You can send existing smart file templates or drafts from your mobile app, as well as create basic smart files from scratch with text, images, and contracts. You have the flexibility to make changes to contract elements, add or edit text and images, and move or delete information before sending to your clients.
However, when creating a smart file on your mobile app, you can only add text, images, contracts, and invoices. HoneyBooks is working on enhancing this capability. In the meantime, you can still use your mobile app to send smart file templates or drafts created on your desktop that include additional details.
Start building or editing a smart file
From the bottom navigation menu, select Projects
Find and open the project that will hold the smart file you'll create
If one doesn't exist, you can make a new project
At the bottom of your screen, select Create file
From here, decide how you want to start building your smart file:
Select a template to start from
Scroll to the bottom of your template list to start from scratch
Select the Recent tab to select a smart file you've recently sent as a starting point
Edit a smart file
Add your first block by selecting the purple pencil icon > select what you want to add
Add or edit a contract block: tap the purple plus button and select contract > make any changes you need
Add or edit an invoice & pay block: tap the purple plus button and select invoice & pay > make any changes you need
Add a new text block or image block: tap the purple plus button, select your layout, then edit your block
Add a new element to an existing block: tap a block, then tap one of the small plus buttons to add text or an image
Edit image blocks: tap the image to open the block settings (background color or image, background opacity, etc.) for that block
Edit text blocks: tap the block once to open the block settings (background color or image, background opacity, etc.) > tap again to edit the text content or formatting
Delete blocks: tap a block, then tap the trash can icon
Rearrange blocks: tap a block, then tap the move icon to choose its new location
Share a smart file
When you're done building the smart file, select Share
Decide whether you want to share the smart file via email or direct link
Email: Pick the email recipient > enter a subject line > enter the email body (or use an email template) > select Send
Direct link: Select Create & change to "sent" > tap Share link > choose how you want to share the link
Once your client will receives the smart file, learn how to track a client's progress on 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!