Stencils

Stencils are versioned, reusable template components — such as address blocks, standard headers, signature blocks, or legal disclaimers. They let teams maintain consistent building blocks across templates.

Insert-as-copy

When a stencil is inserted into a template, the content is copied at insertion time. The template does not maintain a live reference to the stencil. This means:

Templates are self-contained at render time
Changes to the stencil do not automatically propagate
Authors can customize the inserted content for their specific template

Version lifecycle

Stencils follow the same version lifecycle as templates:

State	Description
DRAFT	Editable, work in progress
PUBLISHED	Frozen and immutable
ARCHIVED	Read-only, preserved for audit

Upgrade workflow

When a new stencil version is published, authors can propagate the update to templates that use older versions:

Select version — Choose the new stencil version to propagate
Select templates — Pick which templates should receive the update
Bulk apply — Apply the upgrade with progress tracking

In the UI

Stencils list — Search and filter by tags. Each card shows the stencil name and tag badges
Stencil detail page — Shows version history, a usage tracking table listing all templates that contain the stencil, and the bulk upgrade propagation controls