The SmartDoc field provides you with a robust tool for writing, supporting the features you've come to expect in any editor or word processor. The fantastic thing about SmartDoc is that offers much more, integrating directly with your SmartSuite content, supporting a robust collection of embedded objects, links, and formatting options... everything that you need to not only write but to really communicate and get things done.

SmartDocs are compatible with Grammarly, the leading AI-powered writing assistant. Install the plugin and Grammarly will start giving you spelling, style, and tone recommendations as you type.

We refer to formatted text blocks, embedded images and tables, and a wide variety of other elements when describing the building blocks of a SmartDoc. It's sometimes helpful to think of these elements being grouped into paragraphs, as each time you start a brand new line you can either enter text, use a / command to open a menu, or use one of many text markdown shortcuts to format your next entry.

Highlighting text brings up the text toolbar and all of its options.

Text toolbar functions include:

Add headings (aka collapsible sections)

Setting a line of text to a Heading style makes that text function as a section header. You can select from Header size H1 all the way through H6 in the Style dropdown.

How the / works

As you're working in a SmartDoc you can use the / character at the beginning of a line to give you instant access to tables, links, image or attachment inserts and much more. The same command works in body text if it's preceded by a space (we don't want to pop open the menu if you're just trying to type yes/no or something similar!)

Following the / you can do one of two things:

Available options:

The Basics:

Advanced:

Link other content - from inside of SmartSuite or available from an external Website - directly to your SmartDoc.

In addition to the text formatting bar's Link option, SmartDoc will recognize Url's typed or pasted into their contents and format them as a clickable link. They'll look like this:

This slash-command option inserts a clickable link to a specific SmartSuite record - just follow these steps:

TIP: You can open the Link to Record dialog anywhere within a SmartDoc by typing a hashtag # symbol. Pick a record and the link is inserted right there!

Three list formats are available, allowing you to create numbered and bullet lists, or create an on-the-fly checklist.

Creating Lists:

You can structure and arrange content into rows and columns with a table. You're able to add rows and columns, resize, add background color and more! To add one, follow these steps:

Aid readers' navigation by adding a Table of Contents. Just follow these steps:

Read more about this automatically-updated navigation feature in this article.

Callouts format your content by adding a background color and an icon, indenting the content and adding a border. Just do the following:

For a deeper dive into the Callout embed, please refer to this article.

There are two ways to add Code Blocks - either through the slash-command menu, or by using markup in your SmartDoc text. Follow these steps:

Read more about Code Blocks in this article.

Separate sections of content with a divider line, which can be added by following these steps:

You're into using Microsoft Word or Google Docs but you can easily copy & paste rich format text and content from traditional document tools into a SmartDoc field.

Perhaps more importantly, you can copy & paste formatting from a SmartDoc field into a traditional document and maintain the same formatting.

For those times when you want to collaborate and share with external resources or people without access to SmartSuite.

Solutions Managers can set the Record Layout in an Table's Page Settings. We recommend the Two Column 70/30 layout for content-heavy applications.

Make your SmartDoc come alive by including images, an informative GIF, videos or file attachments! There are two ways to insert images or GIFs:

Get all the details about adding images in this article.

You can embed file attachments directly into your SmartDoc in one of two ways:

You can also embed videos directly into SmartSuite in two ways:

Draw your teammates into the conversation - inside a SmartDoc! To @mention another Member (or even Team) just do this:

Spice up your content with a large selection of emoji to communicate just what you're feeling! Get started by typing a colon : character followed by a descriptive word, like "thumb," "smile," or anything else you like.

If the word matches anything in the emoji library (each emoji has a descriptive name, and there are thousands of them) a menu will be displayed, like this:

Solution Managers can create Default Values in the SmartDoc field settings to encourage consistency.

Let's consider an example, where work in your organization runs on operational plans prepared by department leads. As an executive, you want to ensure consistency in formatting so everyone in leadership views information the same way.

Embed a template as a default value when creating new records:

Let's look at a couple of examples of how we use SmartDocs in our work at SmartSuite:

We drafted content for our initial website and subsequent revisions using our Website Management solution, including SmartDoc fields to capture goals and rich content.

We use SmartDoc fields to document product requirements and user stories for our agile software development methodology.