Skip to main content

Manage Sections in a CDM Document

After adding sections to your document, you can manage them to control structure, visibility, and collaboration. You can lock, duplicate, add subsections, add insights, make sections conditional, reorder, edit, or remove sections.

When to Manage Sections​

  • Manage sections when you need to finalize content and prevent further changes by locking them.
  • Add section insights to provide important notes or warnings for collaborators.
  • Use conditional sections to show or hide parts of the document based on specific criteria.
  • Add subsections to organize detailed information within a main section.
  • Duplicate sections to reuse similar content without retyping.
  • Remove sections that are no longer relevant or needed.
  • Reorder sections when the document structure changes or needs improvement.

To Manage Sections​

Below is a list of available actions you can take to manage sections effectively within your document.

To Lock a Section​

Click the kebab menu on the section header and select Lock Section.

Note

Before locking a section, resolve all comments and track changes in the section.

Lock Section

To Add Section Insight​

  1. Click the kebab menu on the section header and select Add Section Insight.
Add Section Insight
  1. Choose the type of insight: Information, Warning, or Critical Alert.
  2. Enter the insight message. Insights provide guidance during editing and are not included in document exports.
  3. Click Save. You will see the created Insight right at the top of the section.
Add Section Insight Modal Window

To Make a Section Conditional​

Note

A form must be configured beforehand.

  1. Click the kebab menu on the section header and select Make Section Conditional.
Make Section Conditional
  1. Proceed in any of these 2 ways to set the condition:

a. Select a Business Rule from the list (if any).

Make Section Conditional - Select a Business Rule

b. Create a New Business Rule (for example, Solicitation Type is RFO).

Make Section Conditional - Create a Business Rule
  1. Click Save.

To Add a Subsection​

  1. Click the kebab menu on the section header and select Add Subsection.
Add Subsection
  1. The Subsection will now be listed. You can change its title/name at any time.
Subsection Added

To Duplicate a Section​

Click the kebab menu on the section header and select Duplicate Section.

Duplicate Section

To Remove a Section​

  1. Click the kebab menu on the section header and select Remove.

  2. Confirm removal.

Remove

See Also​

To complement your knowledge of this process, check the following pages: