The ease of a smart file continues even after it's sent! You can easily track its progress and your client's actions within a HoneyBook project. While major actions will appear in the project’s activity feed, you can also click on the smart file to view your client's detailed progress and responses.
Review your file summary
Use the search bar or select Projects from the top navigation menu to find the project that holds the file you want to view progress for
Once you're in the project, select the Files > select the file you want to view progress for
From here, you'll be able to view progress in almost real time—as soon as a client moves to the next page in the smart file, any action taken on the previous page will be visible to you (though your client will still be able to edit it until they submit their smart file in its entirety). Here's exactly what you can review:
Actions you can take in the file summary
On top of seeing the progress of the file, you can also take actions in the file summary.
View and countersign a contract
Send payment reminders
Mark or unmark payments as paid
View payment details and receipts
View and cancel sessions
Refund payments
Print responses to questions
Access other versions of 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!