Assette Learning Center
The single source of knowledge for implementing and using Assette.
Explore the areas below, or search for what you need.
- Getting Started
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Authoring Center
- Smart Docs
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Smart Pages
- Creating & Editing Smart Pages
- Smart Pages
- How to Unlock a Smart Page
- Deleting Smart Pages
- Tracking Changes with Life Events
- How to Insert Blank Columns and Rows
- Changing a Smart Page’s Size
- Supported PowerPoint Charts
- Copying and Restoring from Version History
- Smart Page X-Ray View
- Smart Page Content Classifications
- Compliance Tags
- Assette Editors
- Fixed Content
- Data Docs
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Smart Shells
- How to Preview Smart Shells
- Coupled Shells
- Smart Shells
- Tracking Changes with Life Events
- Copying and Restoring from Version History
- Creating Smart Shells Using the Smart Shell Library
- Editing Smart Shells Using the Smart Shell Library
- Creating Smart Shells via Assette’s PowerPoint Editor
- How to Refresh Smart Shells
- Deleting Smart Shells
- Renaming Smart Shells
- Smart Shells X-Ray View
- Smart Shell Content Classifications
- Performance History Chart
- Smart Shells Frequently Asked Questions (FAQ)
- Creating an “As of Date” Smart Shell
- Brand Themes
- Email Templates
- Additional Features
- Content Hub
- Data Engine
- Analytics
- Administration
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Client Portal
- Security Overview for the Assette Client Portal
- Client Portal Overview
- Creating Notifications for Client Portal Users
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Client Portal Users
- Client Portal Frequently Asked Questions (FAQ)
- Client Portal Session Handling
- Log into the Assette Client Portal
- Managing User Access in the Client Portal
- Creating a New Portal User
- Editing or Creating Portal Users
- Deleting a Client Portal User
- Monitoring and Accessing User Login Activity for Client Portal
- Tutorials
- Legacy Support
- Getting Started
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Developer Tools
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Tool Setup
- Assette Development Stack
- Developer Center Configurations
- Prohibited Data Block Keywords and Built-ins
- Master Data Scheduler
- Python Data Block Libraries & Keywords
- Troubleshooting
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Visual Studio Code
- Assette Visual Studio Code Extension
- How to Find Where a Component is Used in the VS Code Extension
- Error and Status Messages Reference
- Signing Into the Assette VS Code Extension
- VS Code Frequently Asked Questions (FAQs)
- Installing the Assette Block Editor VS Code Extension
- Assette VS Code Extension Troubleshooting
- Data Block Editor
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Data Object Editor
- Applying Row Filtration with Data Objects
- Locking a Data Object
- Introduction to the Data Object Editor
- Dynamic Row Numbering
- Force Unlocking a Data Object
- Editing Data Objects
- Creating Data Objects
- Data Object KeyError
- How to Copy & Delete Data Objects
- Generation Time Data Settings
- Importing & Exporting Data Objects
- Design View
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Expressions
- The “round(value, n)” Expression
- Expressions, Operators, & Functions
- The “Contains()” Function
- The “HasValue()” Function
- The “NOT” Operator
- The “OR” Operator
- The “<> Not Equal To” Operator
- The “>= Greater Than or Equal To” Operator
- The “ADD” Expression
- The “AND” Expression
- The “Divide” Expression
- The “Minus” Expression
- The “Multiply” Expression
- The “<= Less Than or Equal to” Operator
- The > Greater Than Operator
- The “==” Equals Operator
- The Grouping Operator “()”
- The < Less Than Operator
- Dynamic Fields
- Footnote Editor
- Tenant Manager
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Tool Setup
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Data Blocks
- Data Block Basics
- Account Master
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Data Blocks by Category
- Understanding Assette Data Blocks
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System Data Blocks
- Organization Add Data Block
- Organization Master Data Block
- Get Recipient Info Salesforce Transform Data Block
- Get Recipient Info Salesforce Data Blocks
- Get Recipients LocalDB Data Block
- Get Recipient Info Local Data Block
- Recipient Master Data Block
- Attribute Type Values Local Data Block
- Brand Theme Selector Data Block
- Brand Theme Extract Data Block
- System Data Blocks Overview
- Account Master Data Block
- Asset Classes Local Data Block
- As of Dates Data Block
- Countries Data Block
- Currency Codes Data Blocks
- Product Master Data Block
- Sub Accounts Client Database Data Block
- Sub Accounts Local Database Data Block
- Sector Schemes Data Blocks
- Sectors Data Block
- Sub Accounts Data Block
- Sync Data Blocks
- Source Data Blocks
- Transform Data Blocks
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Interface Data Blocks
- Organization Read Local Data Block
- Sectors Local Database Data Block
- Assette Period Code Map Data Block
- Account Attribute Mapping Local Database Data Block
- Account Attributes Local Database Data Block
- Source Product Master Extract Data Block
- Source List of Currency Codes Data Block
- Source Account Attributes Values Data Block
- Product Master Local Data Base Data Block
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Configuration Data Blocks
- Salesforce Settings Data Block
- Configuration Data Block Overview
- Calculation Python Environment Data Block
- Python Data Calculation Modules Data Block
- Python Environment for Date Calculation Data Block
- Demo Snowflake Setting Data Block
- Snowflake Demo Certificate Data Block
- Calculation Environment Data Block
- Data Blocks by Functionality
- Data Objects
- Integrations
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Developer FAQ
- How to Add a New Product to the Product Master
- How to Add New Attributes to the Attribute Master
- Data Blocks Frequently Asked Questions (FAQ)
- Data Object Frequently Asked Questions (FAQ)
- Tenant Manager Frequently Asked Questions (FAQ)
- TLS Email Encryption via SendGrid
- Data Block Cheat Sheet
- Why Can’t I Edit a Data Object?
- How Do Unit Tests Work in Assette?
- Enable Assette Add-In in Case of Failure
- How Do I Log into Snowflake?
- Period Codes
- Developer Tools FAQs
- Tutorials