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Create Text Snippets
Create Text Snippets
Finding yourself typing the same notes over and over? Let Text Snippets help you save time! Find out how to create them below.
Alli avatar
Written by Alli
Updated over a week ago

In this article

Before you start

  • Text snippets are not available on Basic. Upgrade your plan to take advantage this feature.

  • To use Text 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 create Snippets from a photo Description or a Report. We've broken down both ways on both web and in app.

Create a Text Snippet on the web

From a photo Description

  1. Log into CompanyCam and navigate to a Project with photos you need to work with.

  2. Click into a photo in the Project to view it.

  3. To the right of the photo you'll see Description. Click Edit or click into the text area.

  4. While in the editor for the Description click the Text Snippet button from the options.

    1. Already have a Description in the photo you want to use as a Snippet? Click Create new text snippet with content.

  5. In the pop-up click the + Create New button.

  6. Enter the title of the Snippet and all the details. Click Save when finished.

From a Report

  1. Log into CompanyCam and navigate to your Report you want to work in.

  2. In the Section Summary or in a photo text box click into the text area.

  3. Click the Text Snippet button or click Use a text snippet.

    1. Already have text for photo you want to use as a Snippet? Click Create new text snippet with content.

  4. In the pop-up click the + Create New button.

  5. Enter the title of the Snippet and all the details. Click Save when finished.

Create a Text Snippet 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. Tap + Create New Snippet button at the bottom of the menu.

  5. Type in the title and the body of the Snippet. Tap Save when finished.

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. Tap + Create New Snippet button at the bottom of the menu.

  5. When editing a text snippet add your information then tap Save.

After creating text snippets, you can manage your saved snippets by editing or deleting any snippets you like!







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