After you’ve built your smart file and it's ready to go, you can share it with your clients in several ways.
Send a file via email
From the template builder
If you’ve been building a smart file as a template (a great move if you want to be able to send this smart file to multiple clients!), here’s how you share it:
While editing a template, select Update Template in the top right corner to save changes you made > select Use Template
Decide whether you'll share the file in an existing project or create a new project
If you're using an existing project, search for the project
If you're creating a new project, name the project and enter the client's contact info
Make any needed changes to the template for it to fit this specific project and client
Double-check the file's settings by selecting the gear icon in the top menu
Select Share in the top-right corner of your screen
From the Send to: or Reply to: field, choose the recipients of the email that will go out with the file. You can:
Keep as-is
Select the plus (+) sign to add a new project participant who will receive the message, or
Click the X by a recipient's name to remove them from the message
If you'd like to adjust who can actually view and perform actions on the file, select Who can access this file?
Toggle file access ON or OFF for the existing project participants
Click Done to save your changes
Compose the email that this file will get shared with
Select Send
📚 Tip
There are two other ways to share your file under the Send drop-down. You can schedule the smart file and email to send at a later date and time, or send a test to yourself to review before sending to your client.
Once sent, the email recipients will get the smart file via an email sent directly to their inbox, also shown in the project, and they can open and take action from any device. Here’s what they'll experience when you share.
From a project
From within a project, select Create New > select which smart file you want to create
Select how you'd like to begin this smart file. You can:
Quickly select from your most used or recently sent templates,
Head to your full list of templates,
Start with a recommended template from the Template Gallery, or
Start from a blank smart file
Double-check the file's settings by selecting the gear icon in the top menu
Select Share in the top-right corner of your screen
From the Send to: or Reply to: field, choose the recipients of the email that will go out with the file. You can:
Keep as-is
Select the plus (+) sign to add a new project participant who will receive the message, or
Click the X by a recipient's name to remove them from the message
If you'd like to adjust who can actually view and perform actions on the file, select Who can access this file?
Toggle file access ON or OFF for the existing project participants
Click Done to save your changes
Compose the email that this file will get shared with
Select Send
📚 Tip
There are two other ways to share your file under the Send drop-down. You can schedule the smart file and email to send at a later date and time, or send a test to yourself to review before sending to your client.
Once sent, the email recipients will get the smart file via an email sent directly to their inbox, also shown in the project, and they can open and take action from any device. Here’s what they'll experience when you share.
Share a file through a direct link
If you need to share your smart file via text message, social media DM, or any other avenue, you can create a direct link instead of sending an email.
Choose this option if you want to make a smart file accessible to all participants in the project without notifying them/sending an email.
Follow either of the sets of steps above, but STOP when you see the email composer
If you'd like to adjust who can actually view and perform actions on the file, select Who can access this file?
Toggle file access ON or OFF for the existing project participants
Click Done to save your changes
Now, instead of sending an email, select the Create a Link button > click Create a Link to confirm
A direct link will be created based on your customized client portal URL. The file's status will get changed to Sent, but no email will send.
You can copy and share the link with project participants as you wish. Note that only the project participants you have granted file access to (this is all project participants by default) will be able to access and interact with the 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!