Text snippet are available on a variety of screens in Ventures. We will use the process of adding a note as our example.

• On the Notes Tab of the Notes & Task page click Add. The Add Note pop up will appear.

• Select the type of note.
• In the notes section, you will see a dropdown labeled “-Insert Snippet-”. Click the dropdown to see all snippets assigned to this section. Make your selection from the dropdown.

• Once you make your selection the dropdown menu will disappear and you will see your snippet automatically appear in the text field.
• Finish filling out the note and click save.

The above steps are specific to the notes page, but the general process applies to all areas where a snippet can be inserted. You will see a drop down menu labeled Insert Snippet. Use it to select the Snippet you wish to use in the field you are filling out.