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View a client's progress with your files
View a client's progress with your files

View a client's actions in a smart file to see how close they are to finishing the file and see what's left to do.

Updated yesterday

The ease of a smart file continues even after it's sent! You can 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

  1. 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

  2. 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!

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