Reusable blocks make up a document template. They can be used across all templates. When you update a block, any other template that uses that block will also be updated.

This way, if you have a block, for example, a signature block, if you update it once, you do not have to go into each template and update it again - it will do it automatically.

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1. On the sidebar menu, navigate to "Templates" > select a template or create a new one, then click on "Add Block" and then "Create and Add a New Block." Name the new block.

2. Add text and merge fields.

Merge Fields are information that is automatically pulled relating to the contact. For example, "Client First Name" would pull the contact's first name. If you add a merge field for a topic, any note under a contract labeled under that topic (ex., General, Tax, Investments) will appear in this document.

3. You can apply formatting (ex., color, bold, bullet, etc.) to any text or merge field on the block, insert images and tables. Save block.

4. To add an existing block to a document template, navigate to "Manage Block," select the desired template, and "Add block." Select the one you want and click "Add block."

Related Links: How to Create and Edit a Document Template

5. You can arrange a block order by dragging them.

6. Edit the block by clicking on it.

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Tips

1. You can change the order of blocks on the document template by dragging them up and down.
   
2. It is possible to add new blocks and edit or delete them on the document template screen. You are not limited in the number of blocks you add.
   
3. You can apply formatting (ex. color, bold, bullet, etc.) to any text or merge field on the block, insert images and tables