Learn about the capabilities of the SmartDoc field and how to expand it for enhanced functionality.
Plan Availability | All plan types |
Plans | All plans, including Pro, Enterprise, and Signature. |
Permissions | General Access: Can view and interact with SmartDoc fields. |
Related Reading |
SmartDoc Field Capabilities
The SmartDoc field is one of the most versatile features available in SmartSuite. Some companies even build their entire business workflows around its capabilities. Here’s what it offers:
Embed Sentiment:
Use emojis to draw attention to important content.
@mention team members to draw them into the conversation.
Rich Content Creation:
Add headers, images, line breaks, and tables.
Include a table of contents for easy navigation.
Advanced Functionality:
Link to other records.
Drop in checklists, callouts, and document attachments.
How to Expand SmartDoc Fields
You can expand the SmartDoc fields for a better viewing and editing experience.
From a Grid View:
Locate the SmartDoc field in the table.
Double-click the field within the record you want to open.
The field will open in an expanded view, allowing you to access its rich text and interactive features more effectively.
From a Record View:
Locate the SmartDoc field in the record.
Click the Expand button in the top-right corner of the SmartDoc field.
The field will open in an expanded view, providing full access to its rich text and interactive tools.
Practical Scenarios and Use Cases Scenarios
1. Meeting Notes and Documentation
Scenario: A project manager needs to take detailed meeting notes, including action items, team decisions, and follow-ups.
Solution: Expand the SmartDoc field to organize meeting minutes using headers, checklists, and @mentions to assign tasks.
Outcome: Creates a well-structured, easily accessible meeting record for team collaboration.
2. Content Collaboration and Reviews
Scenario: A marketing team is drafting a campaign strategy and needs multiple team members to provide input.
Solution: Expand the SmartDoc field to allow rich content editing, inline comments, and document attachments for seamless collaboration.
Outcome: Enhances teamwork by consolidating feedback and maintaining a single version of the document.
3. SOP and Knowledge Base Management
Scenario: The HR team is maintaining an internal knowledge base with standard operating procedures (SOPs).
Solution: Expand the SmartDoc field to format structured content with a table of contents, headings, and embedded links to relevant policies.
Outcome: Provides employees with a well-organized and easily navigable reference document.