Sometimes you just need a hard copy! Fortunately, both you and your clients can print smart files, or save them as PDFs.
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Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
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If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
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Once you’re in the project workspace/looking at your templates, find and open the file you want to print or save
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From the top menu, select the triple-dot icon > select Print file
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From here, printing or saving the file looks different:
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For printing: Make any changes to the settings > select Print
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For saving: Set the printer destination to Save as PDF > select Save
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Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
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If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
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Once you’re in the project workspace/looking at your templates, find and open the file you want to print or save
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From the top menu, select the triple-dot icon > select View published file
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Get to the page you want to print or save
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Near the top of your screen, select the triple-dot icon > select Print page OR Save page as PDF
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If you’re printing the page, make any changes to the settings > select Print
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If you’re saving the page, the download should begin immediately
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To print or download a selected portion of a smart file page, you and your clients can easily save contracts, invoices, and service selections without any additional content.
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Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
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If you want to print or save a template instead, select Tools from the top nav menu > select My Templates
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Once you’re in the project workspace/looking at your templates, find and open the file you want to print or save
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From the top menu, select the triple-dot icon > select View published file
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Get to the page that holds the contract/invoice/service selections you want to print or save
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Near the top of your screen, select the triple-dot icon > select Print only
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If you want to save the page, set the printer destination to Save as PDF > select Save
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If your sent smart file contains client responses (for example, answers to questions, a scheduled session, service selections), you’ll have the option to print the responses, or save them as a PDF, separately.
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Use the search bar or select Projects from the top nav menu to find the project that holds the smart file you want to print or save
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Once you’re in the project workspace, find and open the File Summary for the file you want to print or save
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Find the Responses section > select Print Responses
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From here, printing or saving the file looks different:
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For printing: Make any changes to the settings > select Print
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For saving: Set the printer destination to Save as PDF > select Save
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When your client is looking at a smart file, they can select the triple-dot icon > print or save specific pages or specific parts of a page (like the contract). Printing or saving the entire smart file isn’t currently available for clients.
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!