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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.

Add & Manage Text Snippets

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This article will show you how to add, edit, reorder, and delete Text Snippets. The Text Snippets feature allows you to insert words or phrases into your Items, Agendas, Minutes, Emails, and Tasks from a pre-determined list of text snippets, rather than typing text over and over.

 

Important Notes

  • You have the option to create and manage Item, Minutes, Agenda Script, Email, and Task Snippets. The fields and creation process are the same for all of them. The processes for creating and managing item snippets are shown in the sections below.
  • You can use group snippets to organize your text snippets into customizable subgroups. For more information about group snippets, view the Create and Manage Group Snippets article.

 

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Add a Text Snippet

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click 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 desired snippet section on the Text Snippets page
    The Item Snippets section on the Text Snippets page.
    Note: You have the option to create new Item, Minutes, Agenda Script, Email, and Task Snippets. The fields and creation process are the same for all of them.
  6. Click the New [Type] Snippet button
    A white, rectangular New Item Snippet button.
    Note: The text displayed on the New Snippet button will depend on the snippet section you have scrolled to in step 5.
  7. Fill in the Add New [Type] Snippet fields
    The information fields on the Add New Item Snippet modal.
    • Snippet Name (required): Enter a name for the text snippet
    • Snippet Text: Enter the text of the text snippet
      Note: You can use the paragraph formatting and text formatting tools to format the display of the snippet text as desired.
      The Add New Item Snippet modal's Paragraph and Formatting tools.
    • Snippet Group: Select the snippet group you wish to assign the snippet to, if desired
  8. Click the Add New [Type] Snippet button
    The green, rectangular Add New Item Snippet button in the lower-right corner of the Add New Item Snippet modal.
  9. The text snippet has been created
    An example item snippet within the Item Snippets list.

 

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Edit a Text Snippet

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click 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 desired snippet section on the Text Snippets page
    The Item Snippets section on the Text Snippets page.
    Note: You have the option to create new Item, Minutes, Agenda Script, Email, and Task Snippets. The fields and creation process are the same for all of them.
  6. Select the Edit tool (purple pencil icon) to the right of the text snippet you wish to edit
    An Edit button that can be clicked to modify an existing snippet.
  7. Modify the snippet
    The Edit Item Snippet modal and fields.
    • Snippet Name (required): Edit the name of the snippet, if desired
    • Snippet Text: Edit the content of the snippet text, if desired
      Note: You can use the paragraph formatting and text formatting tools to format the display of the snippet text as desired.
      The Edit Item Snippet modal's Paragraph and Formatting tools.
    • Snippet Group: Select the snippet group you wish to assign the snippet to, if desired
  8. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Item Snippet modal.
  9. The text snippet has been edited
    An example item snippet within the Item Snippets list.

 

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Reorder Text Snippets

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click 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 desired snippet section on the Text Snippets page
    The Item Snippets section on the Text Snippets page.
    Note: You have the option to create new Item, Minutes, Agenda Script, Email, and Task Snippets. The fields and creation process are the same for all of them.
  6. Click the Edit Order button
    The white, rectangular Edit Order button to the right of the Item Snippets header.
  7. Click and hold the grid icon(s) to the left of the desired snippet(s) and drag and drop the snippet(s) into the preferred order
    An example item snippet being dragged-and-dropped into order.
  8. Click the Save Changes button to save your preferred order
    The green, rectangular Save Changes button in the lower-right corner of the Edit Order modal.
  9. The text snippets have been reordered

 

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Delete a Text Snippet

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click 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 under the Templates heading
    The Text Snippets tile on the Templates row of the Meetings page.
  5. Scroll to the desired snippet section on the Text Snippets page
    The Item Snippets section on the Text Snippets page.
    Note: You have the option to create new Item, Minutes, Agenda Script, Email, and Task Snippets. The fields and creation process are the same for all of them.
  6. Click the Delete button (red trash can icon) to the right of the text snippet you wish to delete
    A Delete button that can be clicked to remove a snippet from the system.
  7. Click the Delete [Type] Snippet button on the popup that appears to confirm the deletion
    The Delete Item Snippet button on an example Delete Item Snippet popup.
  8. The text snippet has been deleted

 

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