What’s New
The Content Library is available inside both the Documents & Contracts editor and the Template editor.
You can use it to:
Save reusable content, including:
A single block (for example: signature tables or pricing cards)
An entire page with multiple elements
Drag and drop saved items anywhere in a document
Share library items across locations from Documents & Contracts → Templates → Content Library
Each saved item remains editable and reusable without rebuilding content from scratch.
How to Use
Create the Content You Want to Reuse
Create either:
A single block inside a document, or
A full page containing all elements you want to reuse
The content must already exist in the document editor before saving it to the library.
Save to Content Library
Save a Block
Hover over the block.
Click Add to Content Library.
Enter a name.
Save.
Save a Page
Open the page.
Click the ⋯ (hamburger menu).
Select Add to Content Library.
Enter a name.
Save.
The saved item is now available in the Content Library.
Reuse Content from the Library
Open a document or template.
Open the Content Library panel:
Left sidebar → Custom
Drag the saved block or page into the document.
The content is inserted instantly and can be edited after placement.
Share Content Across Locations
Go to Documents & Contracts → Templates → Content Library.
Find the item you want to share.
Click the ⋯ menu next to the item.
Select Share.
Choose the location(s) to share with.
The shared content becomes available in the selected locations’ Content Libraries.
Why We Built It
Speed
Assemble proposals and contracts in seconds.
Eliminate repetitive rebuilding of the same sections.
Consistency
Keep branding, layouts, and legal language uniform.
Reduce errors caused by manual copy-pasting.
Scale
Share best-practice components across locations.
Update and distribute reusable content efficiently.
FAQ
What types of content can be saved to the Content Library?
You can save either a single block (such as a pricing card or signature section) or an entire page containing multiple elements.
Where can I access the Content Library?
The Content Library is accessible from the left sidebar in the Documents & Contracts editor under Custom, and from Documents & Contracts → Templates → Content Library.
Can Content Library items be edited after inserting them?
Yes. Once a block or page is inserted into a document, it can be edited like any other content.
Can I share Content Library items with other locations?
Yes. Items can be shared by going to Documents & Contracts → Templates → Content Library, opening the item menu, and selecting Share.