Creating contracts, proposals, or any important documents can take more time than it should. What if you could save your favorite sections once and easily reuse them whenever you need? This guide will help you learn how to manage reusable content blocks to speed up document creation and keep everything consistent.
📌 Why This Matters
As a small business owner, you often create similar documents with recurring sections like pricing, terms, or signatures. Reusing content helps you:
- Save time by not rebuilding each section from scratch.
- Maintain consistency in your branding, terms, and layout.
- Keep everything organized and easy to update.
✨ What’s New
- Content Library in Documents & Contracts Editor: Easily save parts of a document or a full page as reusable templates.
- Drag & Drop Functionality: Place saved blocks anywhere within your documents with a quick drag and drop.
- Shared Library: Access and share your saved blocks and templates across different document locations for seamless consistency.
🛠️ How to Use It
- Create your reusable content: Build the block or entire page you want to reuse—for example, a pricing table or signature section.
- Save it to your Content Library:
- For a block: Hover over the block and click Add to Content Library.
- For a full page: Open the page, click the menu (⋯), then select Add to Content Library.
Give your saved content a clear name and save it.
- Reuse it: Open your Content Library panel (usually on the left sidebar under Custom), then drag the saved block or page into your current document where needed.
- Share across locations: To use your saved content in other document collections, go to Documents & Contracts → Templates → Content Library, click the menu (⋯) next to an item, select Share, and choose the location to share with.
💡 Pro Tip
Create reusable content blocks for your most frequently used contract sections or pricing tables to reduce your admin time and stay professional, helping you focus more on growing your business.
