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Share and update CMA pages with the Page Library

Updated by Katie

The Page Library lets you build a CMA page once, share it with your branch or franchise, and insert it into any CMA or template. Every copy stays linked to the library page. When you update it, every CMA and template using it is offered the update. You no longer need to rebuild pages such as a monthly market stats page or send them out as PDFs.

How the Page Library works

  • Library page: a CMA page stored in the Page Library, with a name, an optional tagline and description, and a sharing level.

  • Linked copy: a library page inside a CMA or template. It stays connected to the library page and is offered updates.

  • Sharing level: who can find and use the page: Only me, your Branch, or your Franchise. You can only choose the levels you manage.

Who can do what

  • Owner (the person who created the page): edit it, publish changes, choose what others can change, change sharing, rename and delete it.

  • Manager of the level it's shared with: everything the owner can do, except rename it.

  • Agents it's shared with: insert it, edit the parts the owner left open, and take or postpone updates.

Create a library page

You can start a new page, or turn a page you already have into a library page.

Start a new page

  1. Open Team › Page Library and click New Page. You can also click Page Library under the Pages panel in any CMA, then New Page.

  2. Build the page in the Page Builder. It opens on its own, so the CMA you have open isn't changed. Dynamic fields show example values.

  3. Save. Enter a name, an optional tagline and description, and choose Who can use it.

The page can take a moment to appear in the Page Library after you save it.

Make a page from an image (for example, monthly market stats)

Use this for pages you design elsewhere, such as market stats or auction results.

  1. Export the page from your design tool as a high-resolution PNG. Library pages don't accept PDFs yet.

  2. Open Team › Page Library, choose your branch or franchise at the top, and click New Page.

  3. Add an image element and upload your PNG. You can keep the upload as Only me.

  4. Select the image and turn off Quick Edit so agents can't replace it.

  5. Set the page permissions. See Choose what agents can change.

  6. Click Finish at the top right, enter a name such as Christchurch City stats, October 2026, and choose your branch or franchise under Who can use it.

Save an existing page to the library

  1. Open the CMA or template that has the page.

  2. From the page menu, choose Save to the Page Library.

  3. Choose one option:

    • Turn this page into the library page: the page becomes a linked copy from now on.

    • Create a library page from this page: the library gets a copy and this page stays as it is.

  4. Enter a name, an optional tagline and description, and choose Who can use it.

Pages uploaded as PDFs can't be saved to the library. Rebuild them as an image page instead.

Choose what agents can change

A new library page starts fully locked for everyone except you. Open only the parts agents should change, such as a text box for their own comments. Leave logos, headers and market figures locked.

There are two controls. Set them once when you create the page. Monthly updates don't change them.

Quick Edit on each element

  1. Open the library page in the Page Builder.

  2. Select an element and turn Quick Edit on to let agents edit it, or off to lock it.

Page permissions for the whole page

  1. Click Config on the left-hand side of the Page Builder.

  2. Open Page permissions. It has two layers:

    • Page management: whether agents can open, move, hide or delete the page.

    • Element editing: whether agents can edit elements on the page. This only applies if they can open it.

  3. Save.

For pages you update regularly, let agents move and hide the page, and turn off delete and editing. If an agent deletes a library page from their template, updates can't reach it. Page permissions work on every CMA page, not only library pages.

Agents see Locked by the page owner. when they hover over a locked element. Edits they make to open elements are kept when you publish an update.

Add a library page to a template

Add the library page to your branch template so every agent who uses the template gets the linked page.

  1. Open the template in the CMA editor.

  2. Click Page Library under the Pages panel, or use Add page in the page header.

  3. Pick the sharing level at the top, find the page, and click Insert Page.

  4. Click Save as New Template and save it to your branch.

The page must match the template's orientation (portrait or landscape). A CMA can hold one copy of each library page. If you insert it twice, you'll be offered Create a copy, which makes a separate library page.

If some people who use the template can't see the library page, saving the template asks what to do. You can share the page more widely, copy it to the wider level, or keep it as a regular page.

Get library pages into agents' own templates

Agents' saved My Templates only update if they contain the library page. If an agent's template was built before you set up the library page, choose one of these:

  • Re-adopt the template: the agent or their admin loads your updated branch or franchise template, adds the agent's own pages back, and saves it to My Templates. Best when the agent uses most of your template.

  • Insert the library page: open the agent's template, insert the library page from Page Library, and remove the old static page. Best for small or custom templates.

You only need to do this once per agent. After that, updates reach their template.

Update a library page (for example, monthly stats)

  1. Open Team › Page Library, select the page and click Edit Page. Or edit the page inside one of your CMAs and choose Publish changes from the page menu.

  2. Make your changes. For an image page, replace the image and update the page name to the new month.

  3. Review the publish dialog. It shows how many CMAs and templates use the page, lists the changes in words, and shows the page before and after.

  4. Choose how to publish. Update applies the change to CMAs and templates using the page. Mark as outdated leaves them as they are and flags the page as outdated. [VERIFY: confirm the exact option names in the publish dialog]

  5. Publish.

Changing only the name, tagline, description or sharing doesn't send agents an update to review.

What agents see when you publish

  • The next time an agent opens a CMA using the page, Relab offers the update. They see the page before and after and choose what to apply. [VERIFY: when you publish with Update, is it applied automatically or do agents still review it?]

  • If your change clashes with an edit the agent made, nothing is pre-selected. The agent decides which version to keep.

  • If they choose Not now, the page is marked Outdated. A Library updates chip appears on the CMA in the CMA Centre until they take the update.

  • If you only change which parts agents can edit, the update is applied without asking them.

Change sharing, rename or delete

  • Change who can use it: Relab shows how many documents use the page first. People who lose access are asked what to do with their copy when they next open it.

  • Rename: only the owner can rename a page. Documents using it take the new name without a review.

  • Delete: Relab shows how many CMAs and templates use the page. Their copies keep the content but stop updating. Agents can turn it into a regular page, remove it, or keep it marked Deleted.

Good to know

  • A CMA picks up an update the next time it's opened in the editor. A CMA nobody opens keeps the old version.

  • Updating a template doesn't change CMAs already made from it. The library update reaches those CMAs directly.

  • A library page shared with others can't use personal custom fields. Use fields shared at the same level.

  • Library updates wait while the Page Builder is open.

Next steps

❓ FAQs

Why can't I see Page Library under Team?

The Team › Page Library page is for managers. Agents can still use the Page Library from inside a CMA. If you are a manager and it's greyed out, contact support@relab.co.nz.

Can I upload a PDF as a library page?

Not yet. Library pages take images, so export your PDF page as a high-resolution PNG and add it with an image element. PDF support for the Page Library is in development.

Will my update overwrite an agent's comments?

No. Edits agents make to elements you left open are kept. If your change touches the same element, the agent chooses which version to keep.

Do agents' saved My Templates get the update?

Yes. If the library page is in their template, it's a linked copy and is offered the update like any CMA. [VERIFY: confirm templates show the update review when opened]

What if an agent has removed the library page from their template?

Updates only reach templates that contain the library page, so that agent's template won't change. The page stays available to them in the Page Library if they want to insert it later.

Can an agent unlink a page?

Yes, with Detach from the Page Library, unless you locked it. A detached page becomes a regular page and no longer updates.

Can I see the brand-level pages?

You can use pages shared at the brand level. Only the owner, a brand manager or Relab can edit or delete them.

Last updated: 10 November 2026