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.

PLEASE NOTE: All of your legacy file templates were converted at the time you upgraded to smart files! To access your smart file templates, simply navigate to Tools > My Templates. If you created or edited any legacy files since you upgraded to smart files, it’s easy to convert those, too. We’ll cover the steps below!

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.

Your account look a little different? You might have a different version of files! Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!

To convert a legacy file template to a smart file template:

1. First, locate the template that you’d like to convert. From your My Templates section, head to the Legacy Templates tab to find your legacy file templates, then click to open.

2. Your template will open in the legacy file builder. In the top banner, click TRY SMART FILES.

PLEASE NOTE: 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.

3. 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. As always, just click Update Template to save any edits, and click Use Template if you’d like to send that smart file to a client.

  • HoneyBook Tip: We recommend giving the new template a unique name by clicking the title at the top.

Now, you’ll be able to access this template as a smart file from your My Templates tab!

And, once you’ve converted your legacy files, you can take your templates a step further by organizing your smart file templates into folders.

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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