Content Library for Documents & Contracts
The Content Library lets you save reusable building blocks—like signature tables, pricing sections, and full pages—so you can assemble polished enrollment agreements and contracts in minutes. This guide explains what it is, why it matters, and exactly how to use it.
Table of Contents
- What is the Content Library?
- Key Benefits
- How to Set Up and Use the Content Library
- Frequently Asked Questions
What is the Content Library?
The Content Library is a centralized set of reusable components inside your Documents & Contracts editor. You can save either a single block (like a pricing table or signature field) or an entire page, then drag and drop those saved items into new templates or documents. This ensures consistency and saves you time when creating enrollment agreements, tuition contracts, and parent handbooks.
Key Benefits of the Content Library
Understanding the value helps you adopt this feature effectively. Here's how the Content Library improves speed, brand consistency, and operational efficiency for your childcare center.
Speed
Assemble enrollment agreements and contracts in seconds by reusing prebuilt blocks or full pages. No more copying and pasting from old documents.
Consistency
Enforce uniform branding, terms, layouts, and structure across your team. Every enrollment agreement looks professional and includes all required clauses.
Scale
If you manage multiple locations, distribute best-practice components to every site with a single share action.
Quality Control
Promote vetted components to the library so your team always starts from approved, legally-reviewed content.
Lower Training Overhead
New staff members can build enrollment documents quickly from a curated set of components, without reinventing the wheel.
How to Set Up and Use the Content Library
Proper setup ensures your library items are clean, reliable, and ready for fast reuse by your whole team.
Step 1: Create a New Document or Open a Template
- Navigate to Payments → Documents & Contracts → All Documents & Contracts.
- Click + New → New Document.
Step 2: Save to the Library
- Add blocks to your document (text, images, pricing tables, signature fields) or design a full page.
- For a single block: Hover over the block and click Add to Content Library.
- For a full page: Open the page menu (three dots) and select Add to Content Library.
- Name the item clearly (for example, "Tuition Pricing Table" or "Parent Signature Block") and click Add to Content Library.
Step 3: Reuse the Item
- In the editor, click Content Library → Custom.
- Drag and drop the saved block or page into your document.
- Customize text, variables, or pricing as needed for the specific family.
Step 4: Share Across Locations (Optional)
If you manage multiple childcare locations, you can share library items across all sites.
- Go to Payments.
- Hover on Documents & Contracts.
- Click on Templates.
- Click on Content Library.
- Click the three dots next to an item and select Share.
- Choose the location and click Share.
Frequently Asked Questions
Where do recipients find items I've shared to a location?
Recipients access shared items from Documents & Contracts → Templates → Content Library.
Can I rename or delete library items later?
Yes. Manage items from Documents & Contracts → Templates → Content Library. You can edit names, delete items, or update content as your policies change.
Does using library items affect my automations or notifications?
No. Automations, triggers, and notifications continue to function based on your templates and document status as you've configured them. The Content Library just speeds up document creation.
Are there limits on how many items I can save?
No. Save as many blocks and pages as you need to streamline your enrollment process.
Related Articles
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- How to Share Documents & Contracts Templates
- Create and Send Document Templates Automatically in an Automation
- How to Track Activity for Documents and Contracts
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