Faster Snippets: Personal and Shared Snippet Libraries

Modified on Fri, 19 May 2023 at 06:31 PM

Faster Lawcademy: Video Tutorial 5.4.1
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.


Shared Snippet Libraries

If you’ve been following along with the videos, you should be pretty adept at creating new snippets.  Let’s put that knowledge to work and create some snippets for other people to use.

First we’ll go to Faster Suite on the Faster Ribbon, then click the settings wheel, and select Text Snippets on the left, then Custom Libraries across the top.

Normally we would click the pencil icon to open our snippet editor, but that would only allow us to create snippets for our own personal use.  Instead, we can look below to see that we are able to configure snippet libraries for our entire firm.

Creating Libraries

Unless someone else at our firm has created a firm library, this box should be empty.

We can start by clicking the green plus button to create a new library, and give the library a name.  We can call it Firm Snippets if we intend for everyone to use this library, we can create a library for a specific group to use, like accounting or paralegals, or create libraries for different types of snippets, like emails, simple text expansions, or document snippets.   We are also able to create as many separate libraries as we’d like.

When we click OK, we’ll see the library get created below.  If we click the pencil icon next to our new library, we’ll see that there aren’t any snippets here and that’s because we haven’t added any.  If we’ve created a lot of snippets in our personal library that have helped us save a lot of time, we can move those snippets to another library using the export function.

Copying Existing Snippets to New Libraries

First we’ll open our personal library to see what snippets are available.  Let’s move a snippet or folder to our new library.  We’ll select the snippet or folder on the left, right-click it, then select Export.  We’ll see a file explorer window come up and we can browse to any location to save our exported snippets, then close the snippet editor.

Now we just need to import the snippets to our new library, we’ll click the pencil icon next to the new library, right-click on the left side, then select Import and find the file we just saved.  Our exported snippets should appear and we can just click Save.

Once we’ve done this, other members of our firm will be able to come to this settings panel and enable whichever libraries they would like to use.

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