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SmartDoc Feature: Table of Contents

Add a table of contents to a SmartDoc from the / menu; it lists every heading and updates on its own.

Written by Peter Novosel

A table of contents lists every heading in a SmartDoc as a clickable outline. Insert it from the slash command; it builds itself from your headings and updates when they change.

Example: the Information Security Policy in the Policy Statement field has six sections and a dozen subsections. The policy owner adds a table of contents at the top, so an auditor jumps straight to Data Retention.

Plan Availability

All plan types.

Permissions

Any member who can edit the record can add a table of contents to its SmartDoc.

Platform

Web

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How it works

  • Every heading appears. Heading 1 sits at the top level, Heading 2 is indented under it, and so on to Heading 6.

  • Selecting an entry jumps to that section.

  • The outline updates when you add, rename or remove a heading.

  • The block folds, so readers can hide it.

Note: The table of contents has no settings. It shows the heading text exactly as written.


Add headings first

The outline is built from headings, so format the section titles as headings:

  • Toolbar: select the text and pick a heading level from the text style list.

  • Markdown: type # and a space for Heading 1, ## for Heading 2, and so on.

For the policy, use Heading 1 for the six sections and Heading 2 inside them.


Insert the table of contents

  1. Place the cursor where the outline should sit, such as the top of the policy.

  2. Type / at the start of a new line or after a space.

  3. Type table of contents, or find it in the Advanced group.

  4. Select Table of contents. It appears folded. Select its bar to open it.


Delete the table of contents

  1. Place the cursor right after the block.

  2. Press Backspace.

Press Ctrl + Z (Cmd + Z on a Mac) to undo, or insert it again from the slash menu.


Frequently asked questions

Why is my table of contents empty?

It lists headings only. Format your section titles as headings from the text style list, or with # and a space.

Does the table of contents update by itself?

Yes. It changes when you add, rename or remove a heading.

Can I choose which headings it shows?

No. It has no settings and shows every heading, from Heading 1 to Heading 6.

Can readers hide it?

Yes. The block folds. Select its bar to open or close it.

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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