> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Synced section templates — update once, propagate everywhere

A **synced section template** is a section template that stays **linked to its source** when you drop it into a room. Edit the source once, and every room using the synced version updates automatically.

It's the opposite of the default behavior, where a section template is dropped as a **copy** that lives its own life from then on.

> Built for evergreen content you maintain in one place — pricing, legal clauses, your team intro, an "about us" section — and want consistent across every room.

## Sync vs. copy at a glance

| | Standard (copy) | Synced |
|---|---|---|
| When dropped into a room | Becomes a fresh independent copy | Stays linked to the source template |
| Editable in the room | ✅ yes | ❌ no — read-only inside the room |
| Updates to the source | Don't propagate | Propagate to every room using it |
| Best for | One-off insertions, dealroom-specific tweaks | Evergreen content you maintain centrally |

## Turn a section template into a synced template

1. Open the section template (Templates → Section templates → pick one).
2. At the **top-right** of the template editor, click the **Synced / Not synced** toggle.
3. Confirm. The template is now marked **Synced**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-1806-111952-am_1fc6u36.jpg)

You can flip a synced template back to **Not synced** at any time. New rooms drop the template according to its current state at the time of insertion.

## Add a synced template to a room

1. Open any room in edit mode.
2. On the floating build bar, click **+ Add section**.
3. Switch to the **From a template** tab.
4. Pick the synced template and drop it onto the target page.

The section appears in the room with a small **sync badge**. Hover the section to see the badge — it confirms the section is linked to a template and reflects changes from the source.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-1806-112316-am_1re1k30.jpg)
## Modifier une section synchronisée

## Editing a synced section

You can't edit a synced section directly in the room — its content is governed by the source template. To change it, you have three options:

1. **Edit the source template** — open the template, edit it once, and every room using the synced version updates. This is the main use case.
2. **Detach the section in the room** — hover the section, click the **sync badge**, then **Detach**. The section becomes a regular editable copy in that one room (it stops receiving updates from the template).
3. **Flip the template to Not synced** — affects only future insertions; sections already dropped as synced stay synced.

## Synced templates inside room templates

You can include a synced section template **inside a room template**. When that room template is later used to create a new room, the synced section is dropped as a synced instance — keeping the central-update behavior. Detach in a specific room if you need to customize.

## What can't be synced

Sections that contain **time-sensitive, room-rooted content** can't be made synced:

- **Steps widgets** — steps are anchored to a specific deal's timeline, dates, and assignees
- **Timeline widget** — same reason; phases, milestones, and steps are deal-specific

If you toggle Sync on a template that contains either of these, you'll see an explanatory error. Remove the Steps / Timeline widget, then re-toggle.

Other widgets (Text, Image, Video, Document, Link, Contact, CTA, Signature, Field, etc.) can all be part of a synced template.

## Practical patterns

- **Pricing** — one synced template per plan; raise prices in one place
- **Legal — Standard MSA / DPA** — one source of truth; edits propagate to every deal in flight
- **Team intro / Your team at Acme** — one synced section across all your rooms; swap a CSM photo once
- **Product overview** — keep messaging consistent as positioning evolves
- **Compliance / security one-pager** — update SOC 2 status everywhere with one edit

## Related articles
- [Section templates (micro-templates)](https://katalyz.crisp.help/en/article/section-templates-micro-templates-aob2kc/)
- [What is a template?](https://katalyz.crisp.help/en/article/what-is-a-template-16a5tal/)
- [Adding and reordering pages and sections](https://katalyz.crisp.help/en/article/adding-and-reordering-pages-and-sections-1jg01wj/)
