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Create and send a file template
Create and send a file template

How to find, create, save, and use templates of your smart files.

Updated over a month ago

Smart templates are the template versions of your client-facing documents. Whenever you need to share a file with a client, you can start with a template, make any project-specific edits, then send it out: saving you the need to start each file from scratch.


Creating and saving smart templates

There are two ways to create and save smart templates:

Create a new smart template

  1. From your top navigation bar, select Templates > File Templates 

  2. Click Create New, then select a smart file type

  3. Give your smart template a name by typing into the name field to the top left of your screen

From here, you can create smart templates that contain any combination of the following blocks:

When you work on a smart template in the template builder, your work will save automatically.

Save an existing file as a smart template

If you’ve created a file in a project but now want to save it as a smart template for future use, here's how:

  1. First, locate the project that contains the file in question. You can:

    1. Search via the search icon to the top left of your screen

    2. Or, click the Projects tab to review your full list of projects

  2. From within the project, click the Files tab

  3. Locate the file and click to open

  4. Click the three dot icon to the top right of your screen, then Save as template

  5. Name the template, then click Save

Your file will now be saved to your templates and you can share it through other projects.


Using smart templates

Share a smart template from within a project

  1. First, find or create a project

  2. From the project, click the Create New button > select the file type

  3. Locate the template in question and click to open

The template will open in the smart file builder, where you can make any project-specific edits without impacting the original template. When you’re ready, you can share the file with the project participants via email or direct link.

Share a smart template from the template builder

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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