Contents
- Overview
- Pre-conditions
- Steps
- Supplementary Information
- Notes
Overview
Find more information on how to insert a snippet in Clausematch.
Pre-conditions
- Document Level Permission: 'Owner', 'Editor'.
- For a snippet to be inserted into a document or template:
- users have to have access to a snippet;
- snippet has been released.
Steps
- Open the document or template* where a snippet should be added.
- Click Insert.
- Select Snippet.
- Select a snippet to add or search for it.
- Select the correct location by clicking on Insert snippet here*.
Supplementary Information
The snippet menu on the left-hand side allows users to:
- Open the snippet document;
- Move a snippet into a new location in the same document;
- Replace selected snippet with another one;
- Convert a snippet into regular paragraph(s). Snippet enforcement will not be applied to snippets converted to regular paragraph(s);
- Remove a snippet from a document or template.
Notes
- To work with templates, users need to have special access rights.
- Snippets can only be inserted as top level paragraphs, i.e. a snippet cannot be a sub-paragraph.