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Question

Locked files

  • May 16, 2024
  • 1 reply
  • 9 views

Lauren Granato

Sometimes I send questionnaires to clients or ask for feedback on a design. Then I add to that file or make changes to the same file once the client has submitted it. Is there a way to unlock the file from “submission” so that they can still enter more information as opposed to me needing to create a new file? 

 

Thanks,

1 reply

Masha Z
HoneyBook Employee
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  • HoneyBook Employee
  • May 16, 2024

Hi @Lauren Granato,

That’s a great question! 

Clients are not able to edit their responses in a smart file that’s currently in the Completed stage. That said, there is a workaround to change the file back to In Progress to allow them to make changes.

Simply follow these steps to make any small change to your smart file (for example, simply adding a space after a sentence) and then click Publish Changes. This will move the smart file back to the In Progress stage, allowing your client to edit it again.

Please note: resubmitting responses to questions will overwrite the client’s original answers in the smart file, if the responses have changed. You will not be able to retrieve the original answers once they’ve been updated.

I hope this helps!