Content sources

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 belong in the same content source.