Feature Overview Video
Plan Availability | All plan types |
Permissions | General Access - Can view and interact with whiteboards. |
Related Reading |
If you're eager to enhance your records with captivating visuals, look no further! Our SmartDoc field now supports a Whiteboard tool directly within the field. In this guide, we'll walk you through the basics of using Whiteboards to its fullest potential.
Getting Started
Accessing the Whiteboard
Inside a SmartDoc field, use the
/(Slash) command to bring up a list of options.Scroll to the very bottom and select the Whiteboard tool.
A blank canvas will appear as your workspace. Take a moment to get familiar with the user interface.
Key Features
Whiteboard Canvas: Your creative workspace.
Embedded Display: Once saved, your whiteboard appears as a static image in your SmartDoc. Click it to reopen in edit mode.
Alignment Options: Place the image on the left, center, or right of the display area.
Basic Drawing Options
Unleash your creativity with these tools:
Click and Drag: Use your cursor to start drawing directly on the canvas.
Tool Selection: Access the top-right toolbar to select shapes like rectangles, circles, lines, arrows, and text.
Experiment: Try out the available drawing tools and options.
Additional Drawing Features
Take your designs further with advanced functionalities:
Layering: Right-click an object to use “Move to Front” or “Move to Back” options.
Duplication: Duplicate objects via the context menu.
Grouping: Group multiple objects by selecting them, right-clicking, and choosing "Group."
Alignment and Distribution: Organize your elements neatly with alignment and distribution tools.
Customization Options
Use the right sidebar to adjust:
Stroke Widths: Control the thickness of lines and shapes.
Colors: Customize the color palette.
Opacity: Modify transparency levels for your designs.
Keyboard Shortcuts
Press “?” on your keyboard to view a list of shortcuts. Common ones include:
V: Pointer tool
R: Rectangles
A: Arrows
T: Text tool
Export and Sharing Options
Saving and Exporting
Click the three-line menu in the top-left corner.
Choose between:
"Save to...”: Save the entire whiteboard scene, including all elements and settings, for reuse.
"Export Image...": Generate an image for presentations, records, or solution guides with options like Dark Mode and Scale.
Advanced Features
Embedding Record Data
Use the "Embed Record Field" option from the three-line menu to embed dynamic field values directly into your whiteboard.
Customize these elements to fit your design.
Libraries
Access the library from the top-right of the Whiteboard tool.
Save and reuse elements or groups of elements as templates.
Download from a public repository and upload them into your workspace for consistent design.
SmartTip: To easily add an Excalidraw Library to your Whiteboard, you'll want to select Download on the website. Once it's been downloaded you can click the 3 dot menu inside your library, choose Open, and select the file that you just downloaded from the Excalidraw website.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" with relevant members, ensuring they can collaborate seamlessly on tasks, SmartDocs, and comments.
2. Project-Specific Access Control
Scenario: A company launches a new product and wants to restrict access to project-related data to key team members.
Solution: Set up a private Team for the product launch, assign permissions, and control access to sensitive information.
3. Cross-Functional Teams
Scenario: Engineers, designers, and product managers collaborate on a new feature.
Solution: Create a "Feature Development Team" to provide shared access to tasks and communication channels.