How to Use Docs in SmartSuite for Meetings, Agendas, & Note-Taking

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SmartSuite is a fantastic tool for setting up and organizing workflows for all types of projects. It allows you to easily add automation that reduces data entry, keeps team members on track, and even communicates with clients during off-hours. But did you know that you can also keep track of your documents and notes in SmartSuite?

In this video, we walk through three ways to take and store notes inside SmartSuite.

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Here's what we'll cover:
00:00 Introduction
00:26 How to Create SmartDocs in SmartSuite
01:20 Method One: The SmartSuite Communication Center
05:00 Method Two: Use SmartDoc Notes
12:52 Method Three: Build a Document Database in SmartSuite

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