A callout is a colored block with an icon that sets off a warning, tip, note or status inside a SmartDoc. Insert it from the slash menu, pick one of six types, and put formatted text, tables, images and mentions inside it.
Plan Availability | All plan types. |
Permissions | Any member with edit access to the record uses this in a SmartDoc field. Administrators and Solution Managers add and configure SmartDoc fields. |
Platform | Web |
Related Reading |
When do I use a callout?
A warning about a safety rule or an irreversible step.
A tip or recommended practice in a procedure.
A note about a recent change to the content.
A success or error condition in a test procedure.
Supplemental notes kept apart from the main text.
The six callout types are Info, Note, Success, Warning, Error and Decision.
How do I insert a callout?
Type / at the start of a new line or after a space.
Type callout, or scroll to the Advanced section.
Select Insert Callout. The block appears as the Info type with the cursor inside it.
How do I change the callout type?
Select the callout.
Select the type icon you want in the callout toolbar. The icon and background color change at once.
You can change the type at any time.
What can go inside a callout?
Formatted text: bold, italic and the other text styles.
Tables.
Images and @mentions.
How do I edit or delete a callout?
Edit: select anywhere inside the callout and change the text or the embedded elements; switch the type from the toolbar.
Delete: select the callout, then select the trash can icon (the tooltip reads Delete). Press Ctrl + Z (Cmd + Z on a Mac) to restore it.
Important: Save the record to keep your edits.
Last verified 23 Oct 2026.