These guides serve as detailed manuals for your solutions, ensuring every user understands their purpose and workflow.
Plan Availability | All plan types |
Permissions | Administrators or Solution Managers: Required for creating or editing guides |
Related Reading |
What is a Solution?
A Solution is a grouping of tables designed to manage a common business process.
Solutions act as containers for related tables, making it easier to organize and navigate SmartSuite content.
Examples: Project management, CRM, or hiring workflows.
Purpose of a Solution Guide
Solution Guides help users understand:
The purpose of a solution.
The workflow and how to use it effectively.
Every template in the SmartSuite Solution Library includes a pre-documented Solution Guide as a starting point. Once customized, Solution Owners can edit the guide to reflect their unique processes.
Example Use Case:
A Project Management Solution Guide can train new employees on company workflows, task management systems, and specific processes.
How to Add or Edit a Solution Guide
Steps to Add or Edit:
Select the Solution from the home page.
Open the Solution Menu (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: You must be a Solution Manager or an Administrator to edit a Solution Guide.
Creating Instructional Content
The Solution Guide editor functions like a SmartDoc field, offering rich editing capabilities.
What You Can Do:
Embed Elements: Use slash commands to insert:
Tables
Checklists
Links to records
Images
Videos
Add a Table of Contents: Organize the guide for easy navigation.
Step-by-Step Guides: Provide detailed instructions for workflows or reporting techniques.
Example: Include an embedded video explaining how to use the solution's saved views and reporting features.
Exporting Solution Guides to PDF
Easily generate a PDF version of your Solution Guide for offline use or sharing.
Steps to Export:
Open the Solution Guide.
Click the three-dot menu and select Export to PDF.
Follow the on-screen steps to complete the export.
Result: The PDF will include all guide content, including rich text elements.
Viewing Solution Managers
Solution Managers are displayed at the top-right corner of the Solution Guide window.
These are the users who have permission to modify the structure of the solution.
Click on a Solution Manager’s icon to view their mini-profile for more details.
Smart Tips for Success
Keep Guides Updated: Regularly update your guide to reflect process changes or new features.
Use Visuals: Embed videos, images, or diagrams to enhance clarity.
Leverage PDF Exports: Provide team members with easy-to-distribute PDFs for training or documentation.