A SmartDoc can link to a SmartSuite record, a saved view or a website. Type # or use the slash command for a record, and type or paste a web address for a site.

Example: the Information Security Policy lives in the Policy Statement field of a Policies table. The policy links to the Vendors record of each Tier 1 vendor it names, to a saved view of vendors due for review, and to the vendor's public trust page.

Plan Availability	All plan types.
Permissions	Any member who can edit the record can add links to its SmartDoc.
Platform	Web
Related Reading	SmartDoc Feature: Formatting SmartDoc Feature: The '/' (Slash Command) SmartDoc: Using Markdown.

Link to a SmartSuite record

In the SmartDoc, type / at the start of a line or after a space.
Select Link to Record.
Pick the record from the list. The link is inserted at the cursor.

Typing # anywhere in the document opens the same record picker. In the policy, type # and the vendor's name to link its Vendors record.

Link to a website

Type or paste the address. A valid web address becomes a link with the site's icon.

To put a link on words you already wrote, so a long address stays out of sight:

Select the text.
On the formatting toolbar, select the link button.
Enter the web address.
Press Enter or select Add Link.

The link box on the formatting toolbar with a web address typed and the Add Link button.

Edit a link

Select the link. Its address shows.
Select Edit.
Change the address.
Select Save.

Open a link

A link to a record or a saved view opens it in a window over the current record. You can view and edit it there, then close it to return to the policy.
A link to a website shows its address on the first click. Select the address to open the site in a new browser tab.

Tip: Link the record, not a copy of its data. When the vendor's tier changes, the linked record shows the new tier and the policy stays correct.

Remove a link

Backspace over the link text.
Press Delete with the cursor in front of the link.
For a website link, select the link and select Remove.

Frequently asked questions

How do I link another record inside a SmartDoc?

Type # and the start of the record's title, then pick the record. Or type / and select Link to Record.

Can I link to a saved view?

Yes. A link to a saved view opens the view in a window over the current record.

Does a website link open in a new tab?

Yes. The first click shows the address, and selecting the address opens it in a new browser tab.

Can I hide a long web address behind words?

Yes. Select the words, select the link button on the toolbar, enter the address and select Add Link.

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.

SmartDoc Feature: Links