Sometimes you just need a hard copy! Fortunately, both you and your clients can print smart files, or save them as PDFs.
Print or save an entire smart file
Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
Once you're in the project workspace/looking at your templates, find and open the file you want to print or save
From the top menu, select the triple-dot icon > select Print file
From here, printing or saving the file looks different:
For printing: Make any changes to the settings > select Print
For saving: Set the printer destination to Save as PDF > select Save
Print or save one page from a smart file
Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
Once you're in the project workspace/looking at your templates, find and open the file you want to print or save
From the top menu, select the triple-dot icon > select View published file
Get to the page you want to print or save
Near the top of your screen, select the triple-dot icon > select Print page OR Save page as PDF
If you're printing the page, make any changes to the settings > select Print
If you're saving the page, the download should begin immediately
Print or save just contracts, invoices, or service selections
To print or download a selected portion of a smart file page, you and your clients can easily save contracts, invoices, and service selections without any additional content.
Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
Once you're in the project workspace/looking at your templates, find and open the file you want to print or save
From the top menu, select the triple-dot icon > select View published file
Get to the page that holds the contract/invoice/service selections you want to print or save
Near the top of your screen, select the triple-dot icon > select Print only
If you want to save the page, set the printer destination to Save as PDF > select Save
Print or save client responses
If your sent smart file contains client responses (for example, answers to questions, a scheduled session, service selections), you’ll have the option to print the responses, or save them as a PDF, separately.
Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
Once you're in the project workspace, find and open the File Summary for the file you want to print or save
Find the Responses section > select Print Responses
From here, printing or saving the file looks different:
For printing: Make any changes to the settings > select Print
For saving: Set the printer destination to Save as PDF > select Save
How clients can print or save smart files
When your client is looking at a smart file, they can select the triple-dot icon > print or save specific pages or specific parts of a page (like the contract). Printing or saving the entire smart file isn't currently available for 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!