# Documents & Contracts - Content Library

> Save reusable blocks and pages, drag-and-drop into documents, and share across locations to speed creation while keeping branding and terms consistent.

- Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-content-library
- Section: Documents & Contracts / Documents and Contracts
- Reading time: 3 min
- Images: 6, each explained below

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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.

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**TABLE OF CONTENTS**

-   [What is Content Library for Documents & Contracts?](#what-is-content-library-for-documents-and-contracts)[](#key-benefits-of-the-content-library-for-documents-and-contracts)
-   [Key Benefits of the Content Library for Documents & Contracts](#key-benefits-of-the-content-library-for-documents-and-contracts)[](#how-to-set-up-and-use-the-content-library)
-   [How to Set Up and Use the Content Library](#how-to-set-up-and-use-the-content-library)[](#step-1-create-a-new-document-or-open-a-template)
    -   [Step 1: Create a new document or open a template](#step-1-create-a-new-document-or-open-a-template)[](#step-2-save-to-the-library)
    -   [Step 2: Save to the library](#step-2-save-to-the-library)[](#step-3-reuse-the-item)
    -   [Step 3: Reuse the item](#step-3-reuse-the-item)[](#step-4-share-across-locations-optional)
    -   [Step 4: Share across locations (optional)](#step-4-share-across-locations-optional)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **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.

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## **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.
    

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## **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 1: Create a new document or open a template (image 1 of 6)](https://jumpshare.com/share/xiLiY04tIUzr15FGEHq9+/GIF+Recording+2025-10-23+at+7.35.54+PM.gif)

**Step 1: Create a new document or open a template (image 1 of 6)**

This animation appears in the "Step 1: Create a new document or open a template" section of "Documents & Contracts - Content Library". The text alongside this image reads: Navigate to Payments > Documents & Contracts > All Documents & Contracts. Click + New > New Document. The navigation path used here is Payments > Documents. Immediately after, the guide continues: Add blocks (text, images, pricing, signatures) or design a full page. For a block: hover the block → Add to Content Library. For a page: open the page → ⋯(three dots) → Add to Content Library. Name the item clearly and click on Add to….

- Path: Payments > Documents
- Where to go: Navigate to Payments > Documents & Contracts > All Documents & Contracts. Click + New > New Document.
- Controls: + New > New Document
- Next: Add blocks (text, images, pricing, signatures) or design a full page. For a block: hover the block → Add to Content Library. For a page: open the page → ⋯(three dots) → Add to Content Library. Name the item clearly and click on Add to Content Library.

Full procedure:

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 2: Save to the library (image 2 of 6)](https://jumpshare.com/share/puJGGkQ3cy2LKuG6sq4M+/GIF+Recording+2025-10-23+at+7.41.10+PM.gif)

**Step 2: Save to the library (image 2 of 6)**

This animation appears in the "Step 2: Save to the library" section of "Documents & Contracts - Content Library". The text alongside this image reads: Add blocks (text, images, pricing, signatures) or design a full page. For a block: hover the block → Add to Content Library. For a page: open the page → ⋯(three dots) → Add to Content Library. Name the item clearly and click on Add to Content Library. Immediately after, the guide continues: In the editor, click on Content Library → Custom. Drag and drop the saved block or page into your document. Customize text, variables, or pricing as needed.
- What to click: Add blocks (text, images, pricing, signatures) or design a full page. For a block: hover the block → Add to Content Library. For a page: open the page → ⋯(three dots) → Add to Content Library. Name the item clearly and click on Add to Content Library.
- Controls: block, Add to Content Library, page, ⋯(three dots)
- Next: In the editor, click on Content Library → Custom. Drag and drop the saved block or page into your document. Customize text, variables, or pricing as needed.

Full procedure:

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 3: Reuse the item (image 3 of 6)](https://jumpshare.com/share/cjt7t8uMnrgX1M5xloIL+/GIF+Recording+2025-10-23+at+7.44.47+PM.gif)

**Step 3: Reuse the item (image 3 of 6)**

This animation appears in the "Step 3: Reuse the item" section of "Documents & Contracts - Content Library". The text alongside this image reads: In the editor, click on Content Library → Custom. Drag and drop the saved block or page into your document. Customize text, variables, or pricing as needed. Immediately after, the guide continues: Go to Payments. Hover on Documents & Contracts. Click on Templates. Click on Content Library. Click ⋯(three dots) next to an item → Share. Choose the location and click on Share.
- What to click: In the editor, click on Content Library → Custom. Drag and drop the saved block or page into your document. Customize text, variables, or pricing as needed.
- Controls: Content Library →, Custom, Drag, drop
- Next: Go to Payments. Hover on Documents & Contracts. Click on Templates. Click on Content Library. Click ⋯(three dots) next to an item → Share. Choose the location and click on Share.

Full procedure:

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**.
    
    
![Step 4 of 6: Click on Content Library](https://jumpshare.com/share/nGZ87YzhSazP6n8zgM2j+/Screenshot+2025-10-23+at+7.51.37%E2%80%AFPM.png)

**Step 4 of 6: Click on Content Library**

This screenshot accompanies step 4 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - Content Library". At this point in the walkthrough you click on Content Library. For context, this section explains: Go to Payments. Hover on Documents & Contracts. Click on Templates. Click on Content Library. Click ⋯(three dots) next to an item → Share. Choose the location and click on Share. The next step is to click ⋯(three dots) next to an item → Share.
- What to click: Click on Content Library.
- Controls: Content Library, Documents & Contracts., Templates., ⋯(three dots), Share., Share
- Next: Click ⋯(three dots) next to an item → Share.

Full procedure:

1. Go to Payments.
2. Hover on Documents & Contracts.
3. Click on Templates.
4. Click on Content Library.  <- this image
5. Click ⋯(three dots) next to an item → Share.
6. Choose the location and click on Share.

    
5.  Click **⋯(three dots)** next to an item → **Share.**
    
    
![Step 5 of 6: Click ⋯(three dots) next to an item → Share](https://jumpshare.com/share/eNGFWGNKoQAvrwDj5QBa+/Screen+Shot+2025-10-23+at+8.00.36+PM.png)

**Step 5 of 6: Click ⋯(three dots) next to an item → Share**

This screenshot accompanies step 5 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - Content Library". At this point in the walkthrough you click ⋯(three dots) next to an item → Share. The next step is to choose the location and click on Share.
- What to click: Click ⋯(three dots) next to an item → Share.
- Controls: ⋯(three dots), Share., Documents & Contracts., Templates., Content Library, Share
- Next: Choose the location and click on Share.

Full procedure:

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.  <- this image
6. Choose the location and click on Share.

    
6.  Choose the location and click on **Share**.
    
    
![Step 6 of 6: Choose the location and click on Share](https://jumpshare.com/share/kRKSuKVzVdEb7dZqbvr6+/Screen+Shot+2025-10-23+at+8.02.44+PM.png)

**Step 6 of 6: Choose the location and click on Share**

This screenshot accompanies step 6 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - Content Library". At this point in the walkthrough you choose the location and click on Share. For context, this section explains: Go to Payments. Hover on Documents & Contracts. Click on Templates. Click on Content Library. Click ⋯(three dots) next to an item → Share. Choose the location and click on Share.
- What to choose: Choose the location and click on Share.
- Controls: Share, Documents & Contracts., Templates., Content Library, ⋯(three dots), Share.

Full procedure:

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.  <- this image

    

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## **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.

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## **Related Articles**

-   [How to use Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-documents-contracts)
    
-   [How to Share Documents & Contracts Templates](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-share-documents-and-contracts-templates) 
    
-   [Create and Send Document or Contract Templates Automatically in a Workflow](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-create-and-send-document-or-contract-templates-automatically-in-a-workflo) 
    
-   [How to Track Activity for Documents and Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-track-activity-for-documents-and-contracts)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com