Exploring the Livedocs Workspace

Welcome to your Livedocs workspace! In this guide, we will walk you through each main area of the workspace to help you get familiar with where to create and manage documents, connect data sources, secure sensitive information, and customize your account and workspace settings. Understanding the layout and functions of these sections will set you up for a smooth start with Livedocs, enabling you to dive into data exploration and collaboration with ease.

Workspace Overview

The Livedocs workspace is organized to provide quick access to essential tools and features. The top navigation bar includes the Workspace Dropdown for switching and managing workspaces, and the Profile Menu for accessing account-related actions. These components ensure a seamless transition between contexts and efficient account management.

Below the navigation bar, the workspace is divided into four main tabs: Docs, Data, Secrets, and Settings. Each tab supports a distinct aspect of your work in Livedocs, from document creation and data source integration to credential management and workspace customization.

In the sections that follow, we will explore these UI components to help you get familiar with their features and functions.

The Docs Tab

The Docs tab is the central workspace in Livedocs, where you create, edit, and manage your documents. It provides tools for data exploration, analysis, and collaboration, making it the core of your Livedocs experience.

Key Features

• Create Documents: Start a new document by clicking Create doc. A blank document allows you to integrate data, perform analyses, and add context-rich elements to tell a data-driven story.
• Interactive Elements: Incorporate charts, queries, Python code, text, and tables to create interactive analyses tailored to your data.
• Collaboration and Publishing: Share documents with teammates for real-time collaboration, publish them for a broader audience, and control access levels.

Document Management

The Docs tab also provides features to help you organize and maintain your documents:

• Filters: Customize your document view using filters like creator, access type, and tags. By default, only documents you have created are displayed.
• Archive Toggle: Hide or show archived documents to reduce clutter while preserving important work.
• View Options: Switch between card and list views to adjust how documents are displayed.

For detailed instructions on creating and managing documents, refer to the Working with Documents section of our documentation.

The Data Tab

The Data tab is your gateway to managing data sources in Livedocs. It provides tools to connect live databases or upload static files, enabling you to bring data into your workspace for analysis and visualization.

This tab is divided into two sections:

• Databases: Connect to databases such as PostgreSQL to access real-time data. Establish secure connections and use SQL queries to integrate dynamic datasets into your Livedocs documents. For example, query live sales data directly from your database.

• Files: Upload and manage static data files, such as CSVs, for analysis and visualization. This option is ideal for working with smaller or less frequently updated datasets, such as monthly reports.

For detailed steps on connecting databases or importing files, refer to the Managing Data Sources section of our documentation.

The Secrets Tab

The Secrets tab is designed to securely manage sensitive information, such as API keys, database credentials, and other confidential data. This tab allows you to store and organize secrets, ensuring that your sensitive information is protected while remaining accessible for use in your Livedocs documents.

Secrets stored in this tab can be referenced in your documents, especially within Python code, to securely integrate with external systems. For detailed guidance on adding, managing, and using secrets, refer to the Creating and Managing Secrets guide.

The Settings Tab

The Settings tab is where you configure both your personal account settings and workspace-wide options to customize and manage your Livedocs experience. It provides tools for tailoring your profile, managing team collaboration, and setting up workspace preferences.

This tab includes two primary sections:

• Account: Update personal details (name, role, bio) and configure email notifications to stay informed about updates.

• Workspace: Manage your team environment with options to update workspace details, invite members, configure destinations for automated reports, and handle billing preferences.

For detailed instructions on customizing your workspace or managing accounts, refer to the Configuring Settings section of our documentation.

The Workspace Dropdown

The Workspace Dropdown is located at the top-left corner of the Livedocs interface, next to the Livedocs logo. This dropdown allows you to switch between workspaces seamlessly, ensuring the correct context for documents, data sources, secrets, and settings.

Key Features

1. Switching Workspaces: Select any workspace from the dropdown menu to switch to it. The interface updates to reflect documents, data sources, secrets, and settings specific to the selected workspace.
2. Creating a New Workspace: Click Create new in the dropdown to open the Create a new workspace dialog box. Enter the workspace name, then confirm the creation. The app will automatically switch to the newly created workspace.
3. Workspace-Specific Context: Remember that switching workspaces updates all key features in Livedocs, ensuring you only interact with the content and configurations tied to the selected workspace.

The Profile Menu

The Profile Menu is located at the top-right corner of the Livedocs interface. This menu provides access to account-related options and uses your configured profile picture as its visual indicator.

Key Features

1. User Information: Displays your Display name and Email as reference information. These fields are non-clickable and sourced from the Account section of the Settings tab.
2. Settings Access: Clicking Account settings redirects you to the Settings tab, where you can manage account and workspace configurations.
3. Quick Action for Workspace Creation: Clicking Create workspace opens the same Create a new workspace dialog box as described in the Workspace Dropdown section. This feature provides an alternative way to add a new workspace.
4. Livedocs Homepage: Clicking Livedocs Homepage takes you to the Livedocs home page for an overview of the product.
5. Log Out: Clicking Log out ends your session and redirects you to the Livedocs sign-in page.

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Now that you are familiar with the main features and UI components of the Livedocs workspace, you can confidently navigate and customize your experience. Continue to the Creating Your First Livedoc tutorial, where you will learn how to build your first document and leverage Livedocs' powerful data integration and analysis capabilities. Let us get started on turning your data into actionable insights!