> ## Documentation Index
> Fetch the complete documentation index at: https://docs.definite.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Docs

> Learn how to create, build, and manage Docs in Definite

<Note>
  Users need the **Admin** [role](/workspace) to create and edit Docs. Analysts have read-only access.
</Note>

## 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.

<Frame>
  <img src="https://mintcdn.com/definite-a33bcb82/BON9adOuUOV-gxEQ/images/analyze-build/docs-home.png?fit=max&auto=format&n=BON9adOuUOV-gxEQ&q=85&s=2f8dab6c2567a1e180e06ce2399c5afe" alt="Docs interface" width="3022" height="1361" data-path="images/analyze-build/docs-home.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/definite-a33bcb82/BON9adOuUOV-gxEQ/images/analyze-build/fi-to-dashboard.png?fit=max&auto=format&n=BON9adOuUOV-gxEQ&q=85&s=14a6cd6c66ba231070f8f5451c1d84e0" alt="Creating a Doc with Fi" width="12524" height="3784" data-path="images/analyze-build/fi-to-dashboard.png" />
</Frame>

## 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.

<Tip>
  See [Tiles](/analyze-build/docs/tiles) for more details.
</Tip>

## 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. Adding a Doc to a [shared project](/workspace/sharing-and-permissions) cascades that project's access to the Doc. |
| **Settings**           | Access version history and restore previous versions of your Doc                                                                                                                    |
| **Share**              | Grant View, Edit, or Admin access to teammates, or enable a public link. See [Sharing & Permissions](/workspace/sharing-and-permissions).                                           |
| **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

<Tip>
  Start with KPIs at the top for high-level metrics, add charts in the middle for trends, and include tables at the bottom for detailed data.
</Tip>

## Saving

Your Doc saves automatically as you make changes. There's no manual save required.

## Next steps

<CardGroup cols={2}>
  <Card title="Tiles" icon="grid-2" href="/analyze-build/docs/tiles">
    Explore tile types: KPIs, charts, tables, and markdown
  </Card>

  <Card title="AI in Docs" icon="sparkles" href="/analyze-build/ai-in-docs">
    Use Fi to build and edit your Docs with natural language
  </Card>
</CardGroup>
