Blocks
Using Blocks for Flexible Templates
Blocks allow you to build reusable sections that fit into different templates. They save time and ensure that recipient-specific information is correctly handled.
Important: Blocks Are Required for Repeating Variables
To include any repeating variable, such as recipients, fees, income, expenses, assets, or liabilities - you must use a Block. Blocks are designed to efficiently manage repeating sets of data or information per recipient. They expand automatically to accommodate multiple entries and ensure all relevant details are captured and handled correctly every time.
The Blocks page displays a list of your current blocks. The Type column indicates whether each block is a Lend Default block or one of your own Custom blocks.
Editing a Block
Steps to add a block
Add Block
Click Blocks from the left navigation menu to view a list of existing blocks.
Click Add Block to create a new one.
Name your block.
Choose one or more Template Uses. Learn more about Template Uses first.
Optionally, add a description.
Set Up Repeatable Data Variables
Lend Sign templates can expand based on dynamic variables, some of which support repeatable data, like multiple recipients. The variable is repeated for each recipient. For example, using recipients.Recipient_Full_Name for two applicants, Tom Smith and Jane Smith, will display both names.
Contains data that needs to be repeated - Select this to include multiple items of the same type, like multiple recipients, broker fees or third party fees, in this block.
Choose data collection that will be repeated - Pick the data collection type you need, such as
recipientsfor multiple recipients orCS_Broker_Feefor a list of your fees. Only one data collection can be used in each block.
Recipient Block Option
Enable this option to make the Block a Recipient Block. When used in a Template, additional settings will appear allowing you to control:
Repeat for - choose between:
All Recipients- shows all selected recipients in the final document.Current Recipient- shows only the recipient viewing the final document.
Applicants Type
Restrict the block to specific applicant types, allowing sections tailored to specific types of people on the application. Learn more
Insert Variables
After setting up your block content, add dynamic variables to customise the document for each recipient or data item.
Drag and Drop: Drag variables directly into your content.
Click to Insert: Place the cursor where you want to insert a variable, then click the variable to add it.
Type
{to Insert Variables: Type{to open a list of available variables. As you type, the list will narrow down to match what you’re looking for.
Insert Repeatable Variables
Based on your choices, you’ll see a list of available variables that can be used in your block, including repeatable and recipient-specific options. For example, if you’re working with two applicants, Tom Smith and Jane Smith, you can use the variable recipients.Recipient_Full_Name to show both names dynamically.
Special Block Types
The template editor includes three special block types that you can use within Blocks or Templates:
Signature Block - ONLY for adding a signature to a recipient block.
Date Picker Block - for adding a date to a template, or block.
Recipient Block - for adding a recipient block to a template.
Signature Block: Adds a signature area to a recipient block. Every document needs at least one signature block. Typically, recipient information (such as name) is included within the signing area, so it's best practice to create a recipient block with the necessary variables and then add a signature block.
Date Picker Block: Inserts a date field into the document. Best practice is to add this within the recipient block for signing, but you can also use it elsewhere as needed.
Recipient Block: Allows recipient-specific variables, like name, address, and applicant type. Most documents will include at least one recipient block, typically alongside a Date Picker Block and a Signature Block.
See the following example that combines all three...
and here's what the Block would look like within the document the recipient sees...
By setting up blocks thoughtfully, you can streamline document creation and ensure that each recipient’s information is handled accurately in every document.
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