SmartDoc Hot Keys | SmartSuite Help Center

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	SmartDoc Field

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 list
1. 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 formatting
text between ** characters will be formatted in bold
text between * characters will be formatted in italics
text 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 bold
ctrl+i activates italic
ctrl+s activates strikethrough
shift+control+[1, 2, 3, 4 or 5] switch the current selection to heading level 1, 2, 3, 4 or 5
shift+control+0 switches the current selection to regular paragraph formatting
ctrl+a selects all content in the SmartDoc
shift+enter creates a line break (without creating a new paragraph)
ctrl+_ creates a horizontal line
ctrl+z undo
shift+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 😃
;-) converts to 😉
<3 converts to ❤️

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.

Structure of SmartDoc Objects