Using Smart Files

Everything you need to know about HoneyBook's smart files

Marika Tabilio avatar Elli Neeld avatar MacKenzie Hughes avatar
58 articles in this collection
Written by Marika Tabilio, Elli Neeld, and MacKenzie Hughes
Transitioning to Smart Files

Quick start guide: smart files

Everything you need to know to navigate your upgraded files
Elli Neeld avatar
Written by Elli Neeld
Updated yesterday

Comparing HoneyBook features: legacy files vs. smart files

Understanding the similarities and differences between legacy files and smart files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Upgrading your existing legacy files to smart files

How to open and edit legacy file templates in the smart files builder
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday

Your HoneyBook process: moving from legacy files to smart files

Understanding how to manage your HoneyBook process when moving to smart files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Recreating your legacy contract files as smart files

How to send smart files that replicate the legacy contract file experience
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday

Recreating your legacy invoice files as smart files

How to send smart files that replicate the legacy invoice file experience
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Recreating your legacy brochure files as smart files

How to send smart files that replicate the legacy brochure file experience
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Recreating your legacy questionnaire files as smart files

How to send smart files that replicate the legacy questionnaire file experience
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday

How to translate your process into HoneyBook

Use this guide to easily match your external processes to HoneyBook's tools
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated yesterday
Building Smart Files

Where did my saved blocks go?

All about HoneyBook’s new reusable blocks and pages feature, and how this affects saved blocks
Elli Neeld avatar
Written by Elli Neeld
Updated yesterday

Using reusable blocks and pages

How to pull existing pages and blocks into new smart files
Elli Neeld avatar
Written by Elli Neeld
Updated yesterday

Start building your smart file

Understanding the options to start building a smart file in HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Using smart files for invoicing & payments

How to create a branded, seamless invoicing experience for your clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Using smart files for contracting

How to create a contracting experience for your clients using smart files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding a services block to a smart file

How to add a services block to a smart file, allowing clients to easily view and select a service
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Navigating and using the smart files Template Gallery

How to locate and customize the Template Gallery examples to fit your own branding
Elli Neeld avatar
Written by Elli Neeld
Updated this week

Adding and editing text in a smart file

How to add text and edit formatting
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding images to a smart file

How to add images to the content or background of your smart file
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding questions to a smart file

How to add and edit questions in a smart file
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding videos to a smart file

How to add video content to your smart files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding a company info block to a smart file

How to quickly add your company info to a smart file in a variety of formats
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding a content block to a smart file

How to add layouts of text, images, and video to your smart files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Adding a page to a smart file

How to break your smart file up into manageable steps with pages
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Understanding and using buttons in smart files

How to best label and use your buttons in smart files to create an organized and compelling client experience.
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated yesterday

Building a booking template with smart files

How to create a template for a smart file that gets you booked with a payment, a contract signature, or both!
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

How a services block works with invoices and contracts

Understanding how services blocks can help you create dynamic invoices and contracts
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Copying and pasting blocks and elements

How to copy and paste your content, designs, and actions within and between smart files
Elli Neeld avatar
Written by Elli Neeld
Updated this week

Commonly combined steps in smart files

Learn the most commonly combined steps and actions in smart files, so you can think creatively about your own unique client journey
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated this week

Understanding and creating recurring invoices in smart files

How to set up and manage invoices that automatically recur at the cadence of your choice
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week
Sending & Managing Smart Files

Sending yourself a test smart file

How to send a smart file to yourself for review
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Scheduling a smart file send

How to create a smart file now, but schedule it to send at a later date and time
Elli Neeld avatar
Written by Elli Neeld
Updated this week

Sharing a smart file with a client

Understanding the various methods of sending a smart file to a client
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Your clients' experience with smart files

Understanding what your clients see when you send a smart file
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Setting a smart file's expiration via mobile app

How to set a smart file to expire, expire it manually, and reactivate from iOS and Android
Elli Neeld avatar
Written by Elli Neeld
Updated this week

Viewing client progress & responses in a smart file

Where to view your clients' actions within a smart file
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday

Editing and resending a smart file

How to edit and resend a smart file that your client has already receive—and how your client can edit a completed file!
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

How to print or save smart files as a PDF

Printing and downloading PDFs of smart files and client responses
Elli Neeld avatar
Written by Elli Neeld
Updated this week

Finding and organizing your smart file templates

How to use folders and filters to organize your files
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week

Getting the most out of folders for smart file templates

More information and best practices for setting up folders to stay organized and get what you need, faster
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated this week