Snippets Admin

Snippets provide you with shortcuts to frequently typed phrases, messages, and text like signature information at the bottom of an email. Using snippets reduces the amount of typing required to complete a message. Incorporating the use of snippets into your workflow can help to decrease your processing time. You must be preauthorized to use Snippets functionality. 

Select My Account in the menu bar then choose Snippets Admin to access the Snippets Administration function.

Help Topics on This Page

Create a Snippet
Edit a Snippet
Test a Snippet
Delete a Snippet
Use a Snippet

Create a Snippet

  1. On the Snippets Admin page, click the Create New Snippet... button. The Snippet Editor window opens. 
  2. Enter a Snippet Title.
  3. Enter a Snippet Shortcut. Name your shortcut so that it easily identifies your snippet. 
  4. Enter Snippet Text.  
    • In addition to typing text, you can also use the Prefilled Brackets dropdown to select fields to populate your snippet text. Data will be automatically pulled from the system and inserted into your snippet text wherever you have used prefilled brackets. 
  5. Choose to make your snippet available for your use only, or make it available to your group.
  6. Click Save to create your snippet. Your new snippet is displayed in the table on the Snippets Admin page.

Edit a Snippet

  1. On the Snippets Admin page, Click Edit... next to the snippet you want to edit. The Snippet Editor window opens.
  2. Make your edits.
  3. Click Save to save your changes. Your revised snippet is displayed in the table on the Snippets Admin page.

Test a Snippet

On the Snippets Admin page...

Test One Snippet
Click Test... next to the snippet you want to test. The Test Your Snippets window opens and displays the snippet. If the snippet contains prefilled brackets, they will be populated with information that is currently available in the system.   

Test Two or More Snippets at One Time
To test combining two or more snippets into one message:

  1. Click Test... next to the first snippet you want to test. The Test Your Snippets window opens and displays the snippet. If the snippet contains prefilled brackets, they will be populated with information that is currently available in the system. 
  2. Click the scissors icon in the top right corner of the Test Your Snippets window. The Select a Snippet window opens. Click on a snippet in the table to add to your existing snippet(s) being tested.
  3. Repeat step 2 as desired.
  4. Click Close when done testing snippets.

Delete a Snippet

  1. On the Snippets Admin page, click Delete... in the row of the snippet you want to delete. A confirmation window opens.
  2. Click OK. The snippet is deleted from the table.

Use a Snippet

The primary place to use a snippet is in a secure message. There is a Snippets dropdown list in the toolbar at the top of the secure message body editor. Simply click the Snippets dropdown and select from the list of available snippets to add them to your message.

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