What are blocks in a document?
Once the document is created it can be customized using blocks. A block is an element that you can drag and drop around a document to suit various needs. There is no limit to the number of blocks that may be added to a document. Below are the different kinds of blocks you can add to the document builder:
I. Arranging Blocks
You can drag blocks to various locations in a document using the button on the top left side of a tile (block).
II. Image Block
This option allows you to add Images to a Document. Images can be added from a device, camera, or via a link by clicking the ‘Upload Image’ icon. You can also overlay text on an image by clicking the ‘Add Text’ icon.
III. Video Block
This option allows you to attach videos to your documents to create a more personalized look. Just drag and drop the video block and click on the ‘Upload Video’ icon. You can then upload the file from your device or camera, or via a link.
IV. Text Block
The text block lets you add word copy or tables to a document. That information can be configured using the formatting toolbar option located at the top of the page (see image below). This feature also allows you to add tables to documents inside the block.
V. Quote Block
This option allows you to add a Quote to a document. You may add products and bundles to your Quote block, create multiple sections, and add Discounts.
VII. Signature Block
You and your clients can approve documents by signing them electronically. Simply add the signature block and designate a Signee by clicking on the empty field.
The order of signing can also be modified as follows:
- Click on ’Recipients’ on the right side of the page.
- Click on the ’Signees’ tab.
Drag and Drop to change the order.
Note: Signees can only access the signature field after all the preceding signees have signed the document.
VII. Grid Block
This section allows you to add multiple rows and columns side-by-side. Grid blocks can support:
The grid block can have 2-4 columns and up to 4 rows.
To add blocks in a grid, click on the icon for the block type you wish to add.
VIII. Page Break
You can add page breaks in a document. Note: these will be visible only in the PDF version of the document and not on the Zomentum microsite.
IX. Saved Blocks
You can save a block in the document builder which can be used in future documents.
- To save, select the block and click on the small icon on the top right corner, add a name (for the block) and click ‘Save.’
- To add a previously saved block to a new document, simply drag and drop it from the ‘Saved Blocks’ section on the right side of the page.
Once you have added blocks to your document, you can populate them with appropriate data before publishing.
While creating a document, you can also perform the following actions by accessing their respective icons in the right action bar.
Edit Content within the Document
Comment on the document
Assign Recipients to the document
Reorder the sequence of signees within the document.
View Recent Activities
Edit Document Settings and set expiration date.
|Preview and Send|
You can perform the following actions to any completed document.
Once your proposal is complete, you can attach the document, check the preview and send out an e-mail to your client.
Note: You can set an expiry date for your document and all stakeholders will be notified as shown above.