A Solution Guide is a SmartDoc attached to a Solution that explains its purpose and workflow to everyone who uses it. Open it from the Solution menu; Administrators and Solution Managers edit it from the guide's three-dot menu. Every template from the Solution Library ships with a guide to start from.
Plan Availability | All plan types. |
Permissions | Every member with access to the Solution reads the guide. Administrators and Solution Managers edit it. |
Platform | Web |
Related Reading |
What is a Solution Guide for?
A Solution groups the tables for one business process, such as project management, a CRM or hiring. Its guide tells members what the Solution is for and how to work in it: which table to start in, which views matter and who owns what.
Every template in the Solution Library includes a written guide. Once you have customized the Solution, a Solution Manager edits the guide to match your process, for example to train new employees on the workflow.
How do I add or edit a Solution Guide?
Open the Solution from the home page.
Open the Solution menu (the small arrow next to the Solution name).
Click Solution Guide.
In the guide window, click the three-dot menu and select Edit Description.
Make your changes and click Save.
Note: Only Administrators and Solution Managers can edit a guide. Other members read it.
What can the guide contain?
The editor is a SmartDoc field, so it supports the same content:
Tables, checklists, images and videos, inserted with the / command.
Links to records in the Solution.
A table of contents for longer guides.
Step-by-step instructions for workflows and reports, for example an embedded video on the Solution's saved views.
How do I export a guide to PDF?
Open the Solution Guide.
Click the three-dot menu and select Export to PDF.
Follow the on-screen steps. The PDF includes the guide's rich text content.
Where are the Solution Managers shown?
The Solution Managers appear in the upper-right corner of the Solution Guide window; they are the members who can change the Solution's structure. Click a manager's icon to open their mini profile.
Last verified 22 Oct 2026.