Description
This tutorial reviews how to manage Snippets in ClickClaims to create a library of commonly used text, tables, etc. when working within Form Letters, Form Letter templates, and claim notes.
Use the video's chapters to navigate to a specific topic within the video itself. Use the displayed links when available to navigate to additional videos and/or articles related to this feature.
Video Chapters
- Introduction
- Where to Manage Snippets
- Managing Snippets from Forms & Letters
- Snippet Types
- Form Snippet Type
- Note Snippet Type
- Template Snippet Type
- Snippets Library
- Creating a New Snippet
- Editing a Snippet
- Deleting a Snippet
- Using a Form Type Snippet
- Using a Note Type Snippet
- Using a Template Type Snippet
- Contact Us
Related Videos/Articles
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