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How Do I Create Text Snippets?

Objective:

  • Creating Text Snippets 
  • How do I create macros for Time and Expense entries?

Environment:

  • Clio Manage

Additional Information:

  • The text snippets are cached in the browser for fast loading. The change may take up to one hour to be effective.
  • Snippets are limited to 5 characters, Phrases are limited to 48 characters 

Procedure:

  1. Select Settings
  2. Select Text Snippets
  3. Select ADD 
  4. Enter the Snippet 
  5. Enter the Phrase 
  6. (Optional) Check the box for Whole Word if you would like the Text Snippet to only be entered after you type the Text Snippet and then press the spacebar 
  7. Select Save 

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