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Using Smart Files
Everything you need to know about HoneyBook's smart files
64 articles
What are smart files?
Getting started with smart files
Quick start guide: smart files
Comparing HoneyBook features: legacy files vs. smart files
Upgrading your existing legacy files to smart files
Your HoneyBook process: moving from legacy files to smart files
Recreating your legacy contract files as smart files
Recreating your legacy invoice files as smart files
Recreating your legacy proposal files as smart files
Recreating your legacy brochure files as smart files
Recreating your legacy questionnaire files as smart files
Undoing an action
Turning gratuity on or off
Deleting an item from your item bank
Creating a package template
Navigating and using the smart files Template Gallery
Using smart files for scheduling
Start building your smart file
Using reusable blocks and pages
Creating and sharing an invoice
Creating and sharing a contract
Adding a services block to a smart file
Adding and editing text in a smart file
Adding images to a smart file
Adding questions to a smart file
Adding videos to a smart file
Adding a company info block to a smart file
Adding a content block to a smart file
Adding a page to a smart file
Using buttons in smart files
Building a booking template with smart files
How a services block works with invoices and contracts
Copying and pasting blocks and elements
Commonly-combined steps in smart files
Understanding and creating recurring invoices
How do I apply tax to a package or item?
Sharing a smart template
Configuring a smart file's settings
Editing a smart template's email settings
Turning access codes for smart files on or off
Setting thumbnail images for your smart files
Setting a smart file's expiration
Automating an invoice draft from a client's service selection
Setting a smart file default name format
Sending yourself a test smart file
Viewing a previous version of a smart file
Tracking refunds on payments you've manually marked as paid
Scheduling an email or smart file send
Turning off autopay on a smart file that's been sent
Marking payment as paid: client paid outside of HoneyBook
Sharing a smart file with a client
Notifying clients about changes made to a sent smart file
Your clients' experience with smart files
Viewing client progress & responses in a smart file
Editing and resending a smart file
Printing or saving a smart file as a PDF
Finding and organizing your smart templates
Can I send multiple files at a time to a client?