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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create & Manage Group Snippets

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Group snippets can be used to organize snippets into customizable subgroups, making it easier to find and manage snippets during the creation process. This article will show you how to create, edit, reorder, and delete group snippets.

 

An example Group Snippets dropdown.

 

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Create a Group Snippet

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Scroll to the Group Snippets section
    The Group Snippets section on the Text Snippets page.
  6. Click the New Group Snippet button
    The white, rectangular New Group Snippet button to the right of the Group Snippets header on the Text Snippets page.
  7. Fill in the Add New Group Snippet fields
    The information fields on the Add New Group Snippet modal.
    • Snippet Name (required): Enter a name for the group snippet
    • Type: Select the type of content that this snippet should apply to from the dropdown list
  8. Click the Add New Group Snippet button
    The green, rectangular Add New Group Snippet button in the lower-right corner of the Add New Group Snippet modal.
  9. The group snippet has been created

 

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Edit a Group Snippet

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Scroll to the Group Snippets section
    The Group Snippets section on the Text Snippets page.
  6. Click the Edit tool (purple pencil icon) to the right of the group snippet you wish to edit
    The Delete Group Snippet button to the right of an example group snippet.
  7. Update the Edit Group Snippet fields as desired
    The information fields on the Edit Group Snippet modal.
    • Snippet Name (required): Edit the name for the group snippet, if desired
    • Type: Select the type of content that this snippet should apply to from the dropdown list, as desired
  8. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Group Snippet modal.
  9. The group snippet has been edited

 

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Reorder Group Snippets

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Scroll to the Group Snippets section
    The Group Snippets section on the Text Snippets page.
  6. Click the Edit Order button
    The white, rectangular Edit Order button to the right of the Group Snippets header on the Text Snippets page.
  7. Click and hold the grid icon(s) to the left of the desired group snippet(s) and drag and drop the snippet(s) into the preferred order
    An example group snippet being dragged and dropped into place on the Edit Order modal.
  8. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Order modal.
  9. The group snippets have been reordered

 

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Delete a Group Snippet

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Scroll to the Group Snippets section
    The Group Snippets section on the Text Snippets page.
  6. Click the Delete tool (red trash can icon) to the right of the group snippet you wish to delete
    The Delete Group Snippet button to the right of an example group snippet.
  7. Click the Delete Group Snippet button on the Delete Group Snippet popup that appears to confirm the deletion
    The red, rectangular Delete Group Snippet button on the Delete Group Snippet popup.
  8. The group snippet has been deleted

 

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Add a Text Snippet to a Snippet Group

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Navigate to the desired Snippets section
    The Minutes Snippet section on the Text Snippets page.
  6. Click the New [Type] Snippet button to create a new snippet, or click the Edit tool (purple pencil icon) to the right of the snippet you wish to assign to a group
    The white, rectangular New Minutes Snippet button to the right of the Minutes Snippet header and the Edit Minutes Snippet button to the right of an example Minutes snippet.
  7. Fill in or update the Snippet Name and Snippet Text fields as necessary
    The Snippet Name and Snippet Text fields on the Edit Minutes Snippet modal.
    • Snippet Name (required): Enter or edit the name of the snippet
    • Snippet Text: Enter or edit the text of the snippet
  8. Click the Snippet Group dropdown and select the snippet group you wish to assign the snippet to
    An example Snippet Group dropdown on the Edit Minutes Snippet modal.
    Note: The options available in the Snippet Group dropdown will depend on the group snippets you have created and the content types you have assigned them to.
  9. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Minutes Snippet modal.
  10. The text snippet has been added to the selected snippet group
    An example Minutes snipped with an assigned snippet group.

 

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Resources

 

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