Automations: File Duplication Redundancy

​@Scott Zvaigzne -  I hear you, and you’re absolutely right to be frustrated by this. Having duplicate Smart Files show up in the client portal when a follow-up is sent does create confusion and doesn’t align with a clean, streamlined client experience. You’re not wrong in calling out how this can feel redundant and off-brand, especially when simplicity is such a big part of what HoneyBook aims to deliver.

You’re also correct that there isn’t a true solution for this right now. Since you’ve already spoken with Support, the best next step is to make sure this is formally logged as a Feature Request/Idea (or to upvote one if it already exists). The more clearly the client experience impact is documented, especially around duplicate files and confusion, the more visibility it gets with the product team.

You’re definitely not alone in this feedback, and it’s valid. Hopefully this is something HoneyBook addresses in a future update. 💛

Hi Scott, 

I agree, this is definitely not ideal.  I have follow-up emails automated for two of my projects and the email really serves as a reminder if they haven’t paid the invoice yet. I don’t resend anything, but I mention that the contract and invoice have been sent and they can refer to that email.  It’s not perfect, but it’s a workaround.  I hope that helps!

​@Alicia Bauer Thank you for your reply.  In all honesty it doesn't seem appropriate for me to have to escalate this issue beyond pointing out that it conflicts directly with the honeybook product.  It is in direct opposition of the brand itself and the general ability of technology in 2026.  Furthermore, I spoke with customer support, they told me to post it here, now it's suggested I post it somewhere else.  Whats with the redundancy honeybook?

​@Jackie Klein I appreciate you.  The workaround is clear, thank you.  Whats not clear is why this seemingly simple, sloppy issue hasn't already been addressed.  It’s pretty obvious that this is not on par with the honeybook product.  I understand the need to be flexible with certain features this just seems like a rudimentary issue in opposition of the honeybook brand so its frustrating and, IMO, needs to be made a big deal so it’s addressed. The issue is totally out of alignment with honeybook and why I chose honeybook as my CRM.  

​@Scott Zvaigzne - I understand your point of view and frustration. When support suggests posting it in the community there are options when creating a post. The “idea” selection is where you are able to submit a feature request where people can upvote the suggestion and the community can come together to show the support behind the topic. I was just trying to help bring more eyes to the topic.

​@Alicia Bauer Absolutely, and I did not mean for my frustration to be felt directed at you.  I’m hoping honeybook takes notice.  

​@Scott Zvaigzne I’m so glad it was helpful and I understand your frustration.  If you do end up posting it in the feature request, I will upvote it for sure!