All about global content modules

Global Content Modules are reusable blocks that automatically sync across Foleon Docs. Admins or designers can update Modules from a central location, eliminating the need to manually update each Doc. This streamlined approach to content management saves time, minimizes errors, and enhances governance, ensuring consistency and efficiency across Docs.

💡 Any content creator can add a Module to a page, but only admins and designers can create and edit Modules.

⚠️ Global Content Modules are not available on all plans, and the number of Modules you can create depends on your plan. If you're interested in using this feature or increasing your Module limit, contact us here.

In this article

Why use Global Content Modules?

Where to create your Modules: Brand Console or Workspaces

How to create and use Modules

Step 1: Create a Module

Step 2: Edit your Module

Step 3: Make your Module public

Step 4: Add a Module to a Doc

Duplicate or move a Module
💡 Jump to this section to move your Module to the Brand Console

Assign a Module to Workspaces

How to update a Module

How to delete a Module

Why use Global Content Modules?

Global Content Modules centralize critical company assets, such as pricing pages, legal disclaimers, company information, and key messaging, into a single source of truth. Updates made to a Module are instantly reflected across all Foleon Docs where it is used without republishing.

Let's look at an example:

A global consulting firm includes a compliance disclaimer in all its Foleon Docs. So, what happens when this disclaimer is updated? They need to track down and manually update every single Doc, which is time-consuming and prone to errors.

With Global Content Modules, manual updates are no longer needed! The marketing team can create a Module for the compliance disclaimer and add it to all Docs. When a change is made to the disclaimer, they can simply update the Module, and the changes are applied instantly across all Docs, ensuring accuracy without manual effort.

Where to create your Modules: Brand Console or Workspaces

You can create and manage Modules in two places: the Brand Console or individual workspaces. Where you create your Modules depends on how much control or flexibility your team needs.

💡 Not sure where to create your Module? We recommend starting in the Brand Console for better visibility and control.

⚙️ Brand Governance Settings

Your brand governance settings control whether Modules can be created in workspaces or only in the Brand Console. Admins and Designers with access can choose to allow or restrict Module creation at the workspace level.

Brand Console — for centralized content and design

Create and manage Modules from the Brand Console when you want tight control over the content and design that is created for your Modules:

Only company-level Admins and Designers can access the Brand Console
Modules created here can be assigned to one or more workspaces
Workspace users can use these Modules in Docs, but cannot edit them

➡️ Examples of when to create your Module in the Brand Console:

You have strict content requirements and want centralized control over the content that is created for modules (for example, for pricing pages or company information)
You have a central design team that is responsible for creating content for multiple teams
Modules need to be shared across multiple (or all) workspaces

💡 Do you want to limit module creation to the Brand Console only? You can configure this in your brand governance settings.

Workspaces — for localized flexibility

Create and manage Modules from individual workspaces when you want teams to have more flexibility or autonomy over their content:

Workspace-level Admins and Designers can create and edit Modules within their workspace
These Modules are only available within the workspace where they were created
In the workspace, Modules are labeled by origin — either Brand Console or Workspace

➡️ Examples of when to create your Module in a Workspace:

Each regional or functional team is responsible for its own content.
You want teams in different workspaces to create local variants of a module.
Workspaces need to create modules quickly, without central oversight

💡 Workspace Modules are ideal when teams need to move fast, experiment with styles, or tailor content for their own purposes.

Use a hybrid approach

You can also choose to allow some Modules to be created at the workspace level, while others are created in the Brand Console. This is useful if you have centralized content, such as company information, that needs to be controlled centrally, while allowing Workspace users to create their own modules for their content.

How to create and use Modules

📹 In the video below, we show you how to create Global Content Modules and update content that syncs across multiple Docs.

Step 1: Create a Module

💡 Only admins and designers can create and edit Modules.

There are two ways to create a Module:

from scratch, or
from an existing block or page

To create a Module from scratch:

In the dashboard, go to the Brand Console or your workspace depending on where you want to create your Module. Open the Modules page and click + start new Module.

Give your Module a name and, optionally, select one or more categories. Click create.

The Module editor will open, where you can start designing your Module.

To create a Module from an existing block or page:

Open the Doc that contains the block or page you want to use as a Module.

If saving a block as a Module: In the purple block bar, click Save as Module.

⚠️ The original block won't be automatically converted into a Module. After finalizing your Module in the Module editor, you'll need to delete the original block and replace it with the new Module.

If saving a page as a Module: Go to the Pages overview, find the page, and click Save as module.

⚠️ If the page you want to save already includes a Module, you can save it as a new Module — but the existing one will be removed. In other words, you can’t nest Modules inside other Modules.

Give your Module a name and, optionally, select one or more categories. Click save.

💡 When saving content as a Module from existing content, the Module will be saved in the same workspace as the content. Follow the steps here to move the module to the Brand Console.

A pop-up will appear, directing you to the Module editor, where you can finalize your Module and make it public.

Step 2: Edit your Module

The Module editor allows you to create the content for your Module. A Module can contain multiple blocks, allowing you to create multi-block or full-page Modules for reuse across Docs.

Edit the Module as you would a page in a Foleon Doc:

Use the copy to clipboard function to transfer content from existing Docs to your module
Drag and drop blocks or templates onto your page
Add and edit any elements into any block
Create and link to overlay
You can add up to 10 overlays in your Module

Step 3: Make your Module public

Once you've finished creating your Module, click make public to make the Module available for use in your workspace.

In the pop-up window, click Make public again to confirm.

⚠️ A module must be made public before it can be added to a Foleon Doc. If it’s not public, it won’t appear in the module library and won’t be available for use.

💡Did you create this Module in the Brand Console? Be sure to assign it to a workspace. It won't be available for use by workspace users until it's shared.

Step 4: Add a Module to a Doc

Once your Module is made public, you can start using it in your Foleon Docs!

💡 Any content creator can add a Module to a page.

Navigate to the Doc where you want to add the Module and open it in the editor.

Click on Modules on the left sidebar. Drag and drop your Module onto the desired section of your page.

⚠️ Content in the Module is locked and cannot be edited. The Module can only be edited in the Module editor by admins or designers.

Once ready, click (re)publish to set the Doc live.

Duplicate or move a Module

You can duplicate Modules and move them between workspaces or to the Brand Console. This is useful if you want to:

♻️ Reuse a Module in a different workspace
🏢 Move a Module from a workspace to the Brand Console for centralized management
↔️ Move a Module from one workspace to another

To duplicate a Module, first navigate to the Module you want to copy or move. Click the quick actions menu (⋮) on your Module and select Duplicate.

If needed, rename the Module.

Under Workspace, choose where to copy the Module. You can choose either the Brand Console (recommended) or specific workspaces. Click Duplicate.

⚠️ Only admins or designers with access to the Brand Console can move the Module to the Brand Console.

💡 To manage your Module centrally, duplicate it to the Brand Console. You can then assign it to your workspace(s).

After duplicating, your new Module will appear in the destination you selected. If applicable, delete the original Module.

⚠️ If you want to move a Module to the Brand Console or another workspace, don't forget to delete the original Module. If you do not, workspace users will still be able to use the original, leading to confusion.

Assign a Module to Workspaces

Modules created in the Brand Console must be assigned to workspaces so they can be used.

Open the Brand Console and go to the Modules tab. Click the quick actions menu (⋮) on your Module and select Assign to workspace.

At the bottom of the Module thumbnail, you can see how many workspaces have access to the Module. Clicking here will also take you to the Assign to workspace window.

Choose specific workspaces from the dropdown or enable the option to assign the resource to all current and future Workspaces. Click Save.

How to update a Module

In the dashboard, go to your workspace and open the Modules page. Click edit on the Module you want to update.

Make any necessary changes, such as modifying text, replacing images, or adding blocks. Once your content is ready, click update.

Update Module

A pop-up will appear showing all Foleon assets that use this Module. This allows you to quickly check which Docs will be updated.

Click update to confirm. The changes will now be applied instantly across all Docs using the Module.

How to delete a Module

You may need to remove a module that's no longer needed in your workspace. Before you can delete a Module, you need to remove it from the Doc(s) where it's used in.

⚠️ The delete option will be disabled until the Module has been removed from all Docs.

In your dashboard, go to the Modules page in either the Brand Console or a workspace and find the Module you want to delete.

To check if your Module is still in use, check the green icon on the top right corner.

If your Module is in use, click the green icon to see an overview of all the Doc(s) where it is used. From here, open the content editor for each asset to delete the Module from your page.

Once your Module is no longer in use, click the quick actions menu on your Module and click Delete.

Confirm your action in the pop-up. Your Module is now permanently deleted.