Paperless is becoming more and more popular, but sometimes, you just need a hard copy. Fortunately, you can easily print smart files—and, your clients can print them, too! You and your clients can even save these pages as PDFs.


Your account look a little different? You might have a different version of files! Check out this article for more info on saving and printing legacy 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!


In this article, we'll cover:


Printing and saving entire smart files

Whether you need a PDF copy for your own reference or a printed version to look through with a client, you can easily print and save an entire smart file in one fell swoop.

To print or save a smart file in its entirety:

1. From your HoneyBook home page, navigate to the smart file you’d like to print or save as a PDF.

  • You can search for a smart file within a specific project via the search icon, or select the Projects tab to review your full list of projects. Once you’ve located the project, find the smart file in question under the Shared tab.

  • Or, you can search for a smart file template by navigating to Tools > My Templates.

2. Click to open the smart file.

3. Select the three-dot icon to the top right of the smart file, then click Print file.

4. A pop-up should appear on your browser. Make any adjustments (i.e., printer location, number of copies), then click Print.

  • HoneyBook Tip: If you’d like to save the smart file as a PDF instead of printing, simply change the printer location/ destination to Save as PDF, then click Save.


Printing and saving individual pages of smart files

In just a few simple steps, you and your clients can print and save smart files by the page.

To print or save a page of a smart file as a PDF:

1. From your HoneyBook home page, navigate to the smart file that contains the page(s) you’d like to print or save as a PDF.

  • You can search for a smart file within a specific project via the search icon, or select the Projects tab to review your full list of projects. Once you’ve located the project, find the smart file in question under the Shared tab.

  • Or, you can search for a smart file template by navigating to Tools > My Templates.

2. Click to open the smart file.

3. Select the three-dot icon, then click View published file.

4. Navigate to the page of the smart file that you’d like to print or save as a PDF.

5. Within the previewed page, select the three-dot icon to the top right of the smart file, then click Print page or Save page as PDF.

  • If you’re printing the page, a pop-up should appear on your browser. Make any adjustments (i.e., printer location, number of copies), then click Print.

  • If you’re saving the page as a PDF, the page should immediately save as a download in your browser. In Google Chrome, you can also access all downloaded files by clicking the three vertical dots in the upper right-hand corner of your browser, then Downloads. In Safari, you can access recently-downloaded files by clicking the Download icon to the right of the search bar.


Printing and saving contracts, invoices, and service selections

Sometimes, it’s necessary to print or download a specific piece of a certain page of smart file, without any extra content. That’s why you and your clients can easily print and save contracts, invoices, and service selections by themselves.

To print or save a contract, invoice, or service selections as a PDF:

1. From your HoneyBook home page, navigate to the smart file that contains the contract, invoice, or service selections you’d like to print or save as a PDF.

  • You can search for a smart file within a specific project via the search icon, or select the Projects tab to review your full list of projects. Once you’ve located the project, find the smart file in question under the Shared tab.

  • Or, you can search for a smart file template by navigating to Tools > My Templates.

2. Click to open the smart file.

3. Select the three-dot icon, then click View published smart file.

4. Navigate to the page of the smart file that contains the contract, invoice, or service selections.

5. Within the previewed page, select the three-dot icon to the top right of the smart file, then click Print only.

6. In the pop-up that appears on your browser, make any adjustments (i.e., printer location, number of copies), then click Print.

  • HoneyBook Tip: If you’d like to save the contract, invoice, or service selections as a PDF instead of printing, simply change the printer location/ destination to Save as PDF, then click Save.


Printing and saving client responses

If your sent smart file contains client responses (i.e., answers to questions, service selections), you’ll have the option to print the responses, or save them as a PDF, separately.

To print or save client responses as a PDF:

1. From your HoneyBook home page, navigate to the smart file that contains the responses you’d like to print or save as a PDF.

  • You can search for a smart file within a specific project via the search icon, or select the Projects tab to review your full list of projects.

2. Click to open the smart file.

3. Scroll to the Responses section and click Print Responses.

4. In the pop-up that appears on your browser, make any adjustments (i.e., printer location, number of copies), then click Print.

  • HoneyBook Tip: If you’d like to save the responses as a PDF instead of printing, simply change the printer location/ destination to Save as PDF, then click Save.


Your clients' view when they print or save smart files

We know it’s equally important to allow clients to print and download from their end, and the good news is, they can do exactly that! The client view will be almost identical to yours – clients will be able to print individual pages and important pieces of smart files by clicking the three-dot icon to the top of their screen when viewing a smart file.

PLEASE NOTE: At this time, printing and downloading entire smart files and client responses is not available to clients.

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!

Did this answer your question?