Text Snippets allow you to save reusable blocks of text for easy insertion when creating callout tasks, defect quotes, or sales quotes. This guide will show you how to add, edit, and manage text snippets in Uptick.
Required permissions
You will need the following permission in your security group: Can change site configuration settings.
For more information about permissions, see Permissions and security groups.
What are text snippets?
Text Snippets are reusable blocks of text that can be quickly inserted when creating:
This saves time and ensures consistency across your communications and documentation.
Each snippet has one or more Categories that control where it can be picked: Tasks, Defect quotes and Sales quotes. A snippet is offered only where its categories say so. For example, a snippet set to Sales quotes does not appear when you create a defect quote.
The Snippets page lists your snippets in a table with their Name, Categories and when they were last updated, sorted by name. You add, edit and delete snippets from this table.
How to add a text snippet
Navigate to Control Panel > Snippets.
Click + Add.
Complete the required fields:
Name: Enter a descriptive name for the snippet that reflects where it will be used.
Categories: Select where the snippet can be picked. A new snippet is set to all three categories until you remove some.
Text: Enter the content to be inserted when the snippet is used. Markdown styling, such as headings and italics, is supported.
Click Save snippet.
How to edit a text snippet
Navigate to Control Panel > Snippets.
Locate the snippet you want to modify in the table and use the edit button on its row.
Update the fields as needed:
Name: Change the descriptive name if necessary.
Categories: Add or remove the places the snippet can be picked.
Text: Edit the content, including any markdown styling.
Click Save snippet to apply your changes.
How to delete a text snippet
Navigate to Control Panel > Snippets.
Locate the snippet you want to delete in the table and use the delete button on its row.
Confirm the deletion when prompted.
Note: Once deleted, a text snippet cannot be recovered. Make sure you no longer need the snippet before deleting it.
Tips for managing text snippets
Use clear naming conventions: Name snippets in a way that makes their purpose immediately clear (e.g., "Fire System Defect - Standard Terms" or "Quote Follow-up Message").
Leverage markdown: Take advantage of markdown styling to format your snippets with headings, bold text, italics, and lists for better readability.
Keep snippets updated: Regularly review and update your snippets to ensure they reflect current policies, pricing, and terminology.
Create snippets for common scenarios: Save time by creating snippets for frequently used text blocks, such as safety disclaimers, terms and conditions, or standard service descriptions.