If you have legacy invoice, contract, proposal, brochure, or questionnaire templates that you’ve already created in your HoneyBook account, you can easily convert those templates to smart files.
When you convert a legacy file, all of the content stays the same, but more design and content customization options become available to you. You can simply save or send the resulting smart file as is, without adding any extra prep time, or take a few minutes to jazz it up or include more elements of your process.
First, locate the template that you’d like to convert: from the navigation menu, select Templates > File templates, then head to the Legacy Templates tab > click to open the legacy template
Your template will open in the legacy file builder. In the top banner, select TRY SMART FILES
Clicking here will not delete or override the original legacy file template—you will still be able to access it in the Legacy Templates tab of your Templates section, and you will still be able to send it to clients
The content of your legacy file will open in the smart files builder as a smart file template
From here, you can make any changes you need using the new smart file capabilities, or just keep it as is
Now, you’ll be able to access this template as a smart file from your Templates view, and can get started sharing it with clients.
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!