---
title: "Data Docs [Legacy]"
description: "Data Docs are created in the Authoring Center allow users to access the output from a Data Object generated with user data in a CSV file from the Output Center.  **1. Create Data Docs** - Navigate to the **Data Docs** page and…"
url: "https://learn.assette.com/docs/data-docs-legacy/"
updated: "2025-03-03"
category: Users / Legacy Support / Legacy Authoring Center
---

# Data Docs [Legacy]

Data Docs are created in the Authoring Center allow users to access the output from a Data Object generated with user data in a CSV file from the Output Center. 

**1. Create Data Docs**

- Navigate to the **Data Docs** page and click on **CREATE NEW**.

![Data Docs [Legacy] 1](https://learn.assette.com/wp-content/uploads/2025/02/image-46.png)

- The Data Doc Editor will be opened on a separate tab in the browser.

![Data Docs [Legacy] 2](https://learn.assette.com/wp-content/uploads/2025/02/image-47.png)

- In the Data Docs Editor, select a *Category *and then a *Data Object* of the selected category from the drop-down menus.
- The *Columns*, *Rows *and *Data Settings* relevant to the selected Data Object will be loaded in the window.

![Data Docs [Legacy] 3](https://learn.assette.com/wp-content/uploads/2025/02/image-48.png)

**2. Add/Remove Columns**

- Select the columns required to be included in the Data Doc by checking the boxes of the columns in the left pane under *Available Columns* and then click **INCLUDE**.

![Data Docs [Legacy] 4](https://learn.assette.com/wp-content/uploads/2025/02/image-49.png)

- The selected columns will then be added to the right pane under *Included Columns*.
- You can also simply drag a column name from the left pane and drop it into the right pane.
- To re-order the columns under *Included Columns* list, click on the icon by the side of the column name drag to the desired position.

- Check the box of the column(s) and click **REMOVE **in the top right corner of the right pane to remove a column(s) from the *Included Column* list. 
- You can also click on the ![Data Docs [Legacy] 5](blob:https://learn.assette.com/57497152-a08d-468a-a692-7d0e5fce2f70) icon of the item to exclude it from the list.

![Data Docs [Legacy] 6](https://learn.assette.com/wp-content/uploads/2025/02/image-50.png)

**3. Edit Display Settings, Rows and Data Settings**

**Display Settings**

- Click on the "Preview" icon towards the end of the included item name to open its Display Settings panel.

![Data Docs [Legacy] 7](https://learn.assette.com/wp-content/uploads/2025/02/image-51.png)

- Change the settings of the values of the particular column as required and then click **COMMIT **to save the changes.
- You can select a specific row to which the altered display settings should be applied to or apply to all rows from the Apply to Rows drop-down.
- Select the **Rows **tab to edit the visibility of the data rows of the selected Data Object.
- Click on the "View" icon of the row item to show or hide the row data.

**Note:** Column Headings and Details Row are shown by default. You can hide them if needed.

![Data Docs [Legacy] 8](https://learn.assette.com/wp-content/uploads/2025/02/image-52.png)

- Go to **Data Settings** tab and then alter the settings of the data as required to be in the output.

**4. Add Labels**

- You can add a label(s) to the Data Doc to include specific data in the output.
- Select the **Labels **tab from the top of the editing pane.
- Enter a name for the label which will be displayed in the output.
- Then, select a category and a label from the given drop-down menus.

![Data Docs [Legacy] 9](https://learn.assette.com/wp-content/uploads/2025/02/image-54.png)

- You can add multiple labels by clicking on **ADD**.
- To remove an added label click on the red "Remove" icon at the end of the label item.

**5. Save and Publish**

- Click on **SAVE **and enter a unique name for the Data Doc and then click **SAVE **in the prompted action box.
- The Data Doc will be saved as a Draft.

![Data Docs [Legacy] 10](https://learn.assette.com/wp-content/uploads/2025/02/image-55.png)

- Then click **Publish** to publish the saved Data Doc.
- Once published, the Data Doc will be saved as a Published Doc. 

![Data Docs [Legacy] 11](https://learn.assette.com/wp-content/uploads/2025/02/image-56.png)

- You can close the Data Docs Editor and then go  to Data Docs main page to view the saved Data Doc.

**Note:** Please refresh the main page to see the updated lists.

![Data Docs [Legacy] 12](https://learn.assette.com/wp-content/uploads/2025/02/image-57.png)

- To edit the Data Doc, click on the "Pencil" icon and you will be directed to the Data Doc Editor.

- Once edited, make sure to click **SAVE **and** PUBLISH **to save the changes.
- Click on the name of the Data Doc in the list to view the Doc.

![Data Docs [Legacy] 13](https://learn.assette.com/wp-content/uploads/2025/02/image-58.png)

**6. Preview with Data**

- To preview the saved Data Doc with user data, select **Preview with Data** from the hamburger menu of the relevant Data Doc.

![Data Docs [Legacy] 14](https://learn.assette.com/wp-content/uploads/2025/02/image-59.png)

- If you are in the Data Doc Editor window, click on the "Search" icon.

![Data Docs [Legacy] 15](https://learn.assette.com/wp-content/uploads/2025/02/image-60.png)

- When the Generation overlay is launched, add the general details, select an account(s) for which the output should be generated and click **NEXT**.

**Note:** You can have a quick view of the Data Doc template by clicking on its name in the Generation overlay.

![Data Docs [Legacy] 16](https://learn.assette.com/wp-content/uploads/2025/02/image-61.png)

- After the file has been generated click **View**. The output will be previewed on an excel panel.
- Click on the "X" icon to close the preview panel.