Overview of Content Library for Contracts folders
The Content Library for Contracts uses a folder hierarchy to help you organize your contract document assets. You can see your folders and their contents at the top of the main view.
Navigate folders: Click any folder icon or name to view the contract templates and resources saved within that category.
Sort and Filter: Use the controls to filter by contract resource type (Templates, Editors, Videos, or Links) or sort by name, created date, or last updated.
Create and organize contract content
Creating content within the library allows you to build a repository of reusable contract assets for your team.
Click Create Content in the top right corner.
Select the type of contract content you want to create, such as a Template, Editor block, Link, Video, or Folder.
To manage existing contract folders, click the three dots (...) next to the folder name to edit, delete or move the object.
Use Resources for reusable contract content
A resource is a reusable piece of contract content, such as a company bio or a customer case, that you can add to multiple contract templates.
Create a Resource: You must create resources directly within the Content Library view to make them reusable across different contracts. Content created "on the fly" within a new contract document is saved as a Block and is not automatically reusable.
Cascade Updates: Updating or deleting a contract resource in the library will automatically apply those changes to every contract template where that resource is used.
Check Usage: Before you delete or edit a contract resource, GetAccept will notify you if it is currently part of any active contract templates so you can confirm the action.
Note: Changes made to contract resources will only affect future contracts. Any contract documents you have already sent will remain unchanged.
Find and use templates from the Template Library
The Template Library offers pre-designed contract and proposal templates that you can personalize for your brand.
Go to Content and click Template Library.
Choose a contract template and select Preview template to see the layout.
Click Save Template to add it to your own Content Library as a reusable contract resource.
Alternatively, click the three dots (...) on a template and select Start sendout to create a single contract document without saving the template to your library.
Perform bulk actions on contract resources
If you need to move or delete several contract resources at once, use the multi-select tool.
Click the three dots (...) menu and select Select.
Mark the contract templates or resources you want to modify.
Choose the action you want to perform, such as moving them to a specific
contract folder or deleting them entirely.