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Copy, paste, and duplicate content in smart files

Easily copy blocks or elements in smart files—or duplicate entire files—to speed up your workflow and reuse content anywhere

Updated this week

Smart files provide advanced copying and pasting options. With this enhanced builder, you can copy entire blocks of content and actions, such as contracts and invoices.

You can also copy individual elements within content blocks, such as text, images, questions, videos, and dividers. This streamlines your file-building process, allowing you to paste the copied content anywhere you need.

Additionally, you can duplicate an entire smart file to a new project or an existing project.


Copy and paste blocks

Keep in mind that blocks are clusters of elements or designated areas for client actions, such as headers, questionnaires, contracts, or invoices.

The copy-paste tool enables you to swiftly duplicate a block and paste it into either the same smart file or a completely new one.

  1. While building your smart file, select the block you want to copy to highlight it

  2. Copy the block by selecting the triple-dot icon at the top-right corner of the block > select Copy block

    1. You can also use the CMD + C (Mac) or CTRL + C (Windows) keyboard shortcut to copy a block

  3. Get to the page you want to paste the block into

  4. Select any block on the page > select the triple-dot icon at the top-right corner of the block > select Paste block

    1. The block you paste will appear below the block you selected (the selected block won't be replaced)

    2. You can also use the CMD + P (Mac) or CTRL + P (Windows) keyboard shortcut to paste a block


Copy and paste elements of a block

Elements are smaller pieces of blocks that can be copied and pasted within the same block, the same smart file, or into a different smart file. This allows you to repeat content without having to redo the work.

Currently, only elements in content blocks can be copied and pasted, including text, images, questions, videos, and dividers. Elements in action blocks, such as services and payment schedules, cannot be copied and pasted.

However, you can use reusable blocks and pages to move entire action blocks to new locations and delete any unnecessary elements.

  1. While building your smart file, select the element (e.g., an image) you want to copy to highlight it

  2. Copy the element by using the CMD + C (Mac) or CTRL + C (Windows) keyboard shortcut

  3. Get to the page you want to paste the element into

  4. Select any block on the page

  5. Paste the element by using the CMD + P (Mac) or CTRL + P (Windows) keyboard shortcut

    1. The element you paste will appear below the block you selected (the selected block won't be replaced)


Duplicate an entire smart file

You can duplicate smart files you've already built and add then to new or existing projects. This can help you save time and avoid building templates.

To duplicate a smart file:

  1. From the navigation menu, select Files > select the file type you want to duplicate (questionnaire, invoice, etc.)

  2. Click into the file you wish to duplicate

  3. In the top navigation bar, click the three-dot icon

  4. Select Duplicate

  5. Select New project (and name your new project) or Existing project (search and select the existing project)

  6. Click Save file

Your new smart file will then populate into whatever project you chose.


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!