Set a default name format to make sure your file titling always reflects 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
From the navigation menu, select Settings > Company settings
Select the Preferences tab
In the "Other preferences" section by "Default name format," select what naming format you want to choose for files sent using templates or automations
From here, your changes are saved automatically, and you'll notice the new naming format on future smart files you create.
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!