Users need the Admin role to create and edit Docs. Analysts have read-only access.
Docs home
When you open Definite, you’ll land on the home page where you can see your recently viewed Docs and Docs shared with you. You can search for Docs by name or filter by project.
Creating a Doc
Click + New Doc from the home screen. Give your Doc a name that describes its purpose (e.g., “Executive Revenue Dashboard”, “Sales - Pipeline Overview”). Your new Doc opens with Fi ready to help you build.
Adding tiles
Tiles are the building blocks of your Doc. You can add them in two ways: Using Fi The fastest way to add tiles is to ask Fi. Type a request like “Show me total revenue collected in the last 90 days as a KPI” and Fi creates the tile with the appropriate query and visualization. Manually Click the + button in the Tiles panel on the left sidebar, choose a tile type (KPI, Chart, Table, or Markdown), write your SQL or Python query, and configure the visualization settings.Managing Docs
Access Doc management options through the ellipsis menu (⋯) in the top toolbar:| Action | Description |
|---|---|
| Rename | Click on the Doc name in the top left to rename it |
| Add to Project | Organize your Doc within a project for better team collaboration |
| Settings | Access version history and restore previous versions of your Doc |
| Share | Generate a shareable link and set permissions (view, edit, or admin) |
| Clear Cache | Reset and rerun all tiles |
| View/Download YAML | Export your Doc’s configuration as YAML for backup or version control |
| Show Debug | View metadata behind individual tiles for debugging |
| Archive | Archive Docs you no longer need but want to keep for reference |
Layout and organization
Tiles are arranged on a grid system. Use the Edit button in the top toolbar to enter edit mode, then:- Drag tiles to reposition them
- Resize tiles by dragging their edges
- Group related tiles together for better readability