Feature Overview Video

Learn how to easily share, print, and export records in SmartSuite. This guide outlines the steps for sharing records via direct links and email, as well as printing and exporting options.

You can share direct links to any record in SmartSuite. At this time, only users with access to the record being shared will be able to view and edit the content being shared.

We offer a few convenient options for sharing:

2. All records have a built in Auto Number field displayed in the record header. Clicking the field value copies a link to the record to a clipboard.

3. Most elements in SmartSuite - from records to saved views - can be shared by simply copying the unique link from your browser:

Note: The user who opens the link must have a SmartSuite Member account with at least Viewer permission for the content.

To print a record, simply open into record view, view the three-dot dropdown in the upper right click and select Print.

A window will open where you can customize the printer settings to your preference.

To export a record, simply open into record view, view the three-dot dropdown in the upper right and select Export.

You have the option to export as an Adobe PDF, Microsoft Excel, CVS, or Google Sheets.

When printing or exporting a record to PDF that contains Linked Records and Sub-Items, we'll now print the field differently based on its display format. This ensures your printed records are more informative and visually appealing. See below for example screenshots for each Linked Record display type and Sub-Items.

Scenario: The Marketing team needs shared access to campaign records.

Solution: Share record links or email customized content, ensuring team members collaborate effectively on tasks and updates.

Scenario: Engineers, designers, and product managers need access to specific records for a feature launch.

Solution: Use direct links to provide seamless access to all collaborators, ensuring everyone stays aligned.