Snippets provide a quick and easy method of inserting saved repetitive text into the CAVO® Letter Module.
Creating Snippets
As a supervisor, access the Snippets modal by licking on your name in the top right corner of CAVO® and then electing Snippets.
To create a Snippet, click on the + New Snippet icon in the bottom left-hand corner of the modal.
Abbreviations must be unique and can only contain lower case letters, numbers, and hyphens.
The name is visible in the Snippets drown-down menu, so the name should be descriptive enough for all users to recognize it.
After providing the abbreviation and name, you are ready to add the content of the Snippet.
The following tools are available to format your Snippet's text:
Header 1, Header 2, Header 3
Highlight/Redact
Insert checkbox or drop-down menu
Create table
Bold
Italic
Underline
Alignment
Numbered List
Bulleted List
In addition to free form text, you may choose to include any of the following CAVO® variables:
<<user_email>> - This the user's email address.
<<family_name>> - This is the user's last name.
<<given_name>> - This is the user's first name.
<<signature>> - This is the user's signature.
<<user_phone>> - This is the user's phone number.
Remember to enclose the variable in shift operators (e.g., <<user_phone>>).
Note: Variables populate after saving the letter to the library.
Once all of the fields in the modal are populated be sure to hit Save Changes.
Using Snippets
Now your users have access to this Snippet from the letter editor. To try it out, navigate to any case in CAVO® and open the Letter Module.
To access the Snippets drop-down menu, type ! into the letter editor where you would like to add your Snippet. From the drop-down menu, scroll or begin typing the name, and select the Snippet's name.
Modifying Snippets
A Supervisor can modify an existing Snippet by selecting the Snippet from the list located on the left side of the Snippets modal.
Editing Snippets
Update the text, description, or abbreviation for that Snippet and select Save Changes.
Deactivating Snippets
To deactivate a Snippet, click the Inactive status at the top of Snippets modal.
Deleting Snippets
To delete a Snippet, select the Inactive status at the top and then click Delete at the bottom.
