KCS - How to Create Text Snippets

Objective:

  • Creating Text Snippets 

Environment:

  • Clio Web App 
  • Settings> Text Snippets 

Additional Information:

  • The text snippets are cached in the browser for fast loading. The change may take up to one hour to be effective for all the users in your firm.
  • 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. Select Save 

 

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