How to use Quick Parts library for reusable content in Zoho Writer
Overview
The Quick Parts Library in Zoho Writer lets you save and reuse content blocks such as signatures, disclaimers, clauses, tables, boilerplate text, and formatted sections across document, to maintain consistency. You can add Quick Parts at the org and personal levels.
By default, Org Quick Parts are available for use to everyone across an organization. But you can also share them to only specific users, if needed. Org admins can add and manage all Organization Quick Parts and their categories. For the shared Organization Quick Parts though, you can empower other users also to manage them through role-based permissions. The Personal Quick Parts, as the name suggests, are available only to the user who creates them.
Prerequisites & Limits
- Content limit: up to 50,000 characters
- Image limit: up to 10 images
- Org Admin access is required to manage organizational Quick Parts categories.
Steps
Manage Quick Parts
How to add a new Quick Parts to the Library
- Open your document in Zoho Writer.
- Select the text, table, image, or block you want to save.
- Click Insert > Quick Parts > Create New.
- Give your QuickPart a name and choose your desired library (Personal or Organizational) and category. You need Org Admin access to create organizational Quick Parts categories.
-
Click Create. Your reusable block is now stored in the Quick Part Library.
How to insert Quick Parts in your document
- Place your cursor where you want the content to appear.
- Go to Insert > Quick Parts > Insert Quick Parts.
- In the Insert Quick Part dialog that opens, choose the Quick Parts you wish to insert and click Insert. The content will be inserted with the formatting intact.
- You can use the Quick Parts available in the Gallery using "Insert from Gallery" Option.
How to delete Quick Parts
- Click Insert > Quick Parts > Manage Quick Parts.
- Hover over the Quick Part and click the Delete Quick Part icon.
Manage Quick Parts categories
How to create organizational Quick Parts categories
- Open Zoho Writer's Admin Panel > Org Quick Parts.
- You will be taken to Zoho Writer's Admin Panel. Click Create Category.
- Enter a category name and choose whether to share the category with all organization members or selected users.
- If you wish to share with all organization members, click All Team Folder members, and click Create.
- If you wish to share with selected colleagues, click Specific members only and choose the users and configure the permissions (Organize, Edit, View and comment, or View) as needed and click Create.
How to share organizational Quick Parts categories after creating them
- Open Zoho Writer's Admin Panel > Org Quick Parts.
- Hover over the category you wish to share, click the three dot icon, and click Manage.
- To share the category with selected colleagues while keeping it visible to the entire organization, enter the colleagues' email addresses and assign the required permissions.
- To share the category only with selected colleagues and hide it from the rest of the organization, click Customize. In the dialog that opens, select the colleagues, assign the required permissions, and click Customize.
How to delete organizational Quick Parts categories
- Open Zoho Writer's Admin Panel > Org Quick Parts.
- Hover over the category you wish to delete and click the three dot icon and click Delete.
How to create personal Quick Parts categories
- Open your Zoho Writer document and click Insert > Quick Parts > Manage Quick Parts.
- Choose the library as Personal and click Create new category.
- Enter a category name and click Create.
How to rename personal Quick Parts category
- Open your Zoho Writer document and click Insert > Quick Parts > Manage Quick Parts.
- Hover over the category you wish to rename and click Rename Category.
- Enter a new name for your category and click Update.
How to delete personal Quick Parts category
How to delete personal Quick Parts category
- Open your Zoho Writer document and click Insert > Quick Parts > Manage Quick Parts.
- Hover over the category you wish to delete and click Delete Category.
Org Quick Parts category roles and permissions
|
Role
|
Actions
|
||||
|
Insert Quick Parts
|
Add New Quick Parts
|
View Quick Parts
|
Copy Quick Parts
|
Delete Quick Parts
|
|
|
Organize
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Edit
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
|
View and comment and View only
|
Yes
|
No
|
Yes
|
Yes
|
No
|
Note : You can use blocks from public gallery too
FAQs
1. Can I edit a Quick Part after saving it?
Not directly. You’ll need to insert it, make changes, and save it again as a new Quick Part.
2. Can I move a saved Quick Part to another category?
Not at the moment. You’ll need to recreate it under the desired category.
3. Can I rename a Quick Part once it’s saved?
No. To rename, insert it and save a new version with the updated name.
No. To rename, insert it and save a new version with the updated name.
4. Can I share Quick Parts with my team?
Yes. You can save your Quick Parts as an Organization-level Quick Parts in the appropriate category and it will be automatically shared with your colleagues. If a category is not visible to you, the category is not shared with you.
Yes. You can save your Quick Parts as an Organization-level Quick Parts in the appropriate category and it will be automatically shared with your colleagues. If a category is not visible to you, the category is not shared with you.
5. Can I save a Quick Part without its formatting?
Currently, Quick Parts retain the formatting of the selected content when saved.
Note
- Each Quick Part can contain up to 50,000 characters.
- Each Quick Part can include up to 10 images.
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Support contact details
Global: support@zohowriter.com
US: +1 888 900 9646 (#5 - #4)
India: + 91 44 6965 6070 (#5 - #4)
UK: + 44 (20) 35647890
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