Business Value

Text blocks improve efficiency and consistency in communication by allowing users to reuse standardized text across multiple documents. This reduces manual entry, ensures message accuracy, and supports multilingual communication.

Feature Overview

The Text block feature allows users to predefine and reuse rich text snippets in various attachments throughout the application. These text blocks can be translated into multiple languages, enabling multilingual support within attachments.

Text blocks integrate seamlessly with Document inheritance and Pop-up notes, allowing for automatic inheritance of predefined text between documents and pop-up notifications for users.

Feature Details

• A new Add text blocks button is available in the Attachments form (for document type Note only).
• Users can select from predefined text blocks and choose the appropriate language version.
• Text blocks can be:
  • Automatically inherited (e.g., from customer to quotation or sales order).
  • Displayed as Pop-up notes based on notification settings.

This functionality enhances consistency and visibility of important information within business documents.

Setup

Organization administration > Document management > Text blocks

Field	Description
Text block	The unique name of the text block

Description

The description of the text block

Document type

Document type where the text block will be used for. Document type is standard Microsoft functionality, for more information, see Microsoft learn website

Original text Note

Original text Note Original text note in the default language of the concerning company

Translated text Note

Translated text note in the selected language. It is only possible to select languages for which a translation is made. See the description of the “Add translation” functionality

Translation 

Add translation and Remove translation options. With those options new translations can be made or removed for different languages. Once a translation is made, you can always check the different translations in the field Translated text by selecting the desired language.