Your smart templates come with a number of handy organizational tools. Looking for more control over the template experience? Simply create some folders to group smart templates together. Need to locate a specific template or template type? You can easily sort and filter your smart templates, too.
Creating a new folder
Folders make it easy to organize your templates by project type, stage of client journey, and more.
To create a new folder for your templates:
1. First, navigate to Tools > My Templates to view all of your templates.
2. From your Templates page, select New Folder in the left sidebar.
3. Name your folder.
...And that’s it! Now, you can move smart templates in and get yourself organized.
📚 Tip
Since you can filter your smart templates to quickly find all smart files that include the actions or content you need—invoices, contracts, services, questions, scheduler—we recommend using folders to categorize by things like type of services, type of client, stage of process, or type of billing schedule!
Renaming, moving, & deleting folders
Once you’ve created a folder, you can always go back and rename, move, or delete it.
📣 NOTE
You’ll only be able to edit folders that you’ve created. The All templates, Favorites templates, and Saved templates folders are locked and can't be edited.
To rename a folder:
1. Click the 3-dot icon that appears when you hover over the folder.
2. Select Rename.
3. Rename your folder!
To move a folder:
1. Click the 6-dot icon that appears when you hover over the folder.
2. Drag and drop the folder to your preferred location in the folder list.
To delete a folder:
1. Click the 3-dot icon that appears when you hover over the folder.
2. Select Delete.
3. Confirm you’d like to delete by clicking Delete Folder.
📣 Note
You’ll only be able to delete a folder if there are no templates inside of it.
Adding smart templates to folders
Organizing your smart files into folders is easy!
From your My Templates section, click the 3-dot icon on the smart file you’d like to organize. Select Move to Folder, then choose which folder you’d like to add the file to.
📚 Tip
If you’d like to add the smart file to your Favorites folder, just click the star icon, instead!
Alternatively, from within a smart template, simply click the 3-dot icon in the top right corner, then select Move to folder. From there, you can choose which folder you’d like to add the file to.
Sorting & filtering smart templates
Rather than sifting through a long list of files, you can easily sort and filter to quickly access the template or template type you need.
To adjust how templates are sorted:
1. First, navigate to Tools > My Templates to view all of your smart templates.
2. From here, click on the Sort By drop-down.
3. Within the drop-down that appears, choose how you would like to sort your templates. You can sort by:
Newly created (default)
Oldest created
Name (A-Z)
To filter by smart file type:
1. From your My Templates section, locate the Filters area.
2. Next, click on the action(s) or content that you’d like the resulting smart templates to contain. You can select:
Invoice
Contract
Questions
Services (depending on how you’ve designed your brochures, they might appear under Services, or a different filter!)
Scheduler
📚 Tip
If you aren’t finding the template that you’re looking for, it may be because it doesn’t contain any actions. Try removing filters and looking for it by name instead.
Your templates containing only the action(s) or content selected will appear as results! Filters work together, so if you select Contract and Invoice, for example, only your templates with both actions will show up in the results.
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!