View Types: Document View

We’re excited to introduce Document View, a brand-new view type that brings collaborative, record-independent document creation directly into SmartSuite. This update gives teams a flexible workspace for drafting, formatting, and sharing knowledge — all within the same table environment.

Key Highlights

• Standalone View Type: Document View now appears as an option in the + New View menu, offering a dedicated canvas separate from record-based views like Grid or Card.
• Full SmartDoc Editing: Enjoy the complete SmartDoc experience — headings, tables, lists, images, callouts, attachments, mentions, and embedded content, all accessible through the / menu.
• Table of Contents Sidebar: Automatically generated from your H1–H3 headings to help navigate long documents with ease.
• Comments & Collaboration: Highlight text to add inline comments, reply in threads, and resolve discussions — all visible in the right-hand margin.
• Version History: Access a full change log with tracked edits, timestamps, and restore options, directly from the toolbar.
• Custom Display Options: Personalize the document layout with configurable fonts, sizes, widths, and optional elements like cover image, owner, and last updated timestamp.
• Permission Control: Define who can view or edit each Document View — private, workspace-wide, or shared with selected members.

How It Works

• Create a Document View: Select + New View → Document View. A blank canvas opens with a default title (“Untitled Document”) that syncs with the View name.
• Write & Format Freely: Use SmartDoc’s rich text editor to add headings, content blocks, images, and embedded records. Edits save automatically and support undo/redo.
• Navigate with the TOC: Enable the Table of Contents from the View Settings panel to generate a live outline of your document. Clicking any item jumps to that section.
• Collaborate in Real Time: Multiple users can edit and comment simultaneously, with all changes tracked in Version History.
• Customize the Look: Open the right-side View Settings panel to adjust style options — font, size, width — and choose which display elements (owner, timestamps, cover image) appear.