> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How-to Guides | Official Documentation to User Guides

> Step-by-step guidance for how to guides using Collate. Learn key actions, features, and best practices.

# How-to Guides

The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in Collate. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.

## Agentic Metadata Management

Use LLMs and GenAI agents for automation and intelligent data management within Collate

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  <Card icon="https://mintcdn.com/collatedocs/Q1OIJhF378waLn75/public/images/icons/mcp.svg?fit=max&auto=format&n=Q1OIJhF378waLn75&q=85&s=f3089b9cd88a1bf5c16e530a087e4f29" title="MCP Server" href="/collate-ai/mcp" horizontal width="40" height="40" data-path="public/images/icons/mcp.svg">
    Enable AI agent communication with metadata to add context and take intelligent and automated action
  </Card>
</Columns>

## Features in Collate

Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around reliable data, and build a documentation-first data culture in the organization.

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  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-contracts.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=6f478779e9e9685874f97bc1e63a0619" title="Data Contracts" href="/how-to-guides/data-contracts" horizontal width="40" height="40" data-path="public/images/icons/data-contracts.svg">
    Formalize agreements that keep data consumers and producers aligned.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-discovery.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=24f61a146cd6c893a16bc658d9880181" title="Data Discovery" href="/how-to-guides/data-discovery" horizontal width="40" height="40" data-path="public/images/icons/data-discovery.svg">
    Discover the right data assets to make timely business decisions.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-collaboration.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=04f2535c487596c3eca337bc0a2b5bd2" title="Data Collaboration" href="/how-to-guides/data-collaboration" horizontal width="40" height="40" data-path="public/images/icons/data-collaboration.svg">
    Foster data team collaboration to enhance data understanding.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-quality.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=7b7fdb1b6e02c5de0a5bbbd5932ca7af" title="Data Quality & Observability" href="/how-to-guides/data-quality-observability" horizontal width="40" height="40" data-path="public/images/icons/data-quality.svg">
    Trust your data with quality tests & monitor the health of your data systems.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-lineage.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=33743bf46e8806ddf3a85fb1b90a34a0" title="Data Lineage" href="/how-to-guides/data-lineage" horizontal width="40" height="40" data-path="public/images/icons/data-lineage.svg">
    Trace the path of data across tables, pipelines, and dashboards.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-insights.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=5768900aa2cd1892a8e59f9bad476fa2" title="Data Insights" href="/how-to-guides/data-insights" horizontal width="40" height="40" data-path="public/images/icons/data-insights.svg">
    Define KPIs and set goals to proactively hone the data culture of your company.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-governance.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=1c38abd48996ea0b9524bc399c93ac46" title="Data Governance" href="/how-to-guides/data-governance" horizontal width="40" height="40" data-path="public/images/icons/data-governance.svg">
    Enhance your data platform governance using Collate.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/Q1OIJhF378waLn75/public/images/icons/queryrunner.svg?fit=max&auto=format&n=Q1OIJhF378waLn75&q=85&s=7f8cd4662e65cdaa3e7bb23288cd0168" title="SQL Studio" href="/how-to-guides/sql-studio" horizontal width="25" height="25" data-path="public/images/icons/queryrunner.svg">
    Execute SELECT queries directly against your database services from a unified interface with secure authentication.
  </Card>
</Columns>

## Quick Start Guides

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  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/admin-guide.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=7330d7133d5399274538d4d3ae26b2a0" title="Admin Guide" href="/how-to-guides/admin-guide" horizontal width="40" height="40" data-path="public/images/icons/admin-guide.svg">
    Admin users can get started with Collate with just three quick and easy steps & know-it-all with the advanced guides.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/collate-support.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=ce562d70a324c34b4ffdea4461ee7394" title="Collate Customer Support" href="/how-to-guides/collate-customer-support" horizontal width="40" height="40" data-path="public/images/icons/collate-support.svg">
    Explore Collate Support Guides to learn how to open support tickets, manage users, assign roles, and control access in the Collate Portal.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/yvgGxaeRR5RwtQo6/public/images/icons/data-user.svg?fit=max&auto=format&n=yvgGxaeRR5RwtQo6&q=85&s=8d998975d58e4289b32858f469b9f4b1" title="Guide for Data Users" href="/how-to-guides/guide-for-data-users" horizontal width="40" height="40" data-path="public/images/icons/data-user.svg">
    Get to know the basics of Collate and about the data assets that you can explore in the all-in-one platform.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/Q1OIJhF378waLn75/public/images/icons/sso.svg?fit=max&auto=format&n=Q1OIJhF378waLn75&q=85&s=a44532441edb43ac1855285b981435f2" title="SSO" href="/how-to-guides/sso" horizontal width="40" height="40" data-path="public/images/icons/sso.svg">
    Know how to configure SSO in collate for security reasons.
  </Card>
</Columns>

<div className="getting-started-container">
  ## How Collate helps Data Teams?

  Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around data, and build a documentation-first data culture in the organization.

  * Centralized, **Single Source of Truth** for all your metadata.

  * **[Discover](/how-to-guides/data-discovery)** the right assets in time and reduce dependencies.

  * Foster **[Team Collaboration](/how-to-guides/data-collaboration)** with conversations, tasks, announcements, and alerts in real time.

  * Build trust in your data with **[Data Quality Tests](/how-to-guides/data-quality-observability)** to ensure completeness and accuracy.

  * Track your data evolution with end-to-end **[Data Lineage](/how-to-guides/data-lineage)**.

  * Secure access to sensitive data by defining **[Roles and Policies](/how-to-guides/admin-guide/roles-policies)**.

  * Enhance organizational **[Data Culture](/how-to-guides/data-insights)** to gain crucial insights to drive innovation.

  * Define your **[Glossary](/how-to-guides/data-governance/glossary)** to build a common understanding of terms within your organization.

  * Implement **[Data Governance](/how-to-guides/data-governance)** to maintain data integrity, security, and compliance.
</div>
