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What to do if you need to edit a smart file
What to do if you need to edit a smart file

If you catch an error on a smart file or your client changes their mind about something, you can edit smart files to reflect the change.

Updated over a week ago

Regardless of whether your client has responded in a smart file, you can make changes. If you ever need to revert to a previous version of a smart file, you can review it's version history.

If your client has taken action, for example, a contract was signed, you might be required to notify the client of any changes.


Edit a sent file

  1. Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you need to edit

  2. Find the smart file in your activity feed > open the file's File Summary by selecting it

  3. Select Edit File

  4. Make your changes > select Publish Changes

  5. Decide whether you want to notify the project participants of the change

    1. HoneyBook recommends that you always let your clients know a change was made

  6. If you decide to send an email, adjust the email's copy as needed > select Send

  7. From here, your changes will be live

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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