Documents & Contracts: Content Library for Ease of Document Creation

Modified on Tue, 9 Sep at 8:06 AM

What’s new?
  • Content Library inside the Documents & Contracts editor and template editor.
Screenshot 2025-09-02 at 19
  • Save your own reusable pieces - from a single block (e.g., signature table, pricing cards) or even all elements on a page.
  • Drag & drop saved items anywhere in a document.
  • Share library items across locations from Documents & Contracts → Templates → Content Library.
How to use?
  • Create the block OR place all elements on a page you want to reuse.
Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19
  • Save to library
  • For a block: hover the block and click Add to Content Library.
  • For a page: open the page -> "⋯" Hamburger menu → Add to Content Library.
  • Give it a name and save.
Screenshot 2025-09-02 at 19
  • Reuse it: open the Content Library panel (left sidebar → Custom) and drag the saved block/page anywhere on the document.
Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19
  • Share it across locations: Go to Documents & Contracts → Templates → Content Library, click the ⋯ next to an item → Share, then select the location.
Screenshot 2025-09-02 at 19
Screenshot 2025-09-02 at 19
Why we built it?
  • Speed: assemble proposals, contracts in seconds - no more rebuilding the same sections.
  • Consistency: keep branding, terms, and layouts uniform across teams and clients.
  • Scale: distribute best-practice components to every location with one share.

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