Updated
Sections
Sections are reusable blocks of text that policies and reports are built from; document variables are the facts they fill in, such as your company name.
In the app: Templates › SectionsWho can do this: Contributor or above
Build the Sections library
- Open Templates › Sections and choose New section, or open one to edit it.
- Write the body in Markdown. The editor shows how to insert a document variable, and the preview names variables that still lack a value.
- Turn on Shared — reusable across many documents so policies and reports can reference it.
- Select Create section or Save changes.
Deleting a shared section
A policy or report that references a shared section you delete loses that text.
Document variables
Variables are set once per project. Saving them needs Admin on the project; see roles and permissions.
- Open Templates › Variables and type a new variable's key.
- For a yes-or-no value, turn on Flag; leave it off for text.
- Select Add, then set the value in the new row.
- Select Save variables.