. You can even use them to allow clients to ask their own questions, cutting down even further on back and forth communication!
Your account look a little different? You might have a different version of files! Check out this article for more info on creating a questionnaire. Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!
In this article, we’ll cover:
Adding a question to an existing block
1. Click the small Plus (+) button within a block, then select Question.
2. Once you’ve added your question, jump here to customize it further!
Adding a new block with questions
1. First, find the page where you want the new block with questions to go and click the large Plus (+) button, or create a new page.
2. Select Question.
3. Next, choose your preferred question layout. Or, if you'd prefer, you can also just click into your new block to get started customizing it immediately.
HoneyBook Tip: You can try a few different layouts by selecting from the layout gallery while it’s still open; once you’ve clicked the block to start editing, though, you won’t be able to switch to another! (Don’t worry—you can always delete the block you added and try again with a new layout.)
4. Once you’ve added your questions, jump here to customize them further!
Reusing questions from an existing template
With the reusable blocks and pages feature, you can easily reuse blocks that you’ve already designed in new smart files.
There are two ways to pull existing questions into your new smart file: use reusable pages if you want to pull an entire page containing questions from a saved smart file template into your new file.
Or, use reusable blocks if you want to pull in just the content block that the questions are part of. We’ll go over those steps below!
To reuse questions using reusable blocks:
1. Click the large Plus (+) button to add a new block.
2. Select Question.
3. Select Reuse a content block from a template, then select an existing smart file template to pull in its content.
All of your templates containing blocks with questions will appear in this list (and, if you used the old saved blocks feature, any saved blocks with questions will appear in the list for easy addition, too!)–you might need to do some scrolling to locate the one containing the questions you’d like to reuse.
HoneyBook Tip: When you select a template to pull in its questions, the entire content block that contains the questions will be added to your new smart file. You can always delete unnecessary elements from the block once you’ve added it!
Customizing your questions
1. Once you’ve added questions, click a newly-added question to open the question’s settings, where you can select the question type. You can choose from:
Basic question types, like short text, dropdown, or a date picker, which save responses in the smart file's client progress area.
Linked question types, which automatically save responses to a Project’s details fields in addition to the smart file's client progress area.
HoneyBook Tip: Think of linked questions as “smart fields,” where the info is recorded in the details section of the project, but can also dynamically pull into contracts, billing schedules, and reports. If your smart file does contain a contract, you can use the contract’s smart fields to pull a response from any question into that contract!
From here, you can also toggle whether the question is required on or off.
2. Enter the text of your question, placeholder text in the answer field, and if necessary, the answer options (as in drop-down menu questions, multiple choice questions, etc.)
HoneyBook Tip: Clicking an existing question displays that question’s settings, so you can change the question type, mark the question as required, and see whether it is a linked question.
Your questions will default to the font and color you set up in your smart file theme, but you can always highlight the text of individual questions to adjust the formatting.
3. You can always customize the design of any content block by clicking the block container (outside of the boxes that hold the elements), which will open your block settings. Then:
Select a background color
Adjust the background color opacity
Select a background image from your Library, or upload a new one
Customize the content width (S, M, L, or 100%)
Adjust the column spacing by using the scroll bar
Change the top & bottom padding (S, M, L, or Custom)
Remember that you can also:
Reuse blocks and pages between smart file templates
Add more content to the block by hovering over an element, and clicking the Plus (+) button above or below it
Rearrange or delete an element by clicking the element itself to display the move or trash can icons
Copy & paste elements or blocks by clicking to highlight the area, then using the Command-C/Command-V (Mac) or Control-C/Control-V (PC) commands to copy and paste
Rearrange or delete entire blocks by clicking the block container (outside of the boxes that hold the elements) to display the move or trash can icons for the block
Add background colors, images, or further customize the formatting of the block by clicking the block container (outside of the boxes that hold the elements)
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!