Generate a personalized guide
Learn how to generate a personalized guide with Reltio Docs for You.
Reltio Docs for You builds a guide by asking about your role, your goal, your learning style, and your familiarity with Reltio, then searching the official Reltio documentation for the sections most relevant to your answers.
Prerequisites
Before you begin:
-
You must be signed in to Reltio Docs for You. For sign-in steps, see Sign in to Reltio Docs for You.
- Select GET STARTED on the landing page.
Alternatively, you can select Create your guide at the bottom of the How it works section.
- On the YOUR ROLE step, select the option that best matches your role.
If none of the roles fit yours, select Other / Not sure. A text box appears where you can describe your role.
- On the YOUR GOAL step, select a category, then describe your goal in the text box.
- On the LEARNING STYLE step, select one of the learning styles available.
A description of each learning style appears below its name.
- On the EXPERIENCE step, select the option that better represents your familiarity with Reltio.
You can also enter additional context in the Anything else we should know? text box.
Result
Your generated guide opens.
The guide page shows a status bar reading "Your guide is ready" and four buttons:
| Button | What it does |
|---|---|
| Regenerate | Produces a new version of the guide using the same role, goal, learning style, and experience answers, without repeating the wizard. |
| Copy link | Copies the guide's link to your clipboard so you can share it with others. Only users with a Reltio tenant ID and valid credentials can open the link. |
| DOWNLOAD. MD | Downloads the guide in Markdown format. |
| PRINT / SAVE AS PDF | Opens the browser wizard for printing and saving files. |
At the end of the guide Reltio Docs for You gives you the option to leave feedback on the current guide. To rate your guide, see Give feedback on a generated guide.