Blocks
Create and maintain reusable checklist templates: kinds, items, per-language labels, and how edits affect future cases.
Blocks are reusable checklist templates. Instead of picking documents one by one for every case, you compose from blocks — "Core documents", "Salaried employee", "Rental investment" — and get a consistent, complete checklist in seconds.
The four kinds
When you compose a case, blocks behave according to their kind:
| Kind | Behavior in the composer |
|---|---|
| Core | Always included in every case |
| Profile | Choose exactly one, matching the client's situation |
| Add-ons | Add any number, as the case requires |
| Custom | Holds one-off document types added to the registry |
A typical setup: one Core block with the documents every file needs (ID, tax returns), one Profile block per client situation (salaried, self-employed, retired), and Add-on blocks for extras (rental investment, divorce, co-borrower).
Creating a block
On the Blocks tab of the Document library, create a block with:
| Field | Purpose |
|---|---|
| Name | e.g. "Salaried employee" |
| Profile tag | Optional — marks the block as a Profile choice |
| Description | Optional context for your team |
| Intro video URL | Optional — shown to the client at the top of this block's section |
Managing items
Open a block's detail page to add, edit, or delete its items. Each item carries:
- Key — the stable identifier from the registry
- Label and description per language (EN/FR/PT) — clients see the version matching their preferred language
- Helper video — an optional short explainer (e.g. "where to download your tax notice")
- Required toggle — required items must be validated before a case can complete; optional items are nice-to-have
Note: Write labels from the client's point of view. "Last 3 payslips" beats "salary docs" — your clients are not mortgage professionals, and a clear label saves a follow-up call.
How edits affect cases
Blocks follow the library's frozen-labels rule:
- Editing a block — renaming it, changing items, rewording labels — only affects cases composed after the change. Cases already sent keep the exact labels, descriptions, and videos they were composed with.
- Deleting a block never touches already-composed cases either. Their checklists were frozen at compose time.
So you can iterate on your templates continuously: fix a confusing label today, and every case from tomorrow benefits, while nothing shifts under the feet of clients mid-collection.
Maintenance tips
- Keep the Core block lean — every extra required document slows every single case down.
- Use Profile blocks to capture situations, not exceptions. One-off needs belong in Add-ons or the Custom documents block.
- Fill in all three languages as you go. A block with only French labels will read poorly for an English-speaking client.
- Add helper videos for the documents clients most often get wrong — they pay for themselves in avoided rejections.