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Set a default file name format
Set a default file name format

Choose the default name for your smart files when they're added to projects or created by automations to help build up your brand identity.

Updated over 3 months ago

Set a default name format to make sure your file titling is always reflect your brand. When you add a smart file template to a project or send one through an automation, the name will be automatically generated according to what you choose below.

If the format you want to use doesn't match the options below, you can adjust the smart file's title before sending it to clients.

Set a default file name format

  1. From the top navigation menu, select your profile photo > Company settings

  2. Select the Preferences tab

  3. In the Default Name Format section, select which naming format you want to choose for files sent using templates or automations

    1. Template name: The name of the template

    2. Project name + Template name: What the project is called, then the name of the template

    3. Project name + Smart file: What the project is called, then the smart file type

From here, your changes are saved automatically, and you'll notice the new naming format on future smart files you create.

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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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