posted this on August 13, 2012 03:04 PM
Last Updated: February 17, 2014
Clio's Text Snippets feature allows you to create a list of pre-defined abbreviations for commonly used phrases. Entering one of these abbreviations in fields including, but not limited to, Matter Description, Note Detail, Calendar Entry Description and Task Description, results in the abbreviation being automatically and instantly replaced with the phrase - no more endlessly typing "Meeting with client"!
How do I configure it?
Text Snippets are configured per-user by visiting the Settings page and clicking on "Text Snippets".
As shown below, this page allows you to enable or disable Text Snippets as well as add to, delete or edit the Snippets active on your account.
How do I use it?
With Text Snippets enabled on your account, simply type one of the abbreviations into a text entry field in Clio - in the Description field for a task, for example, or in the Note for a time entry or expense. Text snippets will work in the following locations, and are case sensitive:
Bank Transactions: Description
Notes: Subject and Detail
Expense Entries: Note
Time Entries: Note
Bill Payments: Description
Calendar Entries: Summary, Location, and Description
Communications: Subject and Body
Whole Word Option
When you create a new Text Snippet you will see a box to enable "Whole Word":
What this means is that you would have to type the snippet and then hit the space bar on your keyboard in order to have the word or phrase fill in. This is useful to prevent Text Snippet phrases from populating until desired. For example, if you are trying to type 'achievement', and whole word is not on, the 'ach' will turn in to 'attend court hearing' .
If have any questions, comments, or concerns about Clio don't hesitate to contact us via our feedback form, by email at firstname.lastname@example.org or by phone at 1-888-858-CLIO(2546).