What are snippets?
Snippets help you work faster by storing your most-used text blocks for easy reuse. Whether it’s a standard follow-up message, a block of clinical instructions, or a dropdown menu, you can create it once and drop it into any field using the command bar.
Snippets are set up as "dot notes", meaning any action regarding snippets can be performed in the command bar by writing " . " followed by the command.
Setting up your snippets
You can create a new snippet in two ways:
Option 1: From the clipboard
Copy the text you want to turn into a snippet.
Open the command bar by pressing
Cmd + K(Mac) orCtrl + K(Windows).Type
.addand select “Add new snippet from clipboard”.Give your snippet a name and save.
Option 2: From settings
Open the command bar and type
.manage snippets.This will take you to your snippet settings.
Click New snippet, paste in your text, and give it a name.
Using snippets
Snippets can be used anywhere there is a free text field. Simply:
Click into any editable text field (e.g. a note or letter).
Open the command bar (
Cmd/Ctrl + K).Type
.to browse your saved snippets or follow the.with the name of a specific snippet.Click to insert — it will be dropped directly into the text.
Video Walkthrough
Creating and using snippets
Snippets make it easy to reuse common pieces of text across notes, letters, and other text fields
Written by Tobias Otto
Updated over 3 weeks ago