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 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 file or a completely new one.
While building your file, select the block you want to copy to highlight it
Copy the block by selecting the three dot icon at the top-right corner of the block > select Copy block
You can also use the CMD + C (Mac) or CTRL + C (Windows) keyboard shortcut to copy a block
Get to the page you want to paste the block into
Select any block on the page > select the three dot icon at the top-right corner of the block > select Paste block
The block you paste will appear below the block you selected (the selected block won't be replaced)
You can also use the CMD + P (Mac) or CTRL + P (Windows) keyboard shortcut to paste a block
Continue building your smart file
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.
While building your smart file, select the element (e.g., an image) you want to copy to highlight it
Copy the element by using the CMD + C (Mac) or CTRL + C (Windows) keyboard shortcut
Get to the page you want to paste the element into
Select any block on the page
Paste the element by using the CMD + P (Mac) or CTRL + P (Windows) keyboard shortcut
The element you paste will appear below the block you selected (the selected block won't be replaced)
Continue building your smart file
Duplicate an entire file
You can duplicate files you've already built and add then to new or existing projects. This can help you save time and avoid building templates. Note that when you duplicate a file, the structure of the file is duplicated, but any client-specific information or data (e.g., service selections, payments, contract signatures) is not. Therefore, duplicating a file essentially templatizes the file to the same or a new project. It's not currently possible to duplicate or move a file in its entirety across projects.
To duplicate a file:
From the navigation menu, select Files > select the file type you want to duplicate (questionnaire, invoice, etc.)
Click into the file you wish to duplicate
In the top navigation bar, click the three dot icon
Select Duplicate
Select New project (and name your new project) or Existing project (search and select the existing project)
Click Save file
Your new 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!