Documents & Contracts: Content Library

Creating professional documents like proposals, contracts, and agreements often involves repeating similar content — signature sections, pricing tables, disclaimers, and brand-styled layouts. The Content Library feature within the Documents & Contracts editor is designed to solve this by allowing you to save and reuse content effortlessly. Whether you’re working solo or managing multiple locations and teams, this tool helps maintain consistency, speed up creation, and scale your workflow efficiently.

This article walks you through the key benefits, how to use the feature, and practical tips to help you get the most out of the Content Library.

Key Features and Benefits

• Save Any Element or Full Page: Store individual blocks (like pricing cards or signature sections) or entire pages for future reuse.
• Drag-and-Drop Simplicity: Instantly insert saved content into any document or template with intuitive drag-and-drop controls.
• Faster Document Assembly: Eliminate repetitive work by quickly assembling documents using pre-saved, brand-aligned content.
• Consistency Across Documents: Ensure all teams use the same legal language, formatting, and branding elements.
• Scalable Content Management: Share and update templates across an entire organization to maintain quality control.

How to Use the Content Library

Step 1: Create or Select the Content to Save

• You can save a single block (e.g., a pricing section, signature table) or all elements on a page.
• Build your content as you normally would in the document or template editor.

Step 2: Save to the Content Library

• For a block:
  -Hover over the desired block.
  -Click “Add to Content Library”.

• For a page:

  -Click the ”⋯” menu in the top-right corner of the page.
  -Select “Add to Content Library”.

 -Assign a name to your saved content for easy identification.

 -Click Save.

Step 3: Reuse Saved Content

• Open a new or existing document or template.
• From the left sidebar, go to Custom under the Content Library panel.

• Drag and drop your saved block or page into the desired section of the document.

Step 4: Share Library Items Across Locations

• Navigate to Documents & Contracts → Templates → Content Library.
• Find the saved item, click the ”⋯” menu next to it, and choose Share.

• Select the locations you want to share the item with.
• The item is now available across those locations for consistent document creation.

FAQs

Question: Can I update a saved content block later?

Answer: Yes. Simply make the changes in the editor, save the updated version to the library under the same or a new name, and re-share if needed.

Question: Will sharing content overwrite what other locations have?

Answer: No. Shared content is added to the other location’s library without affecting their existing content. They can choose whether or not to use it.

Question: Is there a limit to how many blocks or pages I can save?

Answer: There is typically no enforced limit, but it’s best to organize and name items efficiently for ease of use.

Question: Can I remove a saved item from the library?

Answer: Yes. Go to the Content Library, click the ”⋯” menu next to the item, and select Delete. This will remove it from your current view, but won’t delete it from other shared locations unless done manually.

Question: What happens if I accidentally drag the wrong item into a document?

Answer: You can easily delete or replace the inserted block or page without affecting the original saved content in your library.

Question: Can I organize my saved content into folders or categories?

Answer: Currently, the Content Library doesn’t support folders or categories for organization. However, naming your saved content clearly and consistently will help you locate and reuse items quickly.

Question: Can I use the Content Library with templates across different teams or locations?

Answer: Yes. You can share saved content with different teams or locations by navigating to Documents & Contracts → Templates → Content Library, finding the saved item, and using the “Share” option. This ensures that everyone has access to consistent content for document creation, regardless of their location or team.

Question: What types of content can I save to the Content Library?

Answer: You can save individual elements such as blocks (e.g., pricing cards or signature sections) or even entire pages for future reuse.

Question: If I delete a block from the Content Library, will it disappear from documents I’ve already sent to clients?

Answer: No. Deleting an item from the library only removes it as an option for future use. Any documents or templates that already contain that content will remain unchanged.

Question: Does the Content Library support a folder structure for organizing my blocks?

Answer: Currently, the Content Library does not support folders or categories. To keep things organized, it is highly recommended to use a clear and consistent naming convention for every item you save.