Who This Is For / When to Use
This feature is for users who create proposals, contracts, or documents repeatedly and want faster setup, consistent layouts, and shared components across teams or locations.
What the Content Library Is
The Content Library is a reusable storage area inside the Documents & Contracts editor where saved blocks or full pages can be dragged into any document or template.
The library supports both single blocks (such as signature tables or pricing sections) and entire page layouts, enabling consistent reuse without rebuilding content.
What You Can Save to the Content Library
Users can save individual blocks or complete pages as reusable content items.
Saved items can include:
Signature blocks
Pricing tables or cards
Branded content sections
Full proposal or contract pages
Each saved item appears under the Custom tab in the Content Library.
How to Save a Block to the Content Library
A single block can be saved directly from the document editor.
Hover over the block you want to reuse.
Click Add to Content Library.
Enter a content name.
Click Add to Content Library to save.
The block becomes available immediately in the Content Library panel.
How to Save an Entire Page to the Content Library
Full pages can be saved when multiple elements need to be reused together.
Open the page you want to reuse.
Click the ⋯ (three-dot) menu for the page.
Select Add to Content Library.
Name the content and save.
The full page layout is stored as a single reusable item.
How to Reuse Saved Content in a Document
Saved content can be reused in any document or template using drag and drop.
Open a document or template.
Open the Content Library from the left sidebar.
Select the Custom tab.
Drag the saved block or page into the document.
The content is inserted exactly as saved.
How to Share Content Library Items Across Locations
Library items can be shared so multiple locations can use the same content.
Go to Documents & Contracts → Templates → Content Library.
Click the ⋯ menu next to a content item.
Select Share.
Choose the destination location.
The shared content becomes available in the target location’s Content Library.
Why Use the Content Library
The Content Library improves document workflows by reducing repetition and errors.
Key benefits include:
Speed: Build proposals and contracts in seconds using prebuilt sections.
Consistency: Maintain uniform branding, layouts, and legal language.
Scale: Distribute approved components across all locations with one action.
Common Issues and Fixes
Saved content does not appear in the editor
Ensure the item was saved successfully and that the Custom tab is selected in the Content Library.
Shared content is not visible in another location
Confirm the correct location was selected during sharing and that the user has access permissions.