Saving and Importing Sections from the Content Library

Sections are the building blocks of your documents. When you create a section you're proud of, save it to your content library so you can reuse it across multiple documents. This keeps your content consistent and saves time when building new documents.

How Section Management Works

Think of sections like reusable templates for different parts of your documents. Another way to think about them are chapters in a book. 

Once you save a section to your library, you can drop it into any document instantly. This means you write your "About Us" section once and use it everywhere, or create multiple case study sections that you can mix and match.

The content library acts as your central repository, keeping all your best sections organized and ready to use.

Saving Sections to Your Library

From Any Document

1. Find the section you want to save in your document
2. Click the Three-Dot Menu (•••) at the top right of the section
3. Select Save to Library
4. Give your section a descriptive name
5. Click Save

Naming Your Sections Use clear, specific names that help you find sections later:

• "Marketing Services Overview"
• "Website Development Process"
• "Standard Terms and Conditions"
• "Team Introduction with Photos"

Good names make it easy to find the right section when you're building new documents.

Adding Sections from Your Library

Quick Import Process

1. In your document, find where you want to add a section
2. Click the Plus Button (+) above any existing section
3. Select Add from Library
4. Choose one or more sections from the popup
5. Click Add [X] sections to insert them

Selecting Multiple Sections You can add several sections at once by checking multiple options in the library popup. This is perfect when you want to quickly build a document structure using your saved components.

Creating a Section from the Content Library

You can create new sections on their own from the content library if you don't need to create an entire template or document. 

1. Navigate to the Sections tab in the Content Library
2. Click the blue + New Section button at the top right
3. You'll be taken to the Section editor, where you can start customizing your new section:

Managing Your Section Library

Accessing Your Library 

Go to Content Library in your main navigation, then click Sections to see all your saved sections.

Organization Features

• Sort by Recently Edited to find sections you've worked on lately
• Search to quickly locate specific sections
• Preview sections before adding them to documents

Library Management Options 

For each section, you can:

• Edit: Update the content while keeping it saved in your library
• Duplicate: Create variations of existing sections
• Delete: Remove sections you no longer need

Building Your Section Collection

Start with Common Elements 

Save sections you use frequently:

• Cover Letters
• Scope of Work
• Case studies
• Contracts
• Terms and conditions

Create Variations 

Build different versions for different situations:

• "Services Overview - Detailed"
• "Services Overview - Brief"
• "About Us - Technical Audience"
• "About Us - General Audience"

Keep It Fresh 

Update your library sections when you improve content. Since sections are reusable components, updating the library version doesn't change existing documents - but your future documents will use the improved content.

Best Practices

Write for Reusability When creating sections you plan to save, write content that works across multiple contexts. Avoid client-specific details that won't apply elsewhere.

Use Consistent Formatting Maintain the same styling and structure across similar sections. This creates a cohesive look when you combine multiple library sections in one document.

Regular Maintenance Review your section library periodically. Remove outdated content and update sections that need refreshing.

Team Collaboration If you work with a team, establish naming conventions for sections so everyone can find and use them effectively.

Troubleshooting

Can't Find a Section? Use the search function or check your sorting options. Sections are organized by last edited by default.

Section Looks Different After Adding? Sections adapt to your document's theme and styling. The content stays the same, but formatting may adjust to match your current document design.

Multiple Versions of Similar Sections? Use descriptive names and regular cleanup to avoid confusion. Consider consolidating similar sections or creating clear naming conventions.

Related Resources

• Content Library Overview
• Creating Document Templates
• Managing Assets in the Content Library
• Section Design and Formatting

Building a strong section library takes time, but it's one of the best investments you can make in your document creation process. Start with your most commonly used content and grow your library as you create new documents.