Navigate to the desired table and click + Add Field.

Select SmartDoc from the field type options.
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Open any record and select “+” next to the current field to add a new field
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Choose SmartDoc and configure as needed.
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Text entries styled with Markdown shortcuts or / commands.

Embedded elements like tables, images, or code blocks.

Text Style: Select normal, small, or one of six header styles (H1-H6). Headers can create collapsible sections for better navigation.

Formatting: Toggle bold, italic, underline, and strikethrough.

Alignment: Choose left (default), center, or right alignment.

Text and Highlight Colors: Choose from 10 color options.

Code Block: Highlight programming syntax for clarity.

Quote Block: Add a vertical line for emphasis.

Links: Hyperlink text to external or internal SmartSuite content.

H1 headers collapse all content underneath them, including nested H2 sections.

H2 headers collapse their subsections while remaining within the parent H1.
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Ask AI: Use AI to generate SmartDoc content.

Insert Emoji: Add an emoji to express emotions or emphasize text visually.

Mention a Person/Team: Notify specific team members or groups by mentioning them directly in the document.

Link to Record: Add a direct link to a record within your SmartSuite table.

Insert Image: Embed an image directly into your document.

Insert Attachment: Include file attachments that are displayed or downloadable.

Insert Divider Line: Break your document into distinct sections.

Insert Date: Use a calendar picker to add a date.

Insert Code Block: Add syntax-highlighted programming code.

Insert Checklist: Create a list of tasks or items to be checked off.

Table of Contents: Automatically generate a clickable outline based on your document’s headings.

Insert Table: Add a table with rows and columns for organizing data.

Insert Callout: Highlight critical information using a bordered and colored block.
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Type / and search for callout (in the Advanced section).

Click Insert Callout.

Enter your text, and the callout will format it automatically.
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Highlighting warnings or instructions.

Calling attention to success messages or critical tasks.

Type / and search for code block (in the Advanced section).

Click Insert Code Block.

Alternatively, type ``` (three backticks) at the beginning of a new line.
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Share snippets of programming code.

Format technical documentation.
Read more about Code Blocks in this article.

Type / and search for divider line (in the Basics section).

Click Insert Divider Line.
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Clearly distinguish sections of text.

Improve readability in longer documents.

Copying From External Tools: Paste content from tools like Microsoft Word or Google Docs directly into a SmartDoc. Formatting will be retained.

Copying to External Tools: Copy content from a SmartDoc into traditional editors, maintaining the original formatting for external sharing or collaboration.

URLs typed or pasted into a SmartDoc are automatically formatted as clickable links.

Use the text formatting bar's Link option to hyperlink selected text.
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Select Insert Image from the slash command menu.

Drag and drop images or GIFs directly into the SmartDoc.
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Select Insert Attachment from the menu.

Drag and drop files for display or downloadable links.
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Embed videos using Insert Video or drag and drop directly into the document.
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ctrl+b activates bold

ctrl+i activates italic

ctrl+s activates strikethrough

shift+control+[1, 2, 3, 4 or 5] switch the current selection to heading level 1, 2, 3, 4 or 5

shift+control+0 switches the current selection to regular paragraph formatting

ctrl+a selects all content in the SmartDoc

shift+enter creates a line break (without creating a new paragraph)

ctrl+_ creates a horizontal line

ctrl+z undo

shift+ctrl+z redo

space opens the Ask AI (AI assist) interface

> space creates a block quote

``` creates a code block

- space or * space starts an unordered list

1. space starts a numbered list (Also, if you use 2 or any other number, the list will start at that number)

# space creates a H1 heading

## space creates a H2 heading

### space creates a H3 heading

#### space creates a H4 heading

##### space creates a H5 heading

###### space creates a H6 heading

Type @ followed by a team member’s name to tag them and notify them directly in the document.

Type : followed by a descriptive word (e.g., :smile) to add emojis for tone and context.
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Standardize operational plans by embedding a pre-designed template in the SmartDoc field.
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Use Case: The marketing team is creating a campaign that requires collaborative input from designers, writers, and analysts.

Solution: Use SmartDoc fields to centralize content drafts, ideas, and analytics in one place. Tag team members with @mentions to get feedback and updates.

Use Case: A company wants a central repository for onboarding documents, policies, and training materials.

Solution: Utilize SmartDocs to create and organize comprehensive knowledge base documents, leveraging tables of contents and callouts to improve navigation and clarity.

Use Case: The development team needs a consistent format for sprint goals, user stories, and retrospectives.

Solution: Create templates in SmartDoc fields to standardize sprint documentation, ensuring all team members are aligned and information is consistent across records.