Create documents in Secoda on anything that you'd like your users to have more context on!

Documents in Secoda are robust, and allow you to combine text, queries, and live charts in a notebook interface. Use Documents to find information about your organization’s data or internal processes that are not directly tied to one specific table, term, or resource. Just like the dictionary, all documents can be found using search, and can be directly linked in other resources in the workspace.

Below are some examples of Documents use cases we see often:

  • Writing process guides or project specs

  • Documenting important queries

  • Defining KPIs

  • Posting video tutorials

Documents features

  • Comments can be added in order to collaborate with your co-workers on your Documents.

  • Use the '@' command to tag and reference other resources from across the workspace like tables or dictionary terms.

    • This automatically adds those tagged resources as Related Resources in the workspace.

    • You can hover over a resources that's tagged using the @ command to see a preview of the resource before clicking into it.

  • Use the '/' command to add custom elements to a document. Add embeds, files, links, tables, and many more interesting documentation formats to make data documentation more interesting. See a whole list of Embeddings.

  • You can also write live Queries in Documents for adhoc analysis.

  • Bring existing Documents from Confluence into Secoda's Documents.

  • Build a Table of Contents in Documents by using the / command and either scrolling or typing "Table of Contents" to insert it.

  • Download Documents as PDF, JSON, CSV files

  • Duplicate a Document

Last updated