Knowledgebase

Adding or Editing a Snippet

Go to Manage > Outputs > Letters & Reports.

Click on Manage Snippets in the left navigation menu.

To add a snippet, click on '+' sign.

Create a descriptive name (to allow someone to locate and identify a snippet during a search).

Select which Industries and Project Types the snippet is to be mapped to.

Enter your “boilerplate” language for the new snippet. It is important to note here that user shall avoid using '<>' mark while creating/ editing a snippet because any content qouted in '<>' is considered as HTML code by the system. Alternatively, user can use symbol '[]', if required.

Click on 'Save & close.'

To edit snippet, click on the 'pencil' sign appearing against the snippet you want to edit.

Make changes, as required.

Click Save & Close.

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