You can save time when sharing files by setting a default email template. The template will automatically appear whenever you send a file to your client through a project, so you don't have to write a new message each time. You can make any edits to the message, or send it out right away.
Set a default email template
From the navigation menu, select Templates > File templates
Click into your file
Click the three-dot icon > Edit email settings
In the drop-down menu, select the default email template you’d like to appear when you send the file
From here, you can customize your template settings:
Show your company logo: Toggle ON or OFF
Edit button text: Enter the text that you’d like to appear on the button that will link to your smart file
Need to change the button color? Head to your Company Settings
Click Save
📌 Note
If you set default email settings for a file template, but then add the smart file to an automation and choose a different email for that automation step—the email chosen when creating the automation step will trigger, overriding the template settings. However, the logo and button settings set at the template level will remain the same.
Edit a default email template
When you send a file, you can edit the default email template you’ve set directly in the email composer.
In the email composer, you can:
Edit the body of the email
Access default email templates
Choose if your logo appears or not
Edit your button text
Add emojis, links, and more
To edit the default email template in the email composer:
From the navigation menu, select Files > All Files
Click into your file
Select Share
Use the email composer tools to edit your message
📌 Note
If you make edits in the email composer, your edits will only save for that email.
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!