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Templates are updated once the Content library item is updated as well

Content Library Updates also Update Templates

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AdminMasha Kisel (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • Lachy Wharton commented  · 

    Very keen to see this implemented. This would be very beneficial. Think about monstrous terms and conditions that are used in several templates, I want to be able to updated these once in the content library item and have those changes propagate out to all templates that use them.

    To do this safely, you could consider that templates using the content library item do not automatically update. Rather you can go into those templates and "pull" in the latest changes.

    Please implement this!

  • Arun Ram commented  · 

    I just contacted Support about this, should have looked here first :)

  • Steve Hodson commented  · 

    This would be very useful, however needs to be implemented carefully as it would potentially change the formatting of a lot of documents. The customer would need to know which templates would be affected so they can check if they still want to go ahead and they still work afterwards

  • thomasdhoe commented  · 

    If I change the "payment terms" item in my content library, it should be nice that I can push this to all the templates that are using this item.

    Now I need to update all templates manually

  • PandaKat Olarte commented  · 

    If a CLI is updated, for it to be updated throughout templates that have that live content library item update.

    If this is a possible conflict of interest across clients, then to have a parameter in settings that will allow a client to toggle on/off for this option.

    This would create a more efficient environment and allow for unified messaging.

  • annemieke.wellin commented  · 

    I'm wondering what the status is to this request (which i suggested in a support call about a year ago).

    It would be amazing if your current templates would update with the latest changes to certain content blocks.
    Because right now, I'm manually changing 20 templates everytime our terms & conditions have a slight update...

  • Dov Rosenberg commented  · 

    Would add that it would be great to be able to stack content library items (i.e. include A inside B) and have changes to those items (A) automatically update the children (B).

    Overall, this would greatly help for building presentations (among other things) - keeping copyright dates up to date across tons of different pages and page formats, ability to have a footer or header image that could be updated across an entire document.

    Note: the current header/footer functionality isn't great for this because we've found we need to use cover pages to get the slide layouts we need.

  • Micah Fox commented  · 

    I'm VERY interested in this update. Please keep me posted!

  • Katie Logan commented  · 

    This is huge... Right now we have to maintain multiple instances of the same document, which seems contrary to the intent of the content library!

  • Yana Martynenko commented  · 

    The option to save changes applied to the CLI in the template this CLI has been inserted into.

  • Mike Turke commented  · 

    update 1 contact block that would then update in ALL the templates?