Open a snippet, fill in your details, and copy it straight to your clipboard — then paste it into Gmail, Outlook, your support tool, or wherever you're working.
Step 1: Open a snippet
- In the left sidebar, click the folder that contains the snippet (text template) you're looking for, or stay on Home to see them all.
- Find the snippet in the content list and click on it.
The snippet opens in the details pane on the right side of the screen, showing its full contents in a ready-to-use view.
Tip
Not sure which folder a snippet is in? Use the search box at the top of the workspace to find it by name or by a word in its text.
Step 2: Fill in the fields
If the snippet contains fillable fields, they're active and ready for input in the pane — just click into each one and type your value. The hint in an empty field tells you what goes there.
- Text fields — Type freely.
- Number fields — Enter a numeric value.
- Date fields — Pick a date from the date picker.
- Select fields — Choose one or more options from the dropdown.
- Toggle fields — Choose Yes or No.
Merge tags and formulas are worked out automatically — things like your full name, email address, shared workspace values, and dates calculated from what you entered fill in without any input on your part, and update as you type.
Note
A field marked as required must hold a value before the text can be used. If one is still empty, a red message under the toolbar says how many fields need your attention, and the first of them is highlighted.
Step 3: Use the snippet
Once your fields are filled in, there are a few ways to get the content where you need it.
Use the Chrome Extension
The Chrome Extension lets you browse your snippets and insert them directly into any text field in your browser — without switching tabs or copying and pasting.
To install the extension:
- Visit the Text Snippets & Templates Chrome Extension page on the Chrome Web Store, or click Get Chrome Extension in the details pane, or
Settings and more → Get Chrome Extensionin the workspace header. - Click
Add to Chromeand follow the prompts.
To use it:
- Click on any text field on the page — a Gmail compose window, a support ticket, a CRM entry, or anywhere else you write.
- Click the WordFields icon in your browser toolbar.
- Browse or search for the snippet you want.
- Click
Insert text. If the snippet has fillable fields, a window opens first — fill it in and clickInsert text.
Tip
The Chrome Extension is the fastest way to use snippets day-to-day. You never have to leave the page you're working on.
Copy to clipboard
Click the Copy to clipboard button in the pane's toolbar. The snippet text — with all your field values, merge tags and formulas applied — is copied and ready to paste.
You can paste it directly into:
- Email clients — Gmail, Outlook, Apple Mail
- Support tools — Zendesk, Intercom, Freshdesk, Help Scout
- Document editors — Microsoft Word, Google Docs, Notion
- Messaging apps — Slack, Microsoft Teams
- Any other text field in your browser or desktop app
Tip
Snippets copy with their rich text formatting intact — bold, italic, headings, and links all come through when pasting into an editor that supports formatted text (like Gmail or Notion). Pasting into a plain text field will strip formatting automatically.
Save, print or open
Click the download arrow next to Copy to clipboard to save the snippet as a file, print it, or open it in a tab. The following options are available:
- Save as… — Opens a file dialog to choose a folder and the file format.
- Download as HTML — Preserves full formatting.
- Download as Text — Plain text, no formatting.
- Download as Markdown — Useful for Markdown-based editors and documentation tools.
- Print or save as PDF — Opens the print dialog, from which you can save as PDF.
- Open in new tab — Opens the filled-in snippet in a browser tab.
