How you share a smart file depends on how private the information you're sharing is. You can share a smart file both with or without and access code.
How clients receive a shared smart file
There are two ways to share a smart file:
Email: The client will receive it in their inbox, complete with your accompanying message and a button directing them to their file
Direct link: They’ll receive that link through the messaging platform you’ve chosen
If you have not turned the access code on for a file, your client can click the link to pop it open in a new window. The next section covers what happens if the access code is on.
How clients open smart files with access codes
Access codes for smart files ensure the privacy and security of your clients’ personal details by making sure the correct people have access to the correct files. Here's what your clients will experience when you turn access codes on.
📣 Note
If you’ve turned an access code on for a file, your client will need to verify their email address before they can view the document. Access codes are not required.
Emails and access codes
If you’ve sent the smart file via email with the access code turned on, the client will be directed to a security page prompting them to send the code to the email address that received the file.
Once they click Send My Code, they'll be able to access the code from their email and input it on the security screen to access the smart file.
Direct links and access codes
If you've turned on the access code and you send a smart file as a direct link, your client will be asked to input their email address before viewing the file. This will trigger an email containing the access code, which they can head back to their file to input.
What happens when a client submits a file
Once your client submits the smart file, they can be directed to either their client portal on HoneyBook or a custom URL of your choice. This could be a thank you video on your website, a portfolio page, or even your Instagram page.
📣 Note
Once a client submits their file, they’ll be able to open it again to review, but will not be able to edit any of their actions or responses unless you resend the smart file to them.
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!