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Documents & Contracts

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.

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On this page
  1. Key Benefits of the Content Library for Documents & Contracts
  2. How to Set Up and Use the Content Library
  3. Step 1: Create a new document or open a template
  4. Step 2: Save to the library
  5. Step 3: Reuse the item
  6. Step 4: Share across locations (optional)
  7. Frequently Asked Questions
  8. Related Articles

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?

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 1: Create a new document or open a template (image 1 of 6) What this shows Navigate to Payments > Documents & Contracts > All Documents & Contracts. What this shows Illustrates the "Step 1: Create a new document or open a template" section of "Documents & Contracts - Content Library". 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 > DocumentsImage 1 of 6 Where to goNavigate to Payments > Documents & Contracts > All Documents & Contracts. Click + New > New Document.
Buttons and menus referenced + New > New Document
Next stepAdd 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.
All 2 steps in this 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) What this shows Add blocks (text, images, pricing, signatures) or design a full page. What this shows Illustrates the "Step 2: Save to the library" section of "Documents & Contracts - Content Library". 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. Image 2 of 6 What to clickAdd 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.
Buttons and menus referenced blockAdd to Content Librarypage⋯(three dots)
Next stepIn 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.
All 4 steps in this 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) What this shows In the editor, click on Content Library → Custom. What this shows Illustrates the "Step 3: Reuse the item" section of "Documents & Contracts - Content Library". 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. Image 3 of 6 What to clickIn 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.
Buttons and menus referenced Content Library →CustomDragdrop
Next stepGo 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.
All 3 steps in this 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 What this shows Step 4 of 6: Click on Content Library. What this shows Shows what to click for step 4 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - 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. Step 4 of 6Image 4 of 6 What to clickClick on Content Library.
    Buttons and menus referenced Content LibraryDocuments & Contracts.Templates.⋯(three dots)Share.Share
    Next stepClick ⋯(three dots) next to an item → Share.
    All 6 steps in this 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 What this shows Step 5 of 6: Click ⋯(three dots) next to an item → Share. What this shows Shows what to click for step 5 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - Content Library". 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. Step 5 of 6Image 5 of 6 What to clickClick ⋯(three dots) next to an item → Share.
    Buttons and menus referenced ⋯(three dots)Share.Documents & Contracts.Templates.Content LibraryShare
    Next stepChoose the location and click on Share.
    All 6 steps in this 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 What this shows Step 6 of 6: Choose the location and click on Share. What this shows Shows what to choose for step 6 of 6 in the "Step 4: Share across locations (optional)" section of "Documents & Contracts - Content Library". 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. Step 6 of 6Image 6 of 6 What to chooseChoose the location and click on Share.
    Buttons and menus referenced ShareDocuments & Contracts.Templates.Content Library⋯(three dots)Share.
    All 6 steps in this 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

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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