The simplicity of a smart file doesn’t end once it’s sent! It’s also easy to track the progress of a smart file, and any actions your client has taken, from within a HoneyBook project. Though, as always, you’ll see any major actions your client has taken in the activity feed of a project, you can also dive a little deeper by clicking to open the smart file, which will reveal the client's progress and responses.
This article references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!
To review a smart file's progress:
1. Find the smart file in question and click to open. You can search using the search bar, or locate the smart file from within the project's Activity or Files tabs.
2. From here, you’ll be able to review:
Progress made by individual recipients, as well as the last time they viewed the smart file
Responses to questions
You’ll be able to view this 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).
From the client progress view, you can also:
View and countersign a contract
Send payment reminders
Mark or unmark payments as paid
View payment details and receipts
View and cancel sessions
Print responses to questions
Access other versions of the file
Want to learn more?
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!