SmartDoc hotkeys enable users to create and format content more efficiently by using simple keyboard shortcuts and inline commands. This guide covers hotkeys for creating formatted text, managing lists, inserting mentions, and using emojis.
Plan Availability | All plan types |
Permissions | General Access |
Related Reading |
Inline at the beginning of a line:
space
opens the AI Assistant for SmartDoc> space
creates a block quote```
creates a code block- space
or* space
starts an unordered list1. space
starts a numbered list (Also, if you use 2 or any other number, the list will start at that number)# space
creates a H1 heading## space
creates a H2 heading### space
creates a H3 heading#### space
creates a H4 heading##### space
creates a H5 heading###### space
creates a H6 heading
Inline anywhere in the text:
text between
`
characters (the "backtick," which shares the key on your keyboard with tilde ~) is converted to code formattingtext between
**
characters will be formatted in boldtext between
*
characters will be formatted in italicstext between
~~
(tilde) characters will be formatted with strikethrough
@ and # Commands:
Mention a Member: Type
@
and a Member's name - you will be able to see a filtered list of matching Members. Click the one you want to mention (or hit the enter key) and they'll be linked to the SmartDoc. They'll also receive a notification that they were mentioned!Link a Record: Type
#
and the name (Primary Field) of a record - you'll be shown a list of records from the Solution that match. Click one (or hit enter) to link it to the SmartDoc.
Keyboard Shortcuts:
The following keyboard shortcuts either apply formatting to selected text, or toggle the formatting mode on or off.
Note: The abbreviation ctrl (control) should be replaced with cmd (command) on Mac computers.
ctrl+b
activates boldctrl+i
activates italicctrl+s
activates strikethroughshift+control+[1, 2, 3, 4 or 5]
switch the current selection to heading level 1, 2, 3, 4 or 5shift+control+0
switches the current selection to regular paragraph formattingctrl+a
selects all content in the SmartDocshift+enter
creates a line break (without creating a new paragraph)ctrl+_
creates a horizontal linectrl+z
undoshift+ctrl+z
redo
Emoji
Certain character combinations are converted to emoji automatically as you type (after you enter the key combination and hit space). These are a few examples:
:-)
converts to π;-)
converts to π<3
converts to β€οΈ
You can find emojis by typing a :
(colon) followed by a descriptive word. A few ideas to get you started:
:heart
:party
:person
:cat
You can read all about Emoji (including more auto-converted text) in this article.
Practical Scenarios and Use Cases
1. Streamlined Content Formatting
Scenario: A team member needs to draft a project plan quickly.
Solution: Use hotkeys for headings, lists, and formatting to create a well-structured document efficiently.
2. Real-Time Collaboration
Scenario: Multiple users are editing a shared SmartDoc.
Solution: Use @mentions to notify specific team members and link records to provide context.
3. Enhanced Team Communication
Scenario: A manager reviews a draft and suggests edits.
Solution: Add comments with strikethroughs or emphasize changes using bold/italic formatting.