Reusable Sections in a Document Template

Reusable Sections in a Document Template

Users can create reusable pages and sections within a document template. This means they can design an entire document for reuse in another template or build specific components—like headers—and save them as reusable sections for future use.
Please note that only users with the “REUSABLE CONTENT MANAGER” role have permission to create or edit reusable sections and pages. All other users can only access and use this content within their designs, but cannot modify it. 



To Create a Reusable Section:


1. Navigate to the Design System section from the menu on the left-hand side and choose Documents. 



2. You'll be directed to a page displaying available document templates. At the top of the page, locate three sections: Documents, Reusable Pages, and Reusable Sections. Hover over the Reusable Sections section and click on the Plus button. 



3. This action will prompt a window to appear where you can input the details of the reusable page. 
4. Enter the required details, including the name, category, and team for the section. 



5. There is also a dedicated option to choose the Block Type for design, which can be a Header, Footer, or Content Block. Select the appropriate option and click Start Designing. 




To use an Existing Reusable Section:


1. Access the Elements option from the left-hand side menu on the design page. 



2. Within the Elements section, Reusable Sections are categorized, with a maximum of four pages displayed in the list.



3. Click on the "See all" button to explore all the reusable pages within a specific category. 



4. Users have the option to preview the reusable page by clicking on the Eye icon located at the bottom corner of each page. 




5. Now, simply drag and drop the reusable section onto your document.
6. While dropping the document, the system will prompt you to choose whether to attach the page or clone it in the document.
Clone Pages Method: By opting for the Clone Pages option, users can duplicate the selected pages and make any necessary edits directly within the current document template. It's important to note that modifications made through this method will not impact the original saved template, allowing for customization on a document-by-document basis without altering the master design.
Attach Method: The Attach option enables users to incorporate read-only pages into their current design, ensuring content consistency by sourcing from a centralized template. If adjustments need to be made to the template, these changes must be applied directly to the original template. Subsequently, updates will automatically reflect in the document where the template is attached, facilitating centralized template management and updates. 





To make an existing block reusable:


You can convert any existing block into a reusable section. For example, if you design a header or footer in a document and want to reuse it later, you can save it as a reusable section for future use.

Follow these steps:
1. Hold the Ctrl key and click on the block you want to make reusable.



2. A button will appear on the right side.



3. Click the button to open a modal.



4. Enter the required details.

5. You will see a toggle option: “Would you like these sections in the current document to be centrally maintained?”
  1. If this option is enabled, the reusable section cannot be edited within the current document. It will be centrally maintained, and any edits must be done from the Reusable Sections page.
  2. If this option is disabled, the section will be saved as a reusable section, but you can still edit it within the current document. These edits will not affect the saved reusable section.



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