Guides related to Reusable Content
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Create a Static Snippet Help Guide
A Snippet is a reusable portion of a Word document, such as text or images, that cannot be automated but ensures consistent formatting and content across multiple templates. Snippets are created by saving a Word document as a .docx file, uploading it into the Snippet builder, and managing them through folders for easy organisation and updates. Once inserted into templates via the Word Add-In, any change made to the core Snippet automatically updates all templates where it is used, streamlining maintenance and ensuring accuracy.
Build a Simple Section Block Help Guide
A Section Block is a reusable set of sections that can be imported into multiple forms, carrying with it any conditional rules, logic, contact mapping, and role mapping, so builders only need to create it once. Section Blocks are created and managed in Application Settings with their own folder structure, and any updates made to the block automatically apply across all forms where it is used. When imported into a form, Section Blocks appear with a mint green background, cannot be edited directly in the form, and can also be paired with Content Blocks to generate reusable parts of Word templates.
Create a Simple Content Block Help Guide
A Content Block is a reusable portion of a Word document, static or automated, that ensures consistency across multiple templates and must be linked to a Section Block to function. They can be used for standard elements like logos, correspondence shells, or schedules, and once automated with fields or rules, are uploaded to the Section Block, tested, and published. Content Blocks are then inserted into templates via the Word Add-In as purple content controls, and any updates to the core block are reflected across all documents that use it, streamlining maintenance and accuracy.