Recovering A Lost Snippet
Looking to save time on typing by using snippets, but can't seem to find the one you're looking for? Don't Panic! Here's how to restore that snippet from another proposal or template.
Step 1: Locate a proposal or template that used that snippet
You can locate the proposal either from your Dashboard or your Archives.
If the proposal is archived, lost, or won, you'll need to make a duplicate of it. You can make a duplicate of a won proposal by clicking the "..." button and selecting "duplicate":
Or clicking the archived proposal to enter the snapshot, and click the "duplicate" button located at the top right of the page:
Once this is done, you'll find the duplicate in your Drafts queue.
Step 2: Enter the Editor
Once you've located the proposal in the Pipeline, hover over it and click the "edit" button:
This will take you to the proposal's editor. You can also click the proposal and enter the editor from the proposal's Snapshot page:
Step 3: Highlight the Snippet Text
Locate the snippet text. Click inside of the text box containing the text. A blinking cursor will appear. From there, click and drag (or press shift+arrow keys) to highlight what you would like to save.
From there, click on the snippets button on the right-hand menu:
This will reveal the snippets menu. Name your snippet using the form field in the yellow box and click the green "create snippet" button when you're ready to save:
The snippet will be saved, including all text formatting, for future use in your proposals.