Cloud has some workflows where you will need to enter some supporting text to provide purpose, context, or additional details to the customer. For example, the proposal sharing email, service plan description, project description, payment terms, etc.

In such workflows, you will see a Rich Text editor with the option to add and format text. While you can type in text for every email or description, you have the option to create "Text Snippets" upfront under Settings and use them in the relevant workflows. The snippets you create under Settings can be grouped under the relevant Cloud entities, such as drawings, proposals, project tasks, payment terms, and service plans.

To create a snippet:

1 - Go to "Settings > Custom > Snippets" and click "New snippet." This will show the modal to add the snippet.

2 - Now, type in an intuitive name for the snippet and select the group it belongs to.

By default, the snippet is "Private," which means it is only available to you. If you want the snippet to be "Public" and available for all other users in your Cloud account, select "Public."

3 - In the Rich Text editor, type in the text, format it and add links, images, and data tags as needed. The Rich Text editor you see here has the same options as any other Rich Text editor you have previously used on Cloud.

4 - When you are done adding the content of the snippet, click "Create." This snippet is now added to the list of snippets, and you have the choice to use this snippet in the relevant workflow.

We provide some snippet groups by default, but you can add as many new groups as you like.

To add a new Snippet group, click "Create a new group" in the "Group" field in the snippet creation modal.

The snippets under Settings can always be edited when needed or deleted if they are unnecessary. These actions are available in the 3-dot menu of the snippet.

You can rename snippet groups as needed. To rename a group, click its 3-dot menu, click "Edit," and then change the name.

To delete a snippet group, you will first need to delete all snippets under the group.

When you come across a workflow that needs some text to be typed in, you have the option to insert a relevant snippet and reuse its text.

To do so, click the "Clipboard" icon on top of the Rich Text editor and click "Insert snippet." You will see all public snippets and your private snippets. Select the one you want to insert and click "Insert."

In the following example, we intend to use the "Proposal email" snippet when drafting an email to share the proposal.

If you are typing your own text in the Rich Text editor and want to save it as a snippet, click the "Clipboard" icon and click "Save as new snippet." Add a name and description, select the group, specify whether it is public or private, and create the snippet.

The new snippet will now be available for other projects, opportunities, plans, or calls, depending on the group to which you added the snippet.

By default, only members of the built-in Administrator user group have permission to add public snippets.

If you want to create public snippets, you need to be in a user group with the "Manage public snippets" permission.