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 Purpose 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 what Purposes correspond to which sections of Ventures at the end of this article.
• One you select your purpose, 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 data entry you specified as the purpose, 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. 

Purpose label	Corresponding Ventures Location: Loan Menu > Sub Menu
1. Credit Memo Conditions 2. Reasons Key Man Insurance Not Required	Loan Analysis > Conclusions
1. Credit Memo Strengths 2. Credit Memo Weaknesses	Loan Analysis > Conclusions > Key Strengths/Risks
1. Description 2. Appraisal Narrative 3. Analysis of Collateral Adequacy	1. Collateral > Type = Real Estate > Real Estate tab > Description 2. Collateral > Valuation tab 3. Collateral > Valuation Summary
1. Eligibility Public Policy Narrative 2. Eligibility Community Development Narrative	Eligibility > General > Public Policy
1. Environmental Concerns 2. Environmental Explanation	Collateral > Environmental
1. Spread Review Balance Sheet 2. Spread Review income Statement 3. Spread Review Ratio Analysis 4. Spread Review Personal Cash Flow 5. Spread Review Personal Finances 6. Spread Review Global Cash Flow	Loan Analysis > Financial Statements
1. Wrap Up Borrower Guarantor 2. Wrap Up Recommendation 3. Wrap Up Summary	Liquidation > Wrap Up
Collateral Lien Recording	Collateral > Lien Recording
Credit Elsewhere	Eligibility > General > Credit Elsewhere
Credit Score Comments	Entities > Credit & Identification
Disbursement Tracking Comment	Tracking > Disbursements
Eligibility > General > Purpose	Eligibility > General > Purpose
Eligibility Jobs Retained Justification	Eligibility > General > Jobs
Email Template	Email
Entities > Narratives	Entities > Narratives
Entities > Narratives	Entities > Narratives
Financing > Project Costs	Financing > Project Costs
Franchise Requirements Comments	Entities > Eligibility
Insurance Verification Mortgage Clause	Tracking > Insurance
Liquidation Credit Debit	Liquidation > Credits/Debits
Non Real Estate Collateral Comments	Collateral > Equipment
Note Task	1. Notes 2. Notes / Tasks
Payments Statement Email Body	Payments > Settings > General
Personal Resource Comment	Loan Analysis > Personal Resource Analysis
Prior Government Financing	Loan Analysis > Prior Government Financing
Reasons Key Man Insurance Not Required	Collateral > Key Man Insurance
Risk Rate Comment	Loan Analysis > Risk Rating Worksheet
Site Visit Template	Tracking > Site Visits
Size Standard Comments	Loan Analysis > Size Standard