Document Building - Utilize Content Blocks

The Content Block is your primary editing area for any content on each page of your document. Some content blocks will be auto-generated, such as content blocks within a Financial Page. Whereas other content blocks will be fillable with any information, images, charts, etc. that you would prefer to display.  

A Content Block is a container that will hold information. You can add as many blocks as you need to tell your narrative. 

We've listed the different types of content blocks below. Learn more by selecting the block type.

• Text
• Images
• Tables
• Custom Charts
• Custom Spreadsheets
• Statements (Must have the Digital Financial Reporting module to be able to add to Digital Financial Reports or your Budget Book)

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Let’s start by locating the page you want to add or edit a content block in. 

1. From the navigation sidebar, select the module you wish to use under the Reports section.
   Note: Strategic Planning/Custom Plans documents will be found under their corresponding module under the Planning Documents tab. 
2. Select an existing document or create a new document.
3. Select the page you want to work on. 

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Pro-Tip: To display and work on content on a full screen, select the Maximize Canvas icon.

Ready to Add a Content Block?

Learn more with this article: Add New Content Blocks