Save time with the Content Library

In last week's post, Customizing Your Theme & Branding, we learned how to customize the Theme associated with your documents. This week, we will review the Content Library (available with our Business and Enterprise plans) and how it creates further efficiencies for your team. 

Do you find yourself spending hours drafting documents that contain verbiage you use regularly? With the PandaDoc Content Library, you don’t have to recreate content. You can save blocks of content and entire pages or documents to the Content Library and re-use them in new documents and templates.

You may be thinking, ‘I don’t have time to learn something new at the moment.’ Don’t worry – we’ve got you covered.

PandaDoc has a great self-paced course available to help you learn how to use and manage your Content Library. You can complete this course in roughly twenty minutes. I highly recommend it! After finishing the course, I felt confident navigating and using the Content Library.

Let's discuss some of the main attributes of the Content Library.

How to Create & Save Items

As you begin the process, two options are available. 

Option 1: You have the option of creating a Content Library item directly in the Content Library.

If you want to create an item directly in the Content Library, follow these steps:

1. Select the Content Library icon in the left-hand navigation bar
2. Click the ‘Create’ dropdown
3. Click either ‘+ Content item’ to create from scratch or ‘Upload’ to upload a file

Option 2: The second option is to save to the Content Library from a template or document using the following three methods:

• You can save individual Content Builder Blocks. Just click on the block itself and click on the ‘+’ icon:

• You can save entire pages:

• You can save entire documents/templates:

Make sure to give your Content Library items a name that is easily searchable.

We recommend saving images, videos, ‘About Us’ pages, client testimonials, case studies, and legal language documents as Content Library items so you can easily put them into any template or document. 

Add To Your Documents & Templates

Next, you need to know how to add Content Library items to documents. There are multiple options available for this when working on a document. 

Option 1: When you are working on a document, there will be a ‘+’ before and after each page in the document. You can add from the Content Library by clicking on that ‘+’ and searching for the item in the Content Library.

Option 2: You can add from the Content Library tab. Click on the item and drag and drop it into your document:

Option 3: If you have a Content Library item you need to add to a specific spot on a page, you can add it by hovering the cursor over the empty space on the page and clicking on the ‘+’:

Recap & What’s Next

Now you are an expert at managing the Content Library and adding items to it!

Don’t forget about the free course available in the PandaDoc Learning Center. The course provides more details about how to add items from the Content Library to your documents and how to keep the items in your Content Library organized. 

Next week, we will discuss some new PandaDoc features 🤯. Before then, we want to hear from you!

What Content Builder Blocks or document pages do you save for reuse? Do you have a unique use case where the Content Library has helped to streamline your workflow?

Join in on the conversation below!