If you're noticing project details aren't updating in your smart file drafts but seem correct in your project details, you'll want to confirm they're correct in your project workspace before sending the smart file. When you send the file, the details will automatically update and will be correct when your client receives the file.
1. Confirm your project details
Since you can't update project details from a smart file, you can confirm they're correct in the project workspace.
Use the search bar or go to the Projects tab to locate the project you want to confirm details for
When you get to the project workspace, select the Details tab
Make any needed changes to your project details
Don't leave the project workspace once all your project details look right. You'll send the smart file from the Files tab.
2. Share the smart file
This can happen when a smart file draft is created, changes to the project details are made afterwards. When this happens, the smart file will use the project details from when it was created, but will update to those details when it gets sent.
Select the Files tab
Select the smart file you were planning to share with your client
If needed, make any other changes to the file
When you're done making changes, select Update & Share
You'll notice the project details update to what you set in the previous section. What you see is what your client will see when they view the 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!