Since you live your life on the go, smart files must follow! Now, you can use your mobile app to send smart files out to your clients.
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!
Right now, you can send existing smart files templates or smart files that you drafted via desktop, as well as create basic smart files from scratch that include text, images, and contracts. Whichever smart file you choose to send, you can make changes to basic elements (edit contract elements like text, smart fields, and signature lines; add or edit text and images; or move and delete information), and send to your clients.
PLEASE NOTE: At the moment, you are only able to add text, images, contracts, and invoices when creating a smart file from scratch via mobile. We're working to expand that functionality, and in the meantime, you can still use your mobile app to send smart file templates or smart files drafted on desktop that contain other details.
Need to brush up on creating smart files via desktop? Check it out!
To select an existing or create a new smart file to share via mobile:
1. Find or create the project that requires a smart file, as smart files need to be associated with an existing project.
Find a project: search via the search icon at the top of your app's home screen (Pipeline view), or locate the project from the project list in your pipeline
Create a project: learn how here
2. Once in the project, tap the Create button.
3. Choose how you'd like to start building your smart file:
Select a template from a folder, or by locating in the all smart file templates section
Tap the Recent tab to start from a recently-sent smart file
Tap Start from a blank smart file to start from scratch
PLEASE NOTE: At the moment, you are only able to add text, images, contracts, and invoices when creating a smart file from scratch via mobile. We're working to expand that functionality, and in the meantime, you can still use your mobile app to send smart file templates or smart files drafted on desktop that contain other details. Here's how to create your full smart files on desktop.
To edit your smart file via mobile:
Add or edit a contract block: tap the purple plus button and select contract. Then, 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
To share your smart file via mobile:
1. When you've followed the steps above and are ready to share your smart file, click Share.
PLEASE NOTE: You can only attach one HoneyBook smart file per email.
2. Choose whether you'd like to share your smart file via email, or create a direct link to share with project participants via text, DM, or any other avenue.
Via email: Enter the subject line and the body of the email (or, select a previously-saved email template), then tap Send.
Via direct link: Tap the link to copy and send elsewhere, or tap Share Link to quickly share via text or DM. Creating a direct link will change the status of the smart file to "sent," but will not actually send anything out on your behalf.
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!