Using snippets

Navigation

Snippets can be created and added to your forms to streamline some of your manual data entry to your contracts

Snippets are managed from the Snippets tab of Vicforms

Creating a snippet

mceclip0.png

From the Snippets tab select New Snippet to create a new snippet

Enter a name and the body text of the snippet and click Save to add the snippet

mceclip1.png

The created snippet can be found in the Snippets list and can now be used on any text field in an agreement.

You can edit the snippet by clicking on the snippet

Using a snippet

To use a snippet click Insert Snippet from the text field you wish to add the snippet to

mceclip4.png

This will allow you to choose the snippet and make any agreement specific edits to the snippet before clicking Insert Snippet

mceclip5.png

Note - editing the snippet here will not change the original snippet