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Add and customize smart file pages

Add pages to your smart file to hold the info clients need to know and actions clients need to take.

Updated over 2 months ago

Pages let you divide your smart file into manageable sections for clients to complete. This can include a company introduction, client process, services, and client questions. Each page can include various content like text, images, videos, and more. You can start a page from scratch or pull in existing pages from other smart files to save time and maintain consistent branding.

Each smart file can be up to 30 pages.


Reuse an existing page from another template

  1. While building your smart file, select the pages icon from the top menu

  2. From the sidebar, select Add page

  3. Select the template you want to reuse pages from

    1. Search by content type by using the filters

    2. Your most frequently used templates will appear first

    3. If you don't see the template you want to use, select Load more templates

  4. Select which pages you want to import into your new template or smart file > select Add pages

    1. If you want to copy the entire template, select Add all pages without selecting specific ones

From here, the pages will get copied into the template or smart file you're currently working on, so you can continue building your smart file. Learn how to customize pages below.


Add a blank page to the smart file

  1. While building your smart file, select the pages icon from the top menu

  2. From the sidebar, select Add page

  3. Select Start from blank

From here, you can select which blocks you want to add to the page and can continue building your smart file. Learn how to customize pages below.


Customize pages

Here are some options to customize your pages:

  • When you add a page, you can give it a name by selecting the page title from the sidebar

    • Your client can see these

  • Select the gear icon in the sidebar to adjust the page's background color, opacity, or add a background image

  • Rearrange pages by dragging them around in the sidebar

  • Fill out a specific page by adding blocks (you can do this by selecting the large plus sign > selecting what block want to add)

    • Keep your pages condensed yet manageable to create a good experience for your client

    • Invoices and contracts cannot be added onto the same page in a smart file

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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