Content Library

Content Library helps you to reuse frequently used document sections—like Terms & Conditions, policy texts, legal clauses, or any repeatable content—across multiple templates

Creating a Content Block

1. Navigate to Content Library from the dashboard.

2. Click on Create Content Block.

3. Select your preferred content block type. You can upload a Word document or create an Online Builder template. These content blocks can include merge tokens in it.

4. Set a unique Key Name. This will be used to reference the content block in your templates.

The Key Name can only be set when creating the content block and cannot be changed later.

Refer the Content Block in Templates

• In any template, use the following syntax to embed the content: {{content_block "your_key_name"}}

• At the time of document generation, the content from the referenced content block will be included inline.

Example Use Case

Let’s say you often include the same Terms and Conditions section in your Quotes and Proposals

• You can save that as a content block in the Content Library and set a unique Key Name (e.g., tnc) to reuse it across templates.

Creating a Content Block

• To include this content block in your templates, use the following syntax:

  {{content_block "tnc"}}

Referring the content block in templates

• Any updates to "Terms and conditions" in the Content Library will automatically reflect across all templates where it’s used—without having the need to edit each template individually.

Supported Actions on Content Block

• View linked templates: Click the chevron (>) before to the content block name to view the list of linked templates.

• Copy: Duplicate a content block with a different Key Name.

• Share: Share access to a content block with Members in the same workspace.

• Edit: Allows to edit the Name and Description of the content block.

• Delete: Deletes the content block permanently.

You can only delete a content block if it is not used in any templates.

Supported Template Types

This feature is supported for:

• Online Builder Templates

• Word (DOCX) Templates

Note: Content blocks can only be inserted in Templates. A Content block cannot be inserted in another Content block

When to Use the Content Library

Content Library is useful when:

• There's recurring content across templates (e.g., legal disclaimers or product descriptions).

• You want to manage and update shared content in one place.