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Create and send a file template

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

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

  1. From the navigation menu, select Templates > File templates 

  2. Select CREATE NEW, then choose a smart file type

  3. Give your smart template a name in the editable title field at the top of the page.

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, and when you're done you can select Save & close.

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, select the Projects tab to review your full list of projects

  2. From within the project, select the Files tab

  3. Locate and select the file to open

  4. Select the three dot icon to the top right of your screen > Save as template, then use Save & close when you're done editing the template.

  5. Name the template, then select 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, select the Create New button > file type

  3. Locate the template you want to use, then select it 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.

From the template builder, you can also select the three dot menu and choose Create file from template to save any template changes, open a new file from that template, and continue editing before sending.

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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