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All CollectionsFiles and TemplatesAsk Questions with Smart Files
Ask your clients questions in your smart files
Ask your clients questions in your smart files

Get the answers you need from clients as they're going through your smart files by asking questions in the file.

Updated over 3 months ago

With smart files, you can create questionnaires and include client comments or sign-offs on mood boards, proofing documents, and more. Additionally, clients can ask their own questions, meaning they can let you know up front what they need.


Add a question to an existing block

  1. While building a smart file, select the block you want to add a question to

  2. Select the small plus icon > select Question

  3. Customize the question > continue building the smart file


Add a question block

  1. While building a smart file, select the page you want to add a question to

  2. Select the large plus icon > select Question

  3. Decide if you want to reuse a question from a template

    1. Updating the block after you reuse it won't update the original template

  4. Choose the block layout from the settings sidebar

    1. If you want to change the block layout after typing into it, delete the block and add a new one

  5. Customize the question > continue building the smart file


Customize the question

Once you've added the question, select it to open the settings sidebar:

  • Change the question type (e.g., short text, multiple choice)

  • Toggle whether the question is required (the client can't submit the file until the question is answered)

  • Toggle whether the client's response should be linked to a project detail (e.g., address, budget)

    • Their answer will populate the project detail once they submit the file

  • Select the placeholder text for the question and answer field to replace it

  • Select the gear icon for the block that the question lives in to change its settings (like its background color)

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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