The Whiteboard is a drawing canvas inside a SmartDoc field. Insert it from the slash menu, draw shapes, arrows and text, and save; the whiteboard is stored as an image that reopens for editing when selected.
Plan Availability | All plan types. |
Permissions | Any member with edit access to the record can create and edit whiteboards; members with view access see the saved image. |
Platform | Web |
Related Reading |
Video
The video walks through the canvas; the written steps below cover the same ground.
How do I insert a whiteboard?
In a SmartDoc field, type / to open the slash menu.
Scroll to the bottom of the menu and select Whiteboard. A blank canvas opens.
After you save, the whiteboard appears in the SmartDoc as a static image. Select it to reopen it for editing, and align it left, center or right.
How do I draw?
Freehand: click and drag on the canvas.
Shapes: pick rectangles, circles, lines, arrows and text from the toolbar at the top right.
Layering: right-click an object for Move to Front or Move to Back.
Duplicate and group: right-click an object to duplicate it; select several objects, right-click and choose Group.
Align and distribute: use the alignment and distribution tools on a selection.
The right sidebar sets stroke width, colors and opacity for the selected object.
Which keyboard shortcuts does the whiteboard have?
Press ? on the canvas for the full list.
Key | Tool |
V | Pointer |
R | Rectangle |
A | Arrow |
T | Text |
How do I save or export a whiteboard?
Select the three-line menu in the top left of the canvas.
Select Save to to save the whole scene, with every element and setting, for reuse.
Or select Export Image to create an image, with Dark Mode and Scale options, for a presentation or a solution guide.
How do I show record values on the whiteboard?
Open the three-line menu.
Select Embed Record Field.
Choose the field. Its value appears on the canvas as an element you can style.
How do I reuse elements with libraries?
Open the library from the top right of the canvas.
Save an element or a group as a template for reuse.
Optional: download a library from the Excalidraw libraries site, then open the three-dot menu inside your library, select Open and choose the downloaded file.
What can I build with it?
A process flow beside the procedure it describes.
A wireframe or layout sketch on a design record.
A quick diagram captured during a meeting, kept with the notes.
Last verified 22 Oct 2026.