Dan Leeman
Dan Leeman
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·I untangle processes and automate your business @ Automation Helpers

Import/Export of SmartDoc content

I've been doing some testing for a client with importing/exporting of SmartDoc content.

Here are my observations, anyone else have any insights? Brian Dollen / Peter Novosel anything we can do to have a better import/export experience if a client is coming from other applications?

  • Writing in the SmartDoc field supports Markdown

  • Copying from SmartSuite and pasting in another application preserves the formatting

  • Exporting to a Spreadsheet strips all formatting

  • Writing with Markdown (simple example of ## for heading 2) in a spreadsheet and importing it into SmartSuite does not parse the formatting and just treats it as text

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