Content sources

TABLE OF CONTENTS

• Introduction
• What is a content source?
• What types of content sources can I use?
• When should you create a new content source?

Organize your content

Introduction

In Omnidocs Create, content sources are used to organize and manage your building blocks. A content source defines where templates, text elements and themes live, and provides a clear structure for maintaining content within a Unit.

In other words, content sources act as containers that group related content together, making it easier to manage ownership, permissions, and reuse across your organization.

What is a content source?

A content source is a logical container inside a Unit, that holds building blocks such as templates and themes.

Each content source typically represents a specific purpose or domain, for example:

• A department like HR or Finance
• A specific integration
• Grouped content for a specific purpose

What types of content sources can I use?

Content sources exist in 3 different types:

• Document: For storing templates, meant for creating new documents.
• Element: For storing text elements, meant for inserting into documents.
• Theme: For storing themes, to be applied to dynamic templates.

Typically a Unit has at least one of each, as each type serves a different purpose.

When should you create a new content source?

You should consider creating a new content source when:

• The content serves a different business purpose
• Different teams are responsible for maintenance
• The folder structure is getting too big or complex

If content shares the same purpose and ownership, it usually belongs in the same content source.