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Creating Snippets

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This section outlines how to create, edit, delete and insert snippets.

Snippets (also known as clauses) are reusable blocks of text that can be added to forms.

  1. Click Snippets left-hand menu.

  2. Click Create at the top right of the screen.

    Creating Clauses logo

  3. Enter a Name and Description for the snippet.

  4. To make the snippet available for signing emails, check the Signing – Custom Message checkbox.

  5. Click Save when completed.

    Creating Clauses logo

To return to the form for further editing or completion, please refer to Using Forms.

Adding Snippets to Signing Requests

To use a snippet as a custom email message in an electronic signing request, you must enable Signing – Custom Message.

For more information, see Adding Snippets to Signing Requests.