Using document components
Document components are re-usable content for use when creating documents and document templates. If the document component is not marked as Read-only, the component can be added, there is no link to the original component, and the contents can be edited. If the component is Read-only, the contents cannot be changed in the document.
Create a component
To create a new document component:
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From the left menu, select Document Components.
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Select New
on the top right of the page. -
Complete the settings including any of the following:
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Name: Enter the name of the document component.
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Folder: Optionally, add the folder to assign the component to. You can select <new folder> to add a folder.
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Types, Categories, Sub-Categories, Templates, and Template Sections: These fields determine where the component will be offered as a selection during document creation and editing. Make one or more selections in a field to add restrictions to what document the component can be added to. Examples:
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Select the Types of Policy and Procedures for the component to be available to select only from those types.
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Select a Type of Policies and Category of Corporate and the component will only be available when creating corporate policies.
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Summary: Add a detailed summary of the component.
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Read-only: Select to prevent users from editing the component content. The component can still be edited on the Document Components page. When updated in the Document Components page, Read-only text is updated in all documents using the component.
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Active: Select to make the component immediately made available to add to documents and templates.
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Select Save to go to the Component Editor.
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On the Component Editor, enter the component content.
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You can select the language then enter the component content in the language. A user with the language selected in their user profile will see the document in the language.
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Select
to insert a widget. See Using widgets. -
Select the Upload button to drag and drop or browse to a Word document to import to the section. select Upload & Save.
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Select Edit to go to the document editor. See Using the Document Editor.
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Select Save to save component.
Manage components
If a component is marked Read Only, it can only be edited in the Component Editor not in the document.
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From the left menu, select Document Components.
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To find a component:
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Enter Search criteria to find a component.
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Select the
button to search for a component by:
Types, Categories, Sub-Categories, Templates, Template Sections, Read-only, and Sync to Diligent One Compliance Maps application. -
Select the Expanded button to display all components, even those in folders. Select Condensed to display the folders.
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To manage folders, select the Manage Folder button to edit, delete, or create a new folder. You cannot delete a folder that contains one or more components.
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To manage a component, select any of the following buttons:
Edit to update the component. 
Clone a component and edit it to create a new component. 
Delete to remove the component.
Move to a different folder.
