16 articles
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