Inserting Blocks in Templates

Once you’ve customised your Block, you need to insert it into a Template.

1

Choose the location for your Block

Open the template, scroll to the section where you want to add the Block, and place your cursor at the desired position.

2

Insert the Block

From the Variables sidebar, scroll down to the Blocks section (see screenshot below). You’ll see available Blocks based on the selected Template Use. Click on a Block to insert it where the cursor is positioned.

3

Recipient Blocks Options (for Recipient Blocks only)

If the Block is intended for recipients, you must configure the following additional settings:

Recipient Block Options

Repeat For:

• All Recipients – displays the Block for all selected recipients in the final document.

• Current Recipient – displays the Block only to the recipient currently viewing the document.

Recipient Types Available in Lend

• Applicant

• Spouse

• Guarantor

• Spouse & Guarantor

• Non-Applicant