The Text Snippets feature lets you create a library of reusable words, phrases, and templates that can be quickly inserted into supported areas of the system. Using Text Snippets helps reduce repetitive typing and keeps commonly used language consistent across your organization.
Text Snippets can be used in agenda items, agendas, minutes, agenda scripts, emails, tasks, staff reports, and other supported documents. You can also organize snippets into custom groups to make them easier to find and manage.
Important Notes
You can create and manage Item Snippets, Minutes Snippets, Agenda Script Snippets, Email Snippets, and Task Snippets. Each snippet type uses the same fields and follows the same creation and management process.
You can organize text snippets into custom groups using Group Snippets. For more information, see our Create and Manage Group Snippets article.
Access Text Snippets Settings
Sign in to your solution if you have not already
Navigate to the User Menu, then select Settings:
Click the Meetings tile:
Click the Text Snippets tile:
Navigate to the desired snippet type section (Item Snippets, Minutes Snippets, Agenda Script Snippets, Email Snippets, or Task Snippets):
Text Snippets
The Text Snippets page in Meetings Settings under Site Settings displays all snippets for the selected snippet type. It provides tools for creating, organizing, editing, and deleting snippets.
Snippet Lists
Snippet lists display the text snippets that have been created for the selected type.
The following information is available for each snippet type:
Field | Description |
|---|---|
Title | The name of the text snippet. |
Text | The text that will be inserted when the snippet is selected. |
Group | The group the snippet belongs to, if one has been assigned. |
Note:
Group Snippets include only the Title and Type fields. The Type field determines which type of content the group can be used with, such as Items, Minutes, or Email.
Actions
The following actions are available from the Text Snippets page:
New Snippet: Create a new text snippet
Edit (purple pencil icon): Update an existing text snippet
Delete (red trash can icon): Remove a text snippet
Edit Order: Change the display order of snippets
Group: Assign a snippet to a group to keep related snippets organized (available inside the “New Snippet“ and “Edit Snippet” dialogs)
Using Text Snippets
After a text snippet is created, it can be inserted into supported fields throughout the Meetings module instead of typing the same text repeatedly. Depending on the feature, snippets may be selected from a menu or inserted using the available snippet tools.
