Creating a content block
Feature available exclusively from version 3.0 onwards for customers using the SoftExpert cloud platform.
Prerequisites
- Access to the Configuration > Content block > Content block (DC066) menu.
- Previously configured content block type.
- AI features permission enabled in the Access group (CM011) menu for creation with AI agent.
Introduction
A content block allows for creating reusable texts that can be inserted directly into documents by means of the native editor of SoftExpert Document.
This feature is intended to standardize recurring information, such as contractual clauses, institutional excerpts, fixed sections, or standard guidelines, reducing rework and ensuring consistency in document creation.
Every content block must be mandatorily associated with a previously configured content block type, which allows for organizing and finding blocks in a structured way in the system.
Creating a content block
1. Access the Configuration > Content block > Content block (DC066) menu.
2. Click on the 
button to create a blank record.
3. Select the content block type that will classify the record and save it.
4. Enter an ID # and a name for the content block on the data screen that will open.
5. In the Description field, enter the content block text.
6. Click on the 
button to save and stay on the screen.
7. In the Keyword tab, expand the available field, select a previously created keyword, and click on 
, or type a new one and click on Create.
8. Click on the 
button to save and exit.
Using the AI chat for creation
The Content block (DC066) menu provides an integrated AI chat feature. To use it, simply write what you need in natural language, and the system takes care of filling in new records. Check out how this feature works:
1. Access the Configuration > Content block > Content block (DC066) menu.
2. Expand the button and select the With AI agent option.
3. Type your request in a text field, as if it were a conversation.
4. Select one of the suggestions that the system will present.
5. The system will automatically add the record based on the chosen example.
- The AI chat feature will only be available to organizations that are Cloud customers and have SoftExpert Copilot.
- For this feature to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.
Conclusion
Once the content block is created, it will be available for use in the SoftExpert Document editor, and can be inserted into files in a quick and standardized way.
With this configuration, the system now offers a reusable content library, contributing to greater agility, uniformity, and control in document creation and editing.
From this point on, the added blocks can already be used to draft and revise documents, according to the organization's needs.