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Content Snippets

Content Snippets​

  1. Go to Admin > Content Snippets
  2. Select + New or Existing Snippet
  3. Add Name
  4. Select Type
  5. Select Category
  6. Add or Adjust Text a. Optional Text Adjustment b. Optional Insertable Fields c. Optional
  7. Save or Save & Close

When accessing the system, you will need to navigate to the Content Snippets section on the bottom left to create your content:

From Customisable Content Snippets page, you can either Customise an existing snippet listed on the screen or click + New at the top and create a new approval template:

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Once you have updated your template or added a new one you just need to select Save or Save & Close on the menu at the top of the screen: Please be aware that all of these changes will take effect on document approvals in the cover message apart from the signature tag, this will only be activated if you click “Generate PDF” to convert the document to a pdf, then send it for signature. (Adobe PDF Signing) *If you don’t have access to this section, you need to be added to the “Content Snippet Creators” and/or “Content Snippet Administrators” teams in the backend. This can be achieved by contacting your PG admin team for assistance with user rights.

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Please note, that an option to notify users of an existing document approval by clicking the notify user at the stop of the screen is currently coming in next Practice Gateway sprint deployment.