--- title: "Handover" description: "Send handover packs as pages your client returns to. Templates for creative studios, with the finished work, care guides, warranties and chat on the page." canonical: "https://formlio.com/use-cases/handovers" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/handovers.md" --- # Handover ## Send handover packs as good as your work. What was delivered, what the client now owns, care and warranties, on one page they can return to. Handover software built for creative studios. - [Start your handover pack](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### Present Show the finished work at full size, film included, with what the client now owns. No more handover files lost in a shared drive. ### Send Share one handover pack link that always shows the latest version. No more new files and emails for every correction. ### Follow up See who opened the handover pack and which sections they read. No more sending a PDF into a black box. ### Agree Let them ask questions in the chat or book the walkthrough on the page. No more care questions scattered across email. ## Handover pack templates for creative studios. Handover templates for architecture and interior design studios. Each covers what was built, what the client owns, care, warranties and who to call, in your studio's look. - [Asheville](https://formlio.com/templates/asheville-architecture-handover-pack) — A handover pack an architect sends at completion: what was built, what the client now owns, the first year in the building, warranties and who to call, and the walkthrough to book. - [Margate](https://formlio.com/templates/margate-interior-design-handover-care-guide) — A handover and care guide an interior design studio sends at completion: the finished rooms, what the client now owns, how to care for each material, the first year in order, warranties and who to call. ## Go from first draft to your client. Lay out the finished work, care guides, warranties and contacts in your studio's look. Share it privately, see what they read, and answer questions on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for galleries, accordions for care and warranties, and an embedded booking calendar - Logo, fonts and colours set once - Start from a template or duplicate your last handover pack 2. **Send: Choose who sees the handover pack, then share the link.** — On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them. 3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, how often, and the time spent on each section. 4. **Agree: Let them ask questions or book the walkthrough on the page.** — Embed Calendly to book the walkthrough. Signed-in viewers chat with your team and quote the passage they mean. ## Add more to every handover pack. Embed Calendly, Google Maps and Loom walkthroughs next to each care guide. Publish it all on your studio's own domain. ### Embed what you already use Calendly, Google Maps and Loom walkthroughs, live on the page. ### Talk on the page Pin a video or voice note next to each care guide, and chat live with your client on the document. ### Your own domain Publish your documents at an address like docs.yourstudio.com. On the Pro plan. ### Connect ChatGPT or Claude Build, edit or check on documents from the chat. ### Live editing Your team works on the same document at the same time, and sees when your client is on it. ## What changes when the handover pack is a page. Three studios, in their own words. > The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging. > > — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio > I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier. > > — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas > The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. > > — Anita Taylor, Brand & Web Designer, The Design Lounge ## Common questions about handover packs. Booking the walkthrough, updates after handover, care and warranties, client questions, access and reuse for your handover packs. ### Can my client book a walkthrough from it? Yes. Embed Calendly on the page so they pick a time without leaving the document. ### Can I update it after handover? Edits to a published document stay hidden until you republish, and the same link then shows the latest version. Version history keeps every version so you can preview or restore one. ### Where do warranties and care instructions go? In accordion rows, so readers open only the warranty, care guide or contact they need. ### Can my client ask questions on it? Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel. ### Who can open it? On a private link, only the people you invite, after they verify their email. Anyone else can request access, which you approve or decline from the email. ### Will I know if they read it? Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled. ### Can I reuse it on the next project? Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next handover pack. > “The work studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.” ## Start with your next handover pack. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [Architecture](https://formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look. - [Interior design](https://formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look.