Content Library for Documents & Contracts lets you save reusable building blocks—like signature tables, pricing sections, and full pages—so teams can assemble polished proposals and contracts in minutes. This guide explains what it is, why it matters, and exactly how to use it.

TABLE OF CONTENTS

• What is Content Library for Documents & Contracts?
• Key Benefits of the Content Library for Documents & Contracts
• How to Set Up and Use the Content Library
  • Step 1: Create a new document or open a template
  • Step 2: Save to the library
  • Step 3: Reuse the item
  • Step 4: Share across locations (optional)
• Frequently Asked Questions
• Related Articles

What is Content Library for Documents & Contracts?

The Content Library is a centralized set of reusable components inside the Documents & Contracts editor and the template editor. You can save either a single block (for example, a pricing card or signature table) or an entire page, then drag and drop those saved items into new templates or documents, ensuring consistency and speed.

Key Benefits of the Content Library for Documents & Contracts

Understanding the value helps you adopt the feature effectively. Below are the primary ways the Content Library improves throughput, brand consistency, and operational scale for agencies and teams.

• Speed: assemble proposals and contracts in seconds by reusing prebuilt blocks or full pages.
  
  

• Consistency: enforce uniform branding, terms, layouts, and structure across teams and clients.
  
  

• Scale: distribute best-practice components to every location with a single share action.
  
  

• Quality control: promote vetted components to the library so editors start from approved content.
  
  

• Lower training overhead: new team members can build quickly from a curated set of components.

How to Set Up and Use the Content Library

Proper setup ensures your library items are clean, reliable, and ready for fast reuse by the whole team.

Step 1: Create a new document or open a template

1. Navigate to Payments > Documents & Contracts > All Documents & Contracts.
   
   

2. Click + New > New Document.

Step 2: Save to the library

1. Add blocks (text, images, pricing, signatures) or design a full page.
   
   

2. For a block: hover the block → Add to Content Library.
   
   

3. For a page: open the page → ⋯(three dots) → Add to Content Library.
   
   

4. Name the item clearly and click on Add to Content Library.

Step 3: Reuse the item

1. In the editor, click on Content Library → Custom.
   
   

2. Drag and drop the saved block or page into your document.
   
   

3. Customize text, variables, or pricing as needed.

Step 4: Share across locations (optional)

1. Go to Payments.
   
   

2. Hover on Documents & Contracts.
   
   

3. Click on Templates.
    

4. Click on Content Library.
   
   
   
   

5. Click ⋯(three dots) next to an item → Share.
   
   
   
   

6. Choose the location and click on Share.
   
   

Frequently Asked Questions

Q: Where do recipients find items I’ve shared to a location? 

Recipients access shared items from Documents & Contracts > Templates > Content Library.

Q: Can I rename or delete library items later?

Yes. Manage items from Documents & Contracts → Templates → Content Library.

Q: Does using library items affect my workflows or notifications?

No. Workflows, triggers, and notifications continue to function based on templates and document status as configured.

Q: Are there limits on how many items I can save?

No.

Related Articles

• How to use Documents & Contracts
  
  

• How to Share Documents & Contracts Templates 
  
  

• Create and Send Document or Contract Templates Automatically in a Workflow 
  
  

• How to Track Activity for Documents and Contracts