Writing and editing snippets

Opening the editor

To create a new snippet, click + Create new in the left sidebar and select Text template. The editor opens as a dialog with a name box at the top, the editor below it, and Create at the bottom.

To edit an existing snippet, open it from the content list and click Edit template in the details pane's toolbar. This button is only visible to Admins and Managers. Click Save when you're done, or Cancel to drop your changes.

Text formatting

Highlight any text in the editor to reveal the inline formatting options, or use the toolbar buttons at the top of the editor:

• Bold — Ctrl+B
• Italic — Ctrl+I
• Underline — Ctrl+U
• Highlight — Marks selected text with a yellow background — Ctrl+Shift+H

Links

To insert a hyperlink:

1. Place your cursor where the link should appear, or highlight the text you want to turn into a link.
2. Click the Insert link button in the toolbar, or press Ctrl+K.
3. In the Insert link dialog, enter the Display as text and the Web address (URL).
4. Click OK.

Click a link in the text to go to it, change it, or remove it.

Text and background color

To change the color of text or its background:

1. Highlight the text you want to color.
2. Click the Text color button in the toolbar.
3. A menu appears with two sections: Text color and Background color. Each shows a grid of colors to choose from.
4. Click a color to apply it.

Paragraph styles

To change the style of a paragraph or heading, click anywhere inside the text block and click the Paragraph button in the toolbar. A menu lets you choose from:

• Paragraph — Ctrl+Shift+Space
• Heading 1 — Ctrl+Shift+1
• Heading 2 — Ctrl+Shift+2
• Heading 3 — Ctrl+Shift+3
• Heading 4, Heading 5, Heading 6
• Quote — Formats the block as a pull quote
• Code — Formats the block as a code block

Lists

• Bulleted list — Click the bulleted list button in the toolbar, or press Ctrl+., to start an unordered list. Press Tab to nest items and Shift+Tab to outdent them.
• Numbered list — Click the numbered list button, or press Ctrl+/, to start an ordered list. Nesting works the same way as bulleted lists.

Inserting a date

WordFields lets you insert a dynamic date that always reflects the current date when the snippet is used — useful for correspondence, timestamps, and time-sensitive replies.

1. Place your cursor where the date should appear.
2. Click the Insert date button in the toolbar, or press Alt+Shift+D.

The current date is inserted. To change how it's formatted, click the date in the editor and choose Modify date from the inline menu. The Date dialog lets you pick the display format, and Automatically update to current date/time keeps it on today's date whenever the snippet is used. The other inline buttons turn the date into plain text, or remove it.

Fillable fields

Fields mark the parts of a snippet that change each time it's used — a name, a number, a date, a choice from a list, a yes or no. When a team member uses the snippet, they fill those spots in before inserting it.

There are five field types:

• Text field Ctrl+M — For any open-ended text input: names, subject lines, custom messages.
• Number field — For numeric values, with a display format and an optional allowed range.
• Date field — A date picker, with a display format and an optional earliest and latest date.
• Select field — A dropdown with a fixed list of options you define. Can allow single or multiple selections.
• Toggle field — A yes or no choice, printed as Yes or No, ON or OFF, or any two texts you choose.

To insert a field, select the text it replaces or place your cursor where it should appear, and click the field's button in the toolbar. A named field shows its name in a chip before its value. Click any field in the text to open its properties in the pane on the left — the hint, the default value, the format, its name, and whether it is required.

For a full walkthrough of each field type, see Fillable fields in snippets.

Merge tags

Merge tags are placeholders that fill in automatically — no user input needed. They pull in known values at the moment the snippet is used.

To insert a merge tag:

1. Place your cursor where the value should appear.
2. Click the Insert merge tag button in the toolbar (the tag icon).
3. Choose from the menu:

Standard tags — Auto-populated from the user's account:

• My:FullName — Full name of the person using the snippet
• My:EmailAddress — Email address of the person using the snippet
• Organization:Name — Organization name from workspace settings

Workspace tags — Shared values defined by your Admin (e.g., company address, support number). Admins can manage these with Manage shared values… at the end of the menu, or in Workspace Settings → Shared values.

Reference field — Repeats the value entered into a named field elsewhere in the same snippet. Only fields that have been given a name appear here.

For a full explanation of each tag type, see Merge tags in snippets.

Formulas

A formula calculates a value from the fields when the snippet is used — a date two weeks after a meeting date, the number of days an invoice is overdue, a total. Click the Insert formula button (fx) in the toolbar, write the formula in the dialog, and click the formula in the text afterwards to see its result's format and the fields it refers to. See Formulas for how to write one, and the Function reference.

Clear formatting

To strip all formatting from selected text — including bold, italic, underline, color, and highlight — highlight the text and click the Clear Formatting button in the toolbar, or press Ctrl+Space.