SmartSuite now supports Document Views on mobile, making it easier to create, view, and edit rich-text documents from your phone or tablet. With mobile-friendly editing, AI assistance, media insertion, and support for key document details, you can stay productive wherever you are.
What Is Document View on Mobile?
Document View is a mobile-supported view type that lets you create and work with rich-text documents inside SmartSuite. It is designed for notes, specifications, guidelines, and other collaborative content. On mobile, Document View brings core SmartDoc functionality into a touch-friendly experience, including AI Assist, collaboration support, inline editing, and rich content insertion.
Depending on your view settings, the mobile experience can display important document details such as the Document Title, Created By, and Last Updated information to give users better context while they work.
Key Benefits
✅ AI Assistance: Use Ask AI while working in a document to take advantage of SmartDoc AI features on mobile.
Custom Document Views: Create and use Document Views tailored to your workflow.
Clear Document Context: View important details like the Document Title, Created By, and Last Updated fields when those display options are enabled.
Seamless Editing: Edit content inline with auto-save support, plus undo and redo for better editing control.
Rich Content Insertion: Add images, videos, and attachments directly from mobile using the Filestack upload experience.
Optimized Layouts: Phones use a wide page layout automatically for improved readability, while tablets can support both Default and Wide page widths.
Built-In Permission Support: The mobile experience honors your existing access and editing permissions.
Updated SmartDoc Experience: Mobile Document View benefits from the latest SmartDoc embed and editing improvements.
How to Use Document View on Mobile
Follow these steps to start using Document View on your mobile device:
Open the SmartSuite Mobile App
Launch SmartSuite on your phone or tablet and navigate to the app or solution where your Document View is located.Open or Create a Document View
Open an existing Document View or create a new one if you have permission to do so. Document View is designed to support rich-text documentation and collaboration directly inside SmartSuite.Review Document Details
Depending on the view settings, you may see the Document Title, Created By, and Last Updated information at the top of the document. The Document Title stays tied to the view name, so updates remain consistent across the experience.Edit Content Inline
Tap into the document and begin editing. Changes are saved automatically, and undo/redo controls help you quickly correct edits as needed.Use Ask AI
Select Ask AI to access SmartDoc AI capabilities while working in the document. This can help you draft, refine, or expand content directly from mobile.Insert Media and Attachments
Add images, videos, and files using the upload interface. This makes it easy to enrich mobile documents with supporting content without switching devices.Work in the Best Layout for Your Device
On phones, Document View automatically uses a wide page layout to maximize readability. On tablets, users can work with either Default or Wide page width settings, depending on the document configuration.
Document View Settings on Mobile
Document Views support display and appearance settings that shape how content appears on mobile. These settings may include the document description, page width, and display elements such as Document Title, Created By, and Last Updated. The underlying view configuration is consistent with the web experience, helping mobile users see the same structured document context while on the go.
For page width, Document Views support both Default and Wide layouts. On mobile phones, the experience is optimized to use a wide layout automatically. On tablets, the configured width options are better suited to larger screens.
Practical Scenarios and Use Cases
Team Notes on the Go
Scenario: A team member needs to review meeting notes and make quick edits from their phone between appointments.
Solution: They open the mobile Document View, update the notes inline, and rely on auto-save to keep content current without returning to a desktop.
Field Documentation
Scenario: An operations manager needs to add images and updates to a process document while working on-site.
Solution: They open the document in SmartSuite mobile, insert images or attachments, and save changes directly from the device.
Mobile Drafting with AI
Scenario: A user wants help polishing a guideline or drafting a new section while away from their computer.
Solution: They use Ask AI inside the mobile Document View to generate or refine content in real time.
Summary
Mobile Document View brings SmartSuite’s rich-text document experience to phones and tablets with support for inline editing, AI assistance, media insertion, document details, and mobile-optimized layouts. Whether you are reviewing notes, updating documentation, or collaborating on shared content, Document View helps you work effectively from anywhere.