Text Snippets are pre-written comments/notes that can be inserted throughout TrustLayer. Whether you’re adding a comment, creating a document flag, or sending an email, these snippets streamline your communication and enhance overall efficiency.
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To configure your Text Snippets, go to Settings and select the Text Snippets page under the Accounts section. Here, you can create, edit, and manage your text snippets.

You can set text snippet visibility in two ways:

Once a Text Snippet has been created, you can save time and keystrokes by selecting the Text Snippet icon (see below) wherever it’s available to quickly insert a text snippet.

See the demo and step-by-step instructions below on how to add new text snippets.

1 Using the sidebar menu on the screen's left side, click Workspace settings

2 At the bottom of the column, click Text Snippet

3 Click on the blue + New Snippet button.

4 Input a Title for the snippet.

5 Enter the desired text into the Content box and choose the Visibility that you would like to give to the text Snippets:

6 Click on the blue Create button to save the snippet.

1 Click the editing pencil next to the desired snippet.

2 Made desired changes to the Title or Content.

3 Click the blue Update button to save the snippet.

1 Click the trash can icon next to the desired snippet.

2 Click the blue Delete snippet button to confirm the action.

1 You can utilize your text snippets within any communication method in TrustLayer, such as the Contacts & Messages portal, or within a document request. Simply look for the Text Snippet icon on the menu bar, as shown below:

2 Click on the Text Snippet icon, which will open the Text Snippet menu. Select your desired snippet from the list, using the Filter feature to locate it if needed. Each snippet will also display a hotkey shortcut that you can use if desired.

The Text Snippet titled "test" can be quickly utilized by using Ctrl+1 on your keyboard.