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 2 ways to create and save smart templates:
Create a new smart template
From the navigation menu, select Templates > File templates
Select CREATE NEW, then choose a smart file type
Give your smart template a name by entering 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:
First, locate the project that contains the file in question. You can:
Search via the search icon to the top left of your screen
Or, select the Projects tab to review your full list of projects
From within the project, select the Files tab
Locate and select the file to open
Select the three dot icon to the top right of your screen > Save as template
Name the template, then select Save
Using smart templates
Share a smart template from within a project
From the project, select the Create New button > file type
Locate the template in question, then select 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
Follow the steps here to learn how to share your smart file.
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!