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.
Below, we'll cover how to:
Create a new smart template
Save a smart file in a project as a template
Pull a smart template into a project to share with a client
Creating and saving smart templates
There are two ways to create and save smart templates:
Create a new smart template
Navigate to Tools > My Templates
Click Create New, then select a smart file type
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:
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, click the Projects tab to review your full list of projects
From within the project, click the Files tab
Locate the file and click to open
Click the three dot icon to the top right of your screen, then Save as template
Name the template, then click Save
Using smart templates
Share a smart template from within a project
From the project, click the Create New button > select the file type
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
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!