Adding thumbnail images to your smart files and templates can help you keep your business process organized and personalized. They provide the following benefits:
Easy identification of smart files
Add visual interest to your process
Consistent branding throughout the client experience
Creating an internal organization system, as thumbnails can be turned off for clients
Thumbnails also make it easier to scan your template library. You can use list view for quick scanning of titles and smart file information, or grid view for visual organization and browsing.
By default, thumbnail images aren't visible to your clients, but you can enable that feature.
Set or edit thumbnail image
Selecting a thumbnail image for a smart file template makes it the default thumbnail for that template. You can still change or update the image when using the smart file in specific projects.
Use the search bar to find the smart file you want to edit
If you're editing a template, select from the navigation menu Templates > File templates > the template you want to edit
Select the Configure settings icon
In the "TITLE & THUMBNAIL" section below "Choose a thumbnail to visually represent your file," hover over the image, then select the Edit or replace image icon
Select an image from your library, or upload an image
Select SAVE > SAVE & EXIT
If you changed the smart file template, this image will be the new default for all future uses of the smart file. If you make a change within a specific project, only the participants in that project will see the new thumbnail, and the original smart file template will remain unchanged.
Remove thumbnail image
Use the search bar to find the smart file you want to edit
If you're editing a template, select from the navigation menu Templates > Files templates > the template you want to edit
Select the Configure settings icon
In the "TITLE & THUMBNAIL" section below "Choose a thumbnail to visually represent your file," hover over the image, then select the Remove image icon
Select SAVE & EXIT
If you made this change to a smart file template, the thumbnail image will be removed for all future smart files. If you made the change within an individual project, the participants in that project won't see a thumbnail image, but the original template will remain unchanged.
Turn thumbnail visibility off for clients
For some, thumbnail images can be a handy tool for organization—perhaps you’ve color-coded your various smart files, or used other visual cues to help your behind-the-scenes process. In that case, you might not want thumbnail images visible to clients at all:
From the navigation menu, select Settings > Company settings
Select the Preferences tab
Find the "Smart file default settings" section
Turn off Display smart file thumbnail images to clients within projects
Select CONFIRM
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