How to Add and Edit Blocks

How to Add and Edit Blocks

What you can do: Create Reusable Blocks

Reusable blocks are what 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. 


How - Step by step directions:

1. On the sidebar menu, navigate to "Templates" > "Reusable Blocks" > "Create Reusable 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 first name. If you add a merge field for a topic, any note under a contact that is labeled under that topic (ex. General) will then 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 a block to a document template, navigate to "Templates," select the desired template, "Add block." A pop-up will appear of your existing blogs. Select the one you want and click "Add block." 





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




6. Edit the block by clicking on it.

Note: Changing the block will also edit it on any other template the block is present on.




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, edit or delete blocks 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.

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