A Document view is a page you write inside a table. It has the SmartDoc editor, a slash menu for inserting blocks and a table of contents. It belongs to the table, not to any one record.
Here is the test: do the notes, the guide or the policy belong next to the records they are about? Document is the view. For text that belongs to one record, use a SmartDoc field on that record instead.
Example: "Vendor assessment summary" on the Vendors table. The Security lead writes the assessment approach and the evidence list on the page. Procurement reads it beside the vendor records, and the auditor reads the same page during fieldwork.
The Vendor assessment summary page with its title, the creator, Last Updated and a table of contents block.
Plan Availability | |
Permissions | Members with full access and above create a public Document view; who can edit the page is set under Edit Document in View Settings. |
Platform | Web |
Related Reading |
Creating a Document view
In the View Panel at the left of the table, hover over Create New View and select Document. Or select the button to open Explore View Types and pick the Document View card.
In the Create New Document View dialog, name the view. Public is checked and reads "Members with full access and above can edit and save changes to this view". Private reads "Only you can edit and save changes to this view". Once the table has a folder, the No folder dropdown places the view in one.
Select Create View.
The page opens with a header and an empty body. The header shows the document title, which starts as the view name and can be edited, then the creator's avatar and name and Last Updated. The body reads "Type / for commands". Select it and start typing.
There is no record button and no record toolbar on this view. The view header row carries the view name with its menu, the star, the lock, Share View, a gear that opens View Settings and the three-dot menu.
Note: The page is not a record. It has no fields, it does not appear in the grid and it is not counted or filtered. It is a view of the table that holds writing instead of rows.
The editor
The toolbar above the page runs left to right:
Ask AI, Undo, Redo.
Text Style, showing "Normal Text".
Bold, Italic, Underline, Strikethrough.
Text Align, Text Color, Highlight Color, Code, Add Link, Quote.
Bulleted List, Numbered List, Insert Checklist, then a full-screen icon.
Edits save as you type. The full editor reference is in SmartDoc Field.
Type / in the body to open the insert menu. It has three groups:
AI: Ask AI.
The Basics: Insert Emoji, Insert Divider Line, Insert Date, Mention a Person/Team, Link to Record, Insert Image, Insert Video, Insert Attachment.
Advanced: Insert Code Block, Insert Checklist, Table of contents, Insert Table, Insert Callout, Whiteboard.
Each entry shows a short line of help, such as "Shows the current headings outline" under Table of contents. Mention a Person/Team sends the person a notification. Link to Record adds a direct link to a record, so the summary can point at a vendor.
Tip: Write the headings first, then insert Table of contents at the top of the page. It shows the current headings outline, so a long summary navigates itself.
The slash menu open in the body, showing the three groups.
View Settings
The gear in the view header opens a panel at the right titled View Settings, with an x to close it. It has two tabs, General and Permissions, and a footer with Cancel and Save Changes. Nothing changes until you save.
General
View: reads Document View and cannot be changed.
Title: the view name, in a text box.
Appearance: an accordion with a Description switch, off by default, and Page Width with Default (selected) and Wide.
Display Elements: "Choose which elements are visible in this view." Three checkboxes, all on: Document Title, Created By, Last Updated.
"Vendor assessment summary" uses Wide so the evidence table fits, and keeps all three elements on so the auditor sees who wrote it and when.
The View Settings panel on the General tab, with Appearance expanded.
Permissions
Edit Document, with the line "Select the users who can edit this document." Two choices: Everyone, selected by default, and Selected Members.
For the example, Edit Document is set to Selected Members, the Security team. Procurement and the auditor read the page and cannot change the text.
The Permissions tab with Edit Document set to Selected Members.
Permissions
A member with full access or above creates a public Document view; a private view belongs to its creator. The page's own Edit Document setting then decides who can type on it: everyone who can see the view, or the members you select. The View Panel rules for creating, locking and foldering views are in View Panel, Locked Views and Folder Permissions. Share View sits in the view header; see Shared Views.
Using the view
Members who can see the view open it from the View Panel like any other view. Members with edit access type on the page; the header's Last Updated moves with each edit. The live article describes comments in the right margin, added by highlighting text.
Editing a Document view
The view menu, the chevron next to the view name, offers View Settings, Rename View, Add Description, Duplicate View, Public View, Delete View. There is no Change View Type on a Document view. A Document view is created as a new view, never switched to or from another type.
Frequently asked questions
Is the document tied to a record?
Is the document tied to a record?
No. It belongs to the table. For writing on one record, use a SmartDoc field.
Who can edit the page?
Who can edit the page?
The members named under Edit Document in View Settings: everyone who can see the view, or the members you select.
How do I add a table of contents?
How do I add a table of contents?
Type / and select Table of contents under Advanced. It shows the current headings outline.
Can I turn a grid into a document?
Can I turn a grid into a document?
No. Change View Type does not offer Document. Create a Document view and write the page there.
Last verified 30 Oct 2026.