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Charting Snippets

Snippets are a great tool allowing you to quickly add pre-populated text to any document field.

Updated over a week ago

Snippets are a great tool allowing you to quickly add pre-populated text or variables to any document field.

To add a Snippet, simply select the text field to display the notebook symbol below the field. Clicking on the notebook symbol will open the Snippets box, where you can then search for a specific Snippet by typing in the search field or by scrolling through the list. Snippets can also be quickly added to text boxes by using the keyboard shortcut of CTRL+S or by typing {{ in the text box.

Once a Snippet is selected, the information within that Snippet will populate in the text field, where you can then edit the Snippet or add additional Snippets.

💡 ProTip: Check with your admin team if you need any Snippets added.


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