Add a collaboration block to the Word template

task brazil Updated Sep 10, 2026 1 min read add-collaboration-block-docudesigner.md
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Use the Block feature in Document designer to add a repeating collaboration section, including a nested action items table, to a customized event Microsoft Word template.

Before you begin

Role required: sn_bcm.admin, sn_bcm.manager

About this task

The base version template includes a Collaboration threads section in tabular form. This task customizes that section into a block with a nested action items table. Before you begin, follow the steps in Save Microsoft Word document as a template up to inserting a block.

Procedure

  1. Open the Microsoft Word document with template design, place the cursor where the collaboration section is displayed, and select Block on the ribbon.

  2. In the Content block source field, select Collaboration.

  3. Select Add content block.

  4. From the Data list, select Name, Description, Impacted assets, Recovery team, and State, then select Add.

  5. Select Table, select Action items, and select Add.

  6. Save the template and upload it to your instance.

    The collaboration block, with its nested action items table, is available in Microsoft Word reports generated from the template. For more information on generating the report, see Generate reports for BIAs, BCPs, and events.

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