Type / at the start of a line, or after a space, to open the SmartDoc command menu. Keep typing to filter the list, then select an item to insert an element, an embed or a formatting block.
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 |
How do I use the slash command?
Type / at the start of a new line, or after a space in body text so it does not trigger by accident.
Start typing to filter the list, or scroll through the menu.
Select the item to insert it.
Which commands are available?
The menu has a Basics section and an Advanced section.
Basics
Command | What it inserts |
Ask AI | Content written by the SmartDoc AI assistant from your prompt. |
Insert Emoji | An emoji from the picker. |
Mention a Person/Team | A member or Team mention that notifies them. |
Link to Record | A link to a record in the solution. |
Insert Image | An image from your device, a URL or cloud storage. |
Insert Attachment | A file attachment. |
Insert Divider Line | A horizontal line between sections. |
Insert Date | A date from a calendar picker. |
Advanced
Command | What it inserts |
Insert Code Block | Code with syntax highlighting. |
Insert Checklist | A to-do list. |
Table of Contents | A clickable outline of the headings. |
Insert Table | A table with formatting options. |
Insert Callout | A colored block that sets content apart. |
Insert Video | An uploaded video file. |
Whiteboard | A drawing canvas, at the bottom of the menu. |
Text shortcuts (markdown) cover many of the same actions without the menu; see SmartDoc Hot Keys.
Frequently asked questions
Two questions kept from the original and one about the menu order.
I need a forward slash in my text. Will it open the menu?
I need a forward slash in my text. Will it open the menu?
Only when the slash is at the start of a line or follows a space. A slash inside a word, such as and/or, is typed as text.
I opened the menu but do not want to pick anything. How do I close it?
I opened the menu but do not want to pick anything. How do I close it?
Keep typing. The menu closes when nothing matches what you typed, or when you press the space bar.
Why is Whiteboard not in the Advanced list?
Why is Whiteboard not in the Advanced list?
It sits at the very bottom of the menu, below the Advanced items. Scroll down to reach it.
Last verified 22 Oct 2026.