Articles in this section

Snippets in ClientPoint

Avatar
Elayza Cataluna
  • Updated
Follow

A Snippet is a compact, lightly formatted block of text that can be inserted into documents or other Snippets. This feature provides flexibility in creating dynamic, conditional content for templates, enhancing the efficiency and consistency of your document preparation.

Key Features of Snippets

  1. Dynamic Content Control:
    Snippets can include conditions, enabling them to be automatically inserted based on specific rules or criteria defined in a template or comments.

  2. Integration with One Pass Templates:
    When used in One Pass Templates, Snippets allow you to seamlessly inject formatted text into various sections of a document. For more on One Pass Templates, refer to the dedicated tutorial, please click HERE.

How to Create and Add a Snippet

1. Access the Snippets Tab:

  • Go to Settings.

mceclip0.png

  • Click on the Content Library icon.

mceclip2.png

  • Navigate to the Snippets tab and select Add a Snippet.

mceclip1.png

2. Complete the Pop-Up Form Fields:

  • Unique Identifier:

    • Assign a name without spaces (e.g., Exhibit_B).
    • Use this identifier to create a placeholder in your document: ^Snippets:Exhibit_B^.
    • Placeholders can be included in Advanced Merge Documents, Fragments, or other Snippets.

  • Title:

    • Provide a label for easy identification.

  • Workspace, Division, and Category:

    • Define the location and grouping for your Snippet.

  • Condition:

    • Set rules determining when the Snippet should be injected. For advanced settings, refer to One Pass Syntax for Conditions.

  • Notes:

    • Add internal team references.

  • Expiration Date:

    • Specify an end date to disable the Snippet after a certain time.

  • Tags:

    • Assign tags for better searchability.

  • Description:

    • Input the text to be injected, using formatting tools for customization.

3. Save the Snippet:

  • Once all fields are completed, click Submit to save the Snippet.

mceclip5.png

Conclusion
Snippets are a powerful tool in ClientPoint for creating modular, reusable text blocks that simplify document generation. By combining Snippets with One Pass Templates and conditions, you can automate and customize content efficiently. If you have any questions, reach out to support@clientpoint.net for assistance.

Have questions? Email support@clientpoint.net.

 

Related articles