Your smart file templates come with a number of handy organizational tools. Looking for more control over the template experience? Simply create some folders to group smart file templates together! Need to locate a specific template or template type? You can easily sort and filter your smart file templates, too.


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In this article, we’ll review:


Creating a new folder for your templates

Folders make it easy to organize your templates by project type, stage of client journey, and more.

To create a new folder:

1. First, navigate to Tools > My Templates to view all of your smart file templates.

2. From here, click New Folder in the left sidebar.

3. Name your folder.

...And that’s it! Now, you can move smart file templates in and get yourself organized.


Renaming, moving, and deleting folders

Once you’ve created a folder, you can always go back and rename, move, or delete it.

PLEASE NOTE: You’ll only be able to edit folders that you’ve created–the All templates, Favorites templates, and Saved templates folders are locked.

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.

PLEASE NOTE: You’ll only be able to delete a folder if there are no templates inside of it.


Adding smart file 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.

  • HoneyBook 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 file 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 and filtering smart file 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 file 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 file 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!)

  • HoneyBook 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.

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!

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