Creating Text Snippets

Momin Sherazi

Jul 11, 2024

269

Site Administrators can set up pre-prepared or “canned” phrases that you may use repeatedly during your day to day tasks. We call these Snippets or Text Snippets. Administrators can set up snippets for use in various areas throughout Ventures.

A site administrator can set up a new Text Snippet:

Click on Administration in the menu at the top of the page.
Click on Reference in the Menu on the left.
Click on Text Snippets in the submenu that appears.

You will see a list of snippets already in the system.

Click Add. The Add Snippet pop up will appear.

The Narrative Field dropdown menu dictates what part of Ventures the snippet you are creating will be available as an option. This is where you select what part of Ventures you want this snippet to be selectable in. There is a mapping guide detailing which Narrative Fields correspond to which sections of Ventures at the end of this article.
One you select your Narrative Field, enter a name for your snippet. Make it recognizable as this is what users will see when they are selecting what snippet to be included.
Mark the Snippet as Active by checking the Active box.
Enter the phrase in the text box.
Click save.

Now, when you are in the field you specified, you will be able to use the “Insert Snippet” dropdown menu to select the snippet you created, and the phrase will be automatically added to the field.

In general, we do not recommend deleting snippets, instead if you want to remove the snippet as an option in your system, mark it inactive by:

Click on the snippet name. The Edit Snippet pop up will appear. It looks identical to the Add Snippet pop up pictured above.

Uncheck the active box.
Click Save. This will remove the snippet from selection in Ventures, but will not affect anywhere it has already been used in.

If you do want to delete the snippet:

Click the X icon in the row of the snippet you want to delete.

Confirm that you want to delete the snippet by clicking the delete button in the confirmation pop up that appears.

You will return to the snippet page and the snippet will be deleted.

The Table below shows the purpose label in the purpose drop down menu, and its corresponding location in Ventures.

Narrative Field label	Corresponding Ventures Location: Loan Menu > Sub Menu
Analysis Conclusions Conditions	Analysis > Conclusions> Conditions Tab
1. Analysis Conclusions Strengths 2. Analysis Conclusions Weaknesses	Analysis > Conclusions > Key Strengths/Risks Tab
1. Analysis Entity Balance Sheet 2. Analysis Entity Income Statement 3. Analysis Entity Ratios 4. Analysis Global Cash Flow 5. Analysis Personal Cash Flow 6. Analysis Personal Finances	Analysis > Financial Statements > Narrative
Analysis Personal Resource	Analysis > Personal Resource Analysis > Click a record, field is in the pop up that appears.
Analysis Prior Government Financing	Analysis > Prior Government Financing
Analysis Risk Rate Worksheet	Analysis > Risk Ratings > Add a Worksheet or click on an existing Worksheet.
Analysis Size Standard	Analysis > Size Standard > Click on an Entity
1. Collateral Environmental Concerns 2. Collateral Environmental Explanation	Collateral > Environmental Tab
Collateral Historic Property	Collateral > Real Estate Tab
Collateral Key Man Insurance and Analysis Conclusions	Analysis > Conclusions > Conditions Tab and Collateral > Key Man Insurance
Collateral Lien Recording	Collateral > Lien Recording Tab
Collateral Non Real Estate	Collateral > Click the Non Real Estate Collateral > Tab the field is on will be named according to the Collateral. E.g. for Automobile Collateral the tab will be labeled Automobile. Equipment Collateral will be labeled Equipment.
Collateral Real Estate	Collateral > Type = Real Estate > Real Estate tab > Description
Collateral Valuation and Analysis of Collateral Adequacy	Collateral > Valuation Tab and Collateral > Valuation Summary
Eligibility Community Development (Non 7A loans)	Eligibility > General > Public Policy Tab
Eligibility Credit Elsewhere	Eligibility > General > Credit Elsewhere
Eligibility Jobs Retained Justification (Non 7A loans)	Eligibility > General > Jobs
Eligibility Public Policy (Non 7A loans)	Eligibility > General > Public Policy Tab
Eligibility Purpose	Eligibility > General > Purpose Tab
Eligibility Specialized (Non 7A loans)	Eligibility > General > Public Policy Tab
Entities Credit Score	Entities > Click an Entity > Credit & Identification Tab
Entities Entity Description	Entities > Click an Entity > Narratives Tab
Entities Franchise Requirements	Entities > Eligibility Tab > Field appears in the pop up when you add a Contractual or Franchise agreement.
Entities Non Affiliation	Entities > Click a Non Affiliate Entity > Narratives Tab
Entities Owner Character Determination Explanation	Entities > Entity Owner > General Tab > Legal History section. Field appears when Yes is selected for a question in the Legal History section.
Financing Borrower Injection	Financing > Borrower Injections Tab
Financing Equity Injection (Non 504 Loans)	Financing > Financing Sources Tab
Financing Project Costs	Financing > Project Costs Tab
Financing Sources	Financing > Financing Sources Tab
Insurance Verification Mortgage Clause	Tracking > Insurance> Field appears in the pop up when you add or edit an insurance verification record.
Liquidation Credit Debit	Liquidation > Credits/Debits > Field appears in the pop up when you add or edit a Credit/Debit record.
1. Liquidation Wrap Up Borrower Guarantor Status 2. Liquidation Wrap Up Recommendation 3. Liquidation Wrap Up Summary	Liquidation > Wrap Up
Note Task	1. When adding a Note 2. When adding a task
Payments Statement Email Body	Payments Main Menu > Settings > Billing Statements Tab
Reports Letters Email Body	When you send an Email from within Ventures, you can add a snippet to the body of the email using this option.
Tracking Disbursement (Non 504 Loans)	Tracking > Disbursements
Tracking Site Visit	Tracking > Site Visits > Add a site visit or click on an existing record. Field is in the pop up.