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Introduction to Data Documents

Data Documents are the foundational building blocks in AnyDB. They represent structured business records—like customer profiles, invoices, or tasks—and are organized in a dynamic, spreadsheet-like interface that’s intuitive yet powerful.

Each data document is created from a template, which defines its structure. This ensures consistency across records, enabling streamlined operations, reporting, and automation.

Creating a New Data Document​

You can create a new data document in two ways:

  • From one of the 100+ built-in templates
  • From scratch using a blank template

Steps to Create One from Scratch​

  1. Click the + Add button
  2. In the new item dialog, select “Data Document”
  3. A blank grid will appear. Click into the content area to begin editing.

You’ll see a spreadsheet-like layout, with columns (A, B, C...) and rows (1, 2, 3...). You can:

  • Click into cells to type content
  • Use arrow keys to navigate
  • Press Escape to exit edit mode and return to read-only view

🧠 Naming Data Documents​

Names are auto-generated, but can be manually edited or set using a formula.

Example:​

CONCAT("Customer - ", IF(A1, A1, "Not Set"))

Deleting Data Documents​

To delete a data document, click the ... menu in the top-right corner and select Remove.