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SmartDoc: Using Markdown

Shortcuts to formatting and embed functions to streamline your SmartDoc editing

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc offers shortcuts for formatting and embedding elements, streamlining content creation and editing. Whether you’re formatting text or linking content, shortcuts makes editing quick and efficient.

Plan Availability

All plan types

Permissions

Available to all users with access to SmartDocs.

Related Reading


Why Use Shortcuts?

Shortcuts bring efficiency to SmartDoc editing by reducing mouse usage and enabling power users to quickly apply formatting or embed elements. These time-saving techniques are ideal for repetitive tasks, allowing users to stay focused on creating content.

Examples:

  • Control-B: Quickly apply bold formatting.

  • #: Link to records within the current table.


Markdown Syntax Guide

Inline Syntax for Formatting

  • Block Quote: > space creates a block quote.

  • Code Block: ``` creates a code block.

  • Unordered List: - space or * space.

  • Numbered List: 1. space (start with any number; the list adjusts accordingly).

  • Headings:

    • # space for H1

    • ## space for H2

    • ### space for H3

    • #### space for H4

    • ##### space for H5

    • ###### space for H6

Inline Formatting Anywhere in Text

  • Code: Surround text with ` (backtick).

  • Bold: Surround text with **.

  • Italics: Surround text with *.

  • Strikethrough: Surround text with ~~.


Mentioning Members and Linking Records

  • Mention Members: Type @ followed by a member’s name.

    • A dropdown appears with matching members to select from.

    • Mentions send notifications to the linked member.

  • Link Records: Type # followed by the record’s primary field name.

    • A dropdown shows matching records from the solution.

    • Select a record to create a link in your SmartDoc.


Keyboard Shortcuts

Action

Shortcut

Bold

Ctrl + B

Italic

Ctrl + I

Strikethrough

Ctrl + S

Heading Levels

Shift + Ctrl + [1-5]

Paragraph Formatting

Shift + Ctrl + 0

Select All

Ctrl + A

Line Break

Shift + Enter

Horizontal Line

Ctrl + _

Undo

Ctrl + Z

Redo

Shift + Ctrl + Z

Note: Replace Ctrl with Cmd on Mac devices.


Emoji Support

SmartDoc supports emojis for enhanced expressiveness.

  • Auto-Conversions:

    • :-) → 😃

    • ;-) → 😉

    • <3 → ❤️

  • Search for Emojis: Type : followed by a keyword (e.g., :heart, :cat, :party).


Web Links

Hyperlinks are automatically converted into clickable links:

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