Text Snippets keep your firm's standard wording in one shared library, so you write a paragraph once and drop it into any note or report section instead of retyping it.
What it does
A snippet is a saved piece of text with a title and a category, for example a standard disclaimer or a common recommendation.
Snippets are sorted into four categories: Conditions and Observations, Recommendations, Disclaimers and Legal and General Notes.
You can insert a snippet into component notes, activity notes, photo notes, the property description and the report editor.
The library is shared by everyone in your firm. There are no private snippets.
Anyone on your team can add a snippet. Only organization admins can edit or delete one.
How to insert a snippet into notes
Click into the Notes field where you want the text to go.
Click the Insert Snippet icon beside the Notes label.
Pick a snippet from the list. Snippets are grouped by category.
Shortcut: in the Notes field, type @, start typing the snippet's title, and pick it from the list.
The snippet goes in at your cursor. You can edit the inserted text like any other text.
How to insert a snippet in the report editor
Open the report and click Edit on the section you want to change.
Click where you want the text to go.
Click the Data Tags icon in the section toolbar.
In the Report Data panel, choose the Snippets tab.
Open a category and click a snippet. It goes in at your cursor and is also copied to your clipboard.
You can also type @ in the section and pick a snippet from the list.
How to add a snippet
From the report editor
Click Edit on a report section, then click the Data Tags icon and choose the Snippets tab.
Select the text you want to save in the section, then click Save Selection. Or click New to start from a blank snippet.
Enter a Title, choose a Category and check the Content.
Click Save Snippet.
From a Notes field
Click the Insert Snippet icon beside the Notes label.
Choose Save as Snippet... at the bottom of the list. The Content fills with what is in the Notes field.
Enter a Title, choose a Category and trim the Content if needed.
Click Save Snippet.
How to edit or delete snippets (organization admins)
Go to Settings. Under Company, click Text Snippets.
Search, or filter by category, and click a snippet to open it.
Change the Title, Category or Content, then click Save.
To delete it, click the Delete Snippet icon, then Yes, Delete.
To add a snippet from this page, click the Add New Snippet icon (+) beside the page title, fill it in, then click Save.
Admins can also edit a snippet straight from the report editor: click the pencil icon beside it in the Snippets tab.
Good to know
Editing or deleting a snippet does not change text already inserted into notes or reports. Each insert is a copy.
A snippet needs a title. The category is optional; a snippet without one shows under Uncategorized.
Typing @ works in most Notes fields, the property description and the report editor. Where it does not, such as photo notes, use the Insert Snippet icon.
On the Text Snippets settings page, click Save before opening another snippet. Opening another one discards unsaved changes.
Only organization admins see Text Snippets in Settings.