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Mobile: Document View

Create, read and edit rich-text documents in the SmartSuite iOS and Android apps, with auto-save, Ask AI and media.

Written by Peter Novosel

Document View works in the SmartSuite mobile app on iOS and Android. You can create, read and edit rich-text documents on your phone or tablet, with auto-save, Ask AI and images, videos and files.

Here is the test: is the content a written page people read and update, such as a procedure, a set of notes or a guideline? Keep it in a Document View, and it goes with your team on mobile.

Example: a vendor risk program. The Vendor Risk solution has a Document View called Site Visit Procedure. During a visit, the analyst opens it on a phone, adds a line under Physical Security and inserts a photo of the visitor log. The change saves on its own.

Plan Availability

All plan types.

Permissions

Every member who can open the view reads the document. Editing needs edit rights. Ask AI needs the SmartDoc assistant to be available in the workspace.

Platform

Mobile iOS, Mobile Android

Related Reading


What does Document View do on mobile?

Document View is a view type for rich-text documents inside SmartSuite. On mobile it brings the core SmartDoc tools to a touch screen.

  • Edit in place. Changes save on their own. Undo and redo fix a slip.

  • Ask AI. Draft, refine or expand text with the SmartDoc AI tools.

  • Insert media. Add images, videos and files from your device.

  • Document details. Show the Document Title, Created By and Last Updated at the top, when those options are on.

  • Permissions. The app follows your access and edit rights.


How do I work on a document on my phone?

  1. Open the SmartSuite app and go to the solution that has the Document View.

  2. Open the Document View. If you have permission, you can also create a new one.

  3. Read the details at the top, if the view shows them. The Document Title follows the view name.

  4. Tap into the document and type. Your changes save on their own.

  5. Use undo or redo to correct an edit.


How do I use Ask AI?

  1. In the document, select Ask AI.

  2. Ask it to draft, refine or expand a section.

  3. Review the text it writes before you keep it.

Ask AI works with the same settings as on the web.


How do I add images, videos or files?

  1. Tap where the item should go in the document.

  2. Open the upload window and choose an image, a video or a file.

  3. The item appears in the document and saves with it.


How do the view settings change the page?

A Document View has display and appearance settings. They include the description, the page width and the details shown at the top. The setup is the same as on the web.

  • On a phone. The page always uses the wide layout, for easier reading.

  • On a tablet. The page uses the Default or Wide width the view is set to.

Note: A phone always shows the wide layout, whatever the view's page width setting.


Frequently asked questions

Is Ask AI available in the mobile app?

Yes. Ask AI works in Document View in the iOS and Android apps, and its settings are the same as on the web.

Do I need to save my changes?

No. Changes save on their own. Undo and redo are there to correct an edit.

Why does the page look wider on my phone than on the web?

Phones always use the wide page layout. Tablets use the Default or Wide width the view is set to.

Why can I read a document but not edit it?

Editing needs edit rights. Ask a Solution Manager to check your permissions.

Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.

Last verified 1 Nov 2026.

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