Feature overview video
You share a record by copying its link, or by sending it by email from the record's three-dot menu. The same menu prints the record or exports it to PDF, Excel, CSV or Google Sheets.
Here is the test: does the other person have access to the record in SmartSuite? Send the link. If not, send it by email or export it.
Example: a risk owner wants the risk committee to review RISK-0023. She copies the record link into the committee's channel for members. For the outside auditor, she exports the record to PDF.
Plan Availability | All plan types. |
Permissions | Every member with access to the record. A person who opens a record link needs a SmartSuite account with at least Viewer access to it. |
Platform | Web |
Related Reading |
How do I copy a link to a record?
Use any of these three ways:
Select the record's Auto Number chip in the record header. The link is copied.
Open the three-dot menu in the record header and select Copy Link.
Copy the address from your browser's address bar.
The header of risk RISK-0023 with the pointer on the Auto Number chip and the tooltip Copy Link to clipboard.
Note: A record link opens only for members with at least Viewer access to the record. Share by email or export for anyone else.
How do I share a record by email?
Open the three-dot menu in the record header.
Select Share by Email.
Fill in the window that opens and send.
You can send to members of your workspace or to people outside it.
How do I print a record?
Open the three-dot menu in the record header.
Select Print.
Set your printer options in the window that opens, then print.
How do I export a record?
Open the three-dot menu in the record header.
Select Export.
Choose Adobe PDF, Microsoft Excel, Google Sheets or CSV.
The three-dot menu of a risk record with Export open, showing Adobe PDF, Microsoft Excel, Google Sheets and CSV.
How do linked records print?
A Linked Record field prints and exports to PDF in its display format. Compact, Simplified, Standard and Expanded displays each print the way they look on the record. Sub-items print as their own list.
Frequently asked questions
How do I get a link to one record?
How do I get a link to one record?
Select the Auto Number chip in the record header, or choose Copy Link in the three-dot menu.
Can I share a record with someone who has no SmartSuite account?
Can I share a record with someone who has no SmartSuite account?
A link needs a SmartSuite account with Viewer access. For anyone else, use Share by Email or export the record to PDF. A read-only shared view also works. See Shared Views.
Does an export include the record's comments?
Does an export include the record's comments?
No. An export holds the field values. Share the record link with members who need the discussion.
How do I print the record as it is laid out?
How do I print the record as it is laid out?
Select Print in the three-dot menu. Linked Record fields print in their display format.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.