How to create a snippet

1. Head over to the Expand page
2. Want to keep things organized? Create a snippet group to sort them however works best for you.
3. Once your group's set up, click Create a snippet.

4. Now set your text and trigger:

• Give it a title and a trigger
• Type in the text you want to insert
• Add in some time-saving actions (text fields, date fields, user data fields, or an optional section)

5. Save and give it a spin: confirm your snippet, then try it out in a text field.

Edit or delete a snippet

• Edit: Head to your snippet list and use the edit tab next to the snippet you want.
• Delete: Use the delete button at the bottom of that same edit tab.

Using your snippets

• Snippet with an action: Type your snippet trigger into a text field and a window pops up. Fill in the fields or confirm any optional sections, then hit confirm — your text drops in automatically, right where your trigger was.
• Snippet without an action: Type your snippet trigger into a text field and the text swaps in automatically. No extra steps needed.

Updated on: 01/09/2026