• Home
  • Visit Our Website
  • Home
  • Visit Our Website
Visit Our Website

Users

144
  • Getting Started
    • The Assette Navigation Bar
    • The Assette Home Page
    • How to Log into Assette
    • Glossary
  • Authoring Center
    • Smart Docs
      • How to Create a Smart Doc
      • Smart Doc Troubleshooting
      • Tracking Changes with Life Events
      • Copying and Restoring from Version History
      • Smart Docs
      • Smart Docs X-Ray View
      • Troubleshooting
        • Troubleshooting Smart Docs
    • Smart Pages
      • Creating & Editing Smart Pages
      • Tracking Changes with Life Events
      • Copying and Restoring from Version History
      • How to Insert Blank Columns and Rows
      • Changing a Smart Page’s Size
      • Compliance Tags
      • Deleting Smart Pages
      • Supported PowerPoint Charts
      • Smart Page Content Classifications
      • Smart Pages
      • How to Unlock a Smart Page
      • Smart Page X-Ray View
      • Assette Editors
        • PowerPoint Editor
          • How to Insert Images Using the Assette Ribbon
          • How to Add New Series to a Chart
          • Assette Ribbon
            • The “Un-Fabricate” Button
          • Troubleshooting
            • How to Check Your Microsoft PowerPoint Version
            • Installing the Assette PowerPoint Editor
          • Advanced Settings
            • Zigzag Tab
            • Margin Tab
            • General Tab
            • Advanced Settings Overview
    • Fixed Content
      • Fixed Content
    • Data Docs
      • Data Docs
    • Smart Shells
      • How to Preview Smart Shells
      • Coupled Shells
      • Tracking Changes with Life Events
      • Creating an “As of Date” Smart Shell
      • Copying and Restoring from Version History
      • Performance History Chart
      • Deleting Smart Shells
      • Smart Shell Content Classifications
      • Creating Smart Shells via Assette’s PowerPoint Editor
      • Editing Smart Shells Using the Smart Shell Library
      • Renaming Smart Shells
      • Smart Shells X-Ray View
      • How to Refresh Smart Shells
      • Creating Smart Shells Using the Smart Shell Library
      • Smart Shells Frequently Asked Questions (FAQ)
      • Smart Shells
    • Brand Themes
      • Assette Dynamic Brand Theme Setup
      • Brand Themes
      • Managing Multiple Themes Within a Single Brand Theme
      • Dynamic Brand Themes
      • Master Slide Layouts for Dynamic Brand Themes
      • Changing a Smart Page’s Size
      • Creating a Brand Theme
      • Shell Styling
    • Email Templates
      • Using Variables in Assette Email Templates
      • Email Templates
    • Additional Features
      • Automatic Extension Correction
      • X-Ray View Overview
      • The Generation Screen
  • Content Hub
    • Library
      • Saved Trays in the Assette Library
      • Content Generation and Sharing with Content Library
      • Content Library
    • My Workspace
      • Copying Content to My Workspace
      • My Workspace
    • Workrooms
      • How to Edit Content in a Workroom
      • Copying Content to a Workroom
      • Workroom
    • Assette Viewer
      • Disabling or Removing the Assette Outlook Add-in
      • Assette Viewer Basics
      • Assette Viewer Overview
    • Content Center
      • How to Add a New Organization to the Organization Master
      • Content Plan Data Model
      • Content Plans
      • Content Types
      • Using Advanced Search in the Content Library
  • Data Engine
    • Input Center
      • Input Center Overview
      • External Content Overview
      • Recipients
      • Data Files Overview
    • Qualitative Data
      • Ownership Data
      • Firm Overview
      • People Data
      • Master Questionnaire
      • Qualitative Data
    • Developer Center
      • Developer Tools Overview
  • Analytics
    • Component Analytics
    • Content Sharing Analytics
  • Administration
    • Creating & Editing Work Groups
    • Workbox
      • Workbox Basics
    • Content Type Master
      • Content Filename Aliases
    • Users
      • Work Group Basics
      • Internal Users
        • SSO Internal User Roles & Tasks
        • Internal User Roles & Responsibilities
        • Reset or Unlock User’s Accounts
        • Manually Creating Users in Assette
      • Work Groups
        • Creating Subgroups
        • Creating & Editing Work Groups
    • Workflows
      • Workflows Basics
      • Workflow Frequently Asked Questions (FAQ)
      • Workflow Management
        • Workflow Management Overview
        • Workflow Reassignment
      • Workflow Design
        • Creating Conditional Workflows
        • Editing or Deleting a Workflow
        • Creating a Workflow
    • Product Master
      • Deactivating & Deleting Products
      • Product Master Overview
      • Troubleshooting Product Master Errors
    • Classification Master
      • Data Ingredients Overview
      • Labels
      • Compliance Tags
      • Limitations
      • How to Manage Content Classifications
      • Classification Master Overview
      • Creating & Managing Labels
  • Client Portal
    • Security Overview for the Assette Client Portal
    • Creating Notifications for Client Portal Users
    • Client Portal Overview
    • Client Portal Users
      • Client Portal Frequently Asked Questions (FAQ)
      • Client Portal Session Handling
      • Log into the Assette Client Portal
      • Deleting a Client Portal User
      • Creating a New Portal User
      • Managing User Access in the Client Portal
      • Monitoring and Accessing User Login Activity for Client Portal
      • Editing or Creating Portal Users
  • Tutorials
    • When to Create a New Artefact in Assette
    • Creating a Fixed-Row Zigzag Table
  • Legacy Support
    • Data Validations [Legacy]
    • Assette Roles Overview [Legacy]
    • Internal Users Management [Legacy]
    • Create & Manage Attributes [Legacy]
    • Assette Centers [Legacy]
    • Legacy Authoring Center
      • Data Object Library [Legacy]
      • Data Docs [Legacy]
      • Smart Shells [Legacy]
      • How to Create a New Smart Page [Legacy]
      • Legacy Smart Pages
        • Creating and Editing Smart Pages [Legacy]
      • Legacy Smart Docs
        • Creating a Smart Doc [Legacy]

Developers

195
  • Getting Started
    • The Assette Navigation Bar
    • User Login & Creation
      • Permission Groups Overview
      • How to Create & Assign Permission Groups
      • Add Assette Users with Azure AD
      • Developer Roles & Permissions
    • Implementation Overview
      • Connecting to Source Systems with Assette
      • Fields Synchronized with Assette
      • Essential Data Blocks
      • Introduction to Assette Implementation
      • The Assette Implementation Approach
      • What Data is Required to Start?
  • Developer Tools
    • Tool Setup
      • Prohibited Data Block Keywords and Built-ins
      • Master Data Scheduler
      • Python Data Block Libraries & Keywords
      • Developer Center Configurations
      • Assette Development Stack
      • Troubleshooting
        • Troubleshooting AxiosError: 500
        • Assette VS Code Extension Troubleshooting
      • 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)
        • Assette VS Code Extension Troubleshooting
        • Installing the Assette Block Editor VS Code Extension
    • Data Block Editor
      • Using Nested Functions in Data Blocks
      • Importing Python Libraries
      • Import & Export Data Blocks
      • Data Block Unit Testing in Python
      • Data Block Editor Basics
        • Calculation Operators and Precedence
        • How to Freeze Data Blocks
        • Creating & Editing Data Blocks
        • How to Copy & Delete Data Blocks
        • Secret Management
        • Introduction to the Data Block Editor
      • Data Block Editor Metadata
        • How to Update Data Block Metadata
      • Data Block Editor Troubleshooting
        • Troubleshooting API Authentication Issues
    • Data Object Editor
      • Applying Row Filtration with Data Objects
      • Locking a Data Object
      • Force Unlocking a Data Object
      • Dynamic Row Numbering
      • Introduction to the Data Object Editor
      • Data Object KeyError
      • Editing Data Objects
      • Creating Data Objects
      • How to Copy & Delete Data Objects
      • Generation Time Data Settings
      • Importing & Exporting Data Objects
      • Design View
        • Data Settings Tab
          • Data Settings Tab
        • General Info Tab
          • Styling Classes
          • General Info
        • Data Source Tab
          • Data Source Tab
        • Columns Tab
          • Date Formats
          • Columns Tab
        • Groupings Tab
          • Creating Group Summary Rows
          • Creating Group Header Rows
          • Group Expressions & Group Ordering
          • How to Create “Group By” Data Settings
          • Grouping Tab
        • Sorting Tab
          • Sorting Tab
        • Summary Tab
          • Summary Tab
        • Row Types Tab
          • Row Types Tab
        • Title & Footnotes Tab
          • Title & Footnotes Tab
        • Legend Tab
          • Legend Tab
        • Output Variables Tab
          • Output Variable Tab
        • No Data Message Tab
          • No Data Message Tab
      • Expressions
        • The “round(value, n)” Expression
        • 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 < Less Than Operator
        • The “<= Less Than or Equal to” Operator
        • The > Greater Than Operator
        • The “==” Equals Operator
        • The Grouping Operator “()”
        • The “Divide” Expression
        • The “Multiply” Expression
        • The “Minus” Expression
        • The “ADD” Expression
        • The “AND” Expression
        • Expressions, Operators, & Functions
    • Dynamic Fields
      • Dynamic Fields
    • Footnote Editor
      • Footnote X-Ray View
      • Import Variables & Columns
      • How to Create & Edit Footnotes
      • Footnote Editor Overview
    • Tenant Manager
      • Deployment Statuses
      • Deployment Processing & Error Logging
      • Review Artifacts
      • Tenant Manager Troubleshooting
      • Deploy Content Using the Assette Tenant Manager
      • Tenant Manager Overview
      • Tenants in the Tenant Manager
  • Data Blocks
    • Data Block Basics
      • Data Block Request Parameters
      • Data Block Categories
      • Data Block Basics
    • Account Master
      • Filtering the Account Master Using Account Codes
      • Account Master Data Block
    • Data Blocks by Category
      • Understanding Assette Data Blocks
      • 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
        • Asset Classes Local Data Block
        • Sub Accounts Client Database Data Block
        • Sub Accounts Local Database Data Block
        • Sector Schemes Data Blocks
        • Sectors Data Block
        • Currency Codes Data Blocks
        • Countries Data Block
        • Sub Accounts Data Block
        • As of Dates Data Block
        • Account Master Data Block
        • Product Master Data Block
        • System Data Blocks Overview
      • Sync Data Blocks
        • Country List Sync Data Block
        • Product Master Sync Data Block
        • Sync Data Block Overview
        • Attribute Type Values Sync Data Block
      • Source Data Blocks
        • Source Product Offer Countries Data Block
        • Source Sub-Accounts Relationship Data Block
        • Source List of Attribute Type Values Data Block
        • Source Product Master Extract Data Block
        • Source List of Currency Codes Data Block
        • Source Account Attributes Values Data Block
        • Source Extract Accounts Details Data Block
      • Transform Data Blocks
        • Assette Get Valid Periods Data Block
        • System Period Information Data Block
        • Assette Get Begin & End Date Data Block
        • Source Extract Accounts Details Data Block
      • 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
      • Configuration Data Blocks
        • Salesforce Settings Data Block
        • 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
        • Configuration Data Block Overview
    • Data Blocks by Functionality
      • Get Major Minor Ticker Data Block
  • Data Objects
    • Data Objects
    • Data Object X-Ray View
    • Introduction to Data Objects
  • Integrations
    • Connecting Salesforce with Assette
    • Snowflake
      • Source Account Attributes Values Data Block
      • Snowflake Integration
    • Aprimo
      • Modifying the Aprimo API Records Data Block
      • Inserting Content with Aprimo
      • Aprimo Image Library Data Block
      • Assette-Aprimo Integration Overview
      • Aprimo Thumbnail Image Library API Data Block
      • Aprimo Data Blocks
        • Aprimo API Post Order Data Block
        • Aprimo API Order Status
        • Image Content Data Block
        • Aprimo API Single Record Data Block
        • Aprimo Image Thumbnail Data Block
        • Aprimo API Records Data Block
  • Developer FAQ
    • How to Add a New Product to the Product Master
    • How to Add New Attributes to the Attribute Master
    • TLS Email Encryption via SendGrid
    • Data Block Cheat Sheet
    • Data Object Frequently Asked Questions (FAQ)
    • Tenant Manager Frequently Asked Questions (FAQ)
    • Why Can’t I Edit a Data Object?
    • Data Blocks Frequently Asked Questions (FAQ)
    • Period Codes
    • How Do I Log into Snowflake?
    • How Do Unit Tests Work in Assette?
    • Enable Assette Add-In in Case of Failure
    • Developer Tools FAQs
      • How to Display Different Values in the Account Code Dropdown in the Data Object Editor Preview
      • When and Why You See an Impact Change Message in the Developer Center
  • Tutorials
    • Creating a Correlation Matrix Table
    • Data Block Tutorials
      • Structuring Data for Time-Series Charts in PowerPoint
      • How to Cache Data Using Data Blocks
      • Creating a Certificate Data Block
      • Making Public API Calls Using Assette Data Blocks
      • Using Data Blocks to Make API Calls
    • Data Object Tutorials
      • Creating Dynamic Column Headings
  • Home
  • Docs
  • Users
  • Authoring Center
  • Smart Docs
  • Smart Docs

Smart Docs

2 min read

Smart Docs is a feature within Assette’s Authoring Tools that enables users to create reusable document templates by combining pre-configured Smart Pages into a structured layout. These templates are used to generate reports for specific accounts or products, adapting dynamically based on criteria such as “As of Date,” account, product, or even language.

Screenshot 2024 11 25 114219

Searching for Smart Pages #

Users can search for a Smart Page within the Smart Doc Editor by simply typing in the search bar located at the top of the page. If a user needs, they can also use the advanced search using additional Content Classifications by clicking on the filter icon.

image 200

Adding Smart Pages #

From the left side-panel, drag and drop the desired Smart Pages or individual slides into the workspace. Smart Pages can be added as entire groups or as individual slides, depending on your needs. If you wish to remove a page or slide, simply drag it back to the content bin or use the delete icon. Grouped slides remain together as a stack and can be moved collectively, while individually added slides can be adjusted separately.

Screenshot 2024 11 25 115249

Adding Sections #

To organize your Smart Doc, create sections by clicking “ADD SECTION.” Provide a unique name for the section and start arranging your content. You can reorder items within or between sections by dragging and dropping them. Use the icons in the section panel to rename or remove sections as needed.

Screenshot 2024 11 25 115540

Grouping and Anchoring Content #

You can group selected Smart Pages or slides by using the “Group” icon, enabling you to move or manage them as a single item. To anchor a page or group, use the “Anchor” icon, which prevents the content from being removed from the Smart Doc. Ungrouping or un-anchoring is just as simple, allowing flexibility as needed.

Screenshot 2024 11 25 115811

Adjust Data Settings #

Customize the data settings of individual Smart Shells within Smart Pages using the right-side panel of the editor. These settings can be locked to ensure consistency across outputs. Always click “COMMIT” after making changes to save your updates.

image 89

Table of Contents (TOC) #

Access the TOC settings to customize titles and layout for the entire document or individual sections and slides. You can add, edit, hide, or reorder titles, ensuring a polished structure for the final output. Internal titles added from the Assette Editor can be adjusted but not removed.

image 88

Content Classifications #

Smart Pages with restricted limitations automatically apply these limitations to the Smart Doc. This ensures that only compliant content is included and that outputs are generated for the appropriate accounts or products. You can view and adjust Content Limitations from the “Content Classifications” menu.

image 90

Smart Doc Settings #

Customize how each section is generated by accessing “Smart Doc Settings.” Options include specifying an “As of Date,” locale settings, or cloning sections for repeated use with different criteria. These configurations ensure that your document meets the specific needs of various outputs.

image 91

Preview with Data #

Before finalizing, preview the Smart Doc with real data to verify accuracy and formatting. Use the “Preview with Data” option from the editor or generation overlay, selecting specific sections or the entire document as needed.

image 93
image 92

Locking & Unlocking Settings #

Users can lock settings to prevent changes during output generation. There are two types of locking within a Smart Doc:

  1. Lock Entire Doc: This locks all settings within the Smart Doc, including settings
  2. Lock only Structure: This locks the section structure and Smart Page order.
Screenshot 2024 11 25 121956


Save and Publish #

Click “SAVE” in the upper right-hand corner to save the Smart Doc as a draft. If you want to make it available for generating outputs, click “PUBLISH.” Published Smart Docs can be further edited or saved under a different name for future use by selecting “Save as a copy.”

Screenshot 2024 11 25 122111

How to Create a Smart Doc
Still stuck? How can we help?

How can we help?

Updated on May 22, 2025
Page Index
  • Searching for Smart Pages
  • Adding Smart Pages
  • Adding Sections
  • Grouping and Anchoring Content
  • Adjust Data Settings
  • Table of Contents (TOC)
  • Content Classifications
  • Smart Doc Settings
  • Preview with Data
  • Locking & Unlocking Settings
  • Save and Publish
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Platform
  • Modules
  • AssetteAI
  • Who We Are
  • Who We Work With
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact
  • Blog
  • News
  • Events
  • Contact
X-twitter Linkedin Youtube

4 Faneuil Hall, 4th Floor
Boston, MA
02109 USA
Tel: +1.617.723.6161

Book a Demo
  • Privacy Policy
  • © 2025 Assette. All Rights Reserved
  • Powered By Artrivo (PVT) Ltd.