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Files and Templates
Get everything you need to know about HoneyBook's smart files and templates
102 articles
Glossary: Files and Templates
How to use legacy proposal files that were converted to smart files
How to use legacy brochure files that were converted to smart files
How to start building your smart file
Commonly combined steps in smart files
How to schedule a smart file send
How clients can access and submit smart files
How clients interact with services in a smart file
How clients interact with view-only smart files
FAQ: Smart files
How to print a smart file or save it as a PDF
How to manually mark a smart file as complete
How to use smart files from the mobile app
The differences between smart files and legacy files
Set up a smart file
What to do if you need to edit a smart file
Best practices to elevate your smart files
Copy smart file content and blocks into other files
Let clients upload files through your smart files and lead forms
Use smart fields to pull project info into your smart files
Add text to your smart files
Show your clients what you can do with images in your smart files
Ask your clients questions in your smart files
Include your company info in smart files
Give your client a show with videos in your smart files
Content in smart files FAQs
Set up an invoice smart file
How to configure an invoice's settings
How to customize an invoice's design
How to apply tax to an invoice
Change a payment's due date
How clients interact with invoices in a smart file
How to create a recurring invoice
Share a recurring invoice with an upfront fee
How to stop, resume, or cancel a recurring invoice
Edit an already-sent recurring invoice
How to use legacy invoice files that were converted to smart files
Set up an invoice smart file with the app
What to do if your invoice expires before you got paid
Fix the error that an invoice's payment plan doesn't match the grand total
FAQ: Invoice functionality
FAQ: Late fees and invoices
FAQ: Tips and invoices
FAQ: Recurring invoices
Share a view-only smart file
Set a thumbnail image for your smart files
Set an expiration window for a smart file
Set the theme of a smart file
Use custom fonts in files
Redirect your clients when they submit a smart file
Your clients' experience with expired smart files
Reactivate an expired smart file
Expire or reactivate a smart file with the app
Smart file settings FAQs