The Files tab provides a centralized view of your files across all client projects. We’ll cover how to access the Files tab, use the filters and columns, and take quick actions, below.
Access the Files tab
From your top navigation bar, click Files > All files.
Navigate the Files tab
📣 Note
The Files tab includes smart files only and does not support legacy files.
Apply filters
The Files tab filters can help you drill into specific file types or statuses, for additional insights.
File type: From the drop-down, select the file type that you’d like to view
Status: Select if you’d like to view only Sent or Draft files
Send date: From the drop-down, select if you’d like to view files sent only This month, This year, or Last year
Understand the columns
You’ll see a few columns in the Files tab. Each row represents a file drafted or shared in a client project. Click on a column to sort your files by the column header (e.g., click Client name to sort the files alphabetically by first client name).
File name: The name of the file
Actions: The action blocks included in the file (questions, invoice & pay, contract, services, and/or scheduler)
Sent: The date that the file was shared
If you’ve applied the Draft filter, this column will show the Last edited date instead
Status: The file status
Draft: The file has been drafted in a project but has not yet been shared
Sent: The file has been shared with the project participants but has not yet been opened
In progress: The file is in progress (some actions have been completed by the client, but not all)
Paid: The client fully paid the file
Overdue: The file contains an overdue payment
Completed: The client has completed all actions and mandatory questions and has navigated to the final page of the file
If the final page contains questions or actions, the client must submit the final page in order for the file to be considered completed
Clients: The project participants that the file was shared with
Project: The name of the client project that file was shared in
Amount: The grand total of the file’s payment schedule
This column is visible only if you’ve applied the Invoices filter
Paid to date: The value paid through the file so far
This column is visible only if you’ve applied the Invoices filter and did not apply the Draft filter
Payments: The total number of payments included in the file, the number paid so far, and the next payment due date
This column is visible only if you’ve applied the Invoices filter
You may need to scroll horizontally to view this column
Signatures: The total number of signatures included in the file and who has signed so far
This column is visible only if you’ve applied the Contracts filter
Take quick actions
You can rename, preview, configure, mark as complete, and delete files right from the Files tab. These are called quick actions.
From the Files tab, locate the file that you’d like to take a quick action in and click the three dot icon
Select your action
Depending on your selection, you may be prompted to take some additional steps to complete the action
If prompted, be sure to click Save to save your changes
Depending on the file status, you may not be able to complete the selected action
For example, if the file contains payments or a signed contract, it cannot be deleted and you may wish to manually expire the file instead
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!