Your smart templates come with a number of handy organizational tools. Looking for more control over the template experience? Create 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.
Folders
Create a new folder
Navigate to Tools > My Templates to view all of your templates
From your Templates page, select New Folder in the left sidebar
Name your folder
Your new folder will be created. 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, we recommend using folders to categorize by things like type of services, type of client, stage of process, or type of billing schedule.
Rename a folder
📣 Note
You’ll only be able to edit folders that you’ve created. The All templates, Favorites templates, and Saved templates folders can't be edited.
Click the three dot icon that appears when you hover over the folder
Select Rename
Rename your folder
Delete a folder
Click the three dot icon that appears when you hover over the folder
Select Delete
Confirm you’d like to delete by clicking Delete Folder
You’ll only be able to delete a folder if there are no templates inside of it
Add smart templates to folders
From your My Templates section, click the three 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.
Alternatively, from within a smart template, simply click the three 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.
📚 Tip
If you’d like to add the smart file to your Favorites folder, click the star icon, instead!
Sorting and filtering
Adjust how templates are sorted
First, navigate to Tools > My Templates to view all of your smart templates
From here, click on the Sort By drop-down
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)
Filter by smart file type
From your My Templates section, locate the Filters area
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 actions 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!