When you reactivate a smart file, your clients will regain full access and be able to complete any pending actions. It will also resume automatic payments and payment reminders. You have two options when reactivating: either edit the smart file before reactivating and re-sharing, or simply reactivate with no changes.
If your smart file has payments set to autopay, we encourage you to review the payment schedule before reactivating. Reactivating will immediately process any past-due autopay payments on invoices. If you don't want these payments to be processed, remember to adjust the payment schedule before reactivating.
Reactivate a smart file without editing it
From the top navigation menu, select the search bar to find the smart file you want to reactivate
You can also select Projects > select that project that holds the file you want to reactivate > select the file you want to reactivate
Select the gear icon from the top navigation menu
Select Reactivate file
Select Save
From here, the file will be reactivated, and your client can continue working on it.
Edit a smart file before reactivating it
You can make any needed changes to the expired smart file before reactivating it.
From the top navigation menu, select the search bar to find the smart file you want to reactivate
You can also select Projects > select that project that holds the file you want to reactivate > select the file you want to reactivate
From the top navigation menu, select Edit File
Make any needed changes to the smart file
Select Publish Changes
Confirm you want to reactivate the smart file > send an email to your client notifying them of the changes
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!