SmartDoc hot keys are keyboard shortcuts and inline text commands that format content without the toolbar. Type a command at the start of a line, wrap text in markers, or press a key combination on a selection.

Plan Availability	All plan types.
Permissions	Any member with edit access to the record uses this in a SmartDoc field. Administrators and Solution Managers add and configure SmartDoc fields.
Platform	Web
Related Reading	SmartDoc Field SmartDoc: Using Markdown Keyboard Shortcuts SmartDoc Feature: The '/' (Slash Command)

Which commands work at the start of a line?

Type the characters, then press the space bar.

Type	Result
Space (on an empty line)	Opens Ask AI, the SmartDoc AI assistant.
> and a space	Block quote.
``` (three backticks)	Code block.
- or * and a space	Bulleted list.
1. and a space	Numbered list. Start with another number to begin the list there.
# and a space	Heading 1. Use ## through ###### for headings 2 to 6.

Which markers work anywhere in the text?

Wrap text in	Result
` (backtick)	Code formatting.
**	Bold.
*	Italic.
~~	Strikethrough.

What do @ and # do?

@ and a name: mentions a member, links them in the SmartDoc and sends them a notification. See SmartDoc: @mentions.
# and a record title: opens a list of matching records in the solution; select one to link it in the SmartDoc.

Which keyboard shortcuts apply formatting?

Each shortcut formats the selected text or switches the mode on and off. On a Mac use Cmd where the table says Ctrl.

Shortcut	Result
Ctrl + B	Bold.
Ctrl + I	Italic.
Ctrl + S	Save the record.
Shift + Ctrl + 1 to 5	Heading level 1 to 5.
Shift + Ctrl + 0	Regular paragraph.
Ctrl + A	Select the whole SmartDoc.
Shift + Enter	Line break without a new paragraph.
Ctrl + _	Horizontal line.
Ctrl + Z	Undo.
Shift + Ctrl + Z	Redo.

How do I type an emoji?

Type a colon and a word, for example :heart, :party, :person or :cat, and pick from the list. Some combinations convert on their own after you press space: :-) becomes a smiling face, ;-) a wink and <3 a heart. The full list is in SmartDoc Feature: Emoji.

Frequently asked questions

Short answers to the questions members ask most about this feature.

What does Ctrl + S do inside a SmartDoc?

Inside a SmartDoc, Ctrl + S (Cmd + S on a Mac) saves the record, the same as the Save button. The strikethrough shortcut on Ctrl + S has been turned off; use the ~~ inline command for strikethrough.

How do I link another record from inside a SmartDoc?

Type # and the start of the record's title. Pick the record from the list and it is inserted as a link.

How do I start a numbered list at a number other than 1?

Type the number you want, a period and a space, for example 4. and a space. The list starts at 4.

Last verified 23 Oct 2026.

SmartDoc Hot Keys