Edit or Delete Text Snippets

Editing or removing Text Snippets is easy and can be done on the web or in the app. Learn how to below! 

In this article

Before you start

  • The Text Snippet are not available on Basic. Upgrade your plan to take advantage this feature.
  • To manage snippets you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
  • You can edit Snippets from a photo Description or a Report. We've broken down both ways on both web and in app. 

Edit or Delete a Text Snippet on the web

From a photo Description

  1. Log into CompanyCam and navigate to one of your Projects. 
  2. Click into any of your photos in the Project to view it.
  3. To the right of the photo you'll see Description. Click Edit.
  4. While in the editor for the Description click the Text Snippet button from the options.
  5. Scroll or search to find the Text Snippet you want to edit. Click the pencil icon to edit.
  6. The pencil icon will bring up the Text Snippet Editor. To delete the Snippet click Delete and confirm to delete. To save changes you've made click out of the Snippet and use the X to close or click Use Snippet to use it.

From a Report

1. Log into CompanyCam and navigate to a Report. Open the text snippets by either clicking on Use a Text Snippet or the text snippet icon (three lines and a star).

2. Scroll to find or use the search bar to find the snippet you'd like to edit and click the pencil icon on the right hand side.

3. Make any edits you want and either exit out of the window or click use snippet.

4. If you want to Delete your snippet, click the red Delete button in the top right corner and confirm by clicking the Yes, delete button.


Edit or delete Text Snippets in the app

From a photo Description

  1. Open the CompanyCam app and navigate to one of your Projects.
  2. From the Project tap on a photo to view the photo. 
  3. Tap Add a Description and use the Snippets button to access Snippets.
  4. Scroll to find or use the search bar to find the Snippet. Tap the pencil icon to edit. Tap the trash can to delete and confirm the delete.
  5. When editing a text snippet add your information then tap Save.

From a Report

  1. Open the CompanyCam app and navigate to one of your Projects.
  2. From the Project tap Reports and tap into the Report.
  3. Tap into a summary or a photo description area; tap Snippets.
  4. Scroll to find or use the search bar to find the Snippet. Tap the pencil icon to edit. Tap the trash can to delete and confirm the delete.
  5. When editing a text snippet add your information then tap Save.