Macro library

The macro library holds reusable pieces of content — macros — that can be inserted wherever the same text or value is needed repeatedly. Instead of copying boilerplate by hand and watching it drift out of sync, you define it once and reference it everywhere.

What a macro is

A macro is a named, reusable snippet of content. It might be a standard piece of regulatory boilerplate, a recurring definition, or a value that should read the same everywhere it appears. You manage the library centrally — adding new macros and reviewing existing ones — so the organization’s reusable content lives in one governed place.

Why centralize content

The value is the same as for picklists and templates: consistency through single-sourcing. When a piece of standard wording changes, you update the macro once and every place that uses it reflects the change, rather than hunting down dozens of copies. For regulated documents, where exact, approved wording matters, this is the difference between controlled content and a scatter of near-duplicates that slowly diverge.

Working alongside templates

Macros complement item & document templates: templates define the structure of records and documents, while macros supply reusable content that can sit inside them. Together they let you assemble consistent, compliant material with minimal manual repetition.