Snippets are reusable text fragments saved to your organization's library. Insert them into any guide with the /snippet slash command, and edit them once to update every guide that references them. Snippets are the right tool when you have boilerplate that appears across multiple guides — disclaimers, policy text, signature blocks, contact details — and you want it to stay consistent.
Inserting a snippet into a guide
In the guide editor, type /snippet on a new line. A slash-command menu appears with "Insert a reusable snippet from your library" as one of the options. Selecting it opens a search modal listing every snippet in your organization's library. Search by title to narrow down, then click a snippet to insert it at the cursor.
Inserted snippets show as a small placeholder in the editor (📎 icon, title, and ID) so you can see what's referenced. On the public guide page and in PDF exports, the snippet's actual content is rendered inline — the placeholder is editor-only.
Saving guide content as a new snippet
Highlight any block or selection in the editor, then click the "Save selection to snippet library" button in the toolbar. The selection is captured as a new snippet you can name and reuse elsewhere. The original content stays in the guide; the snippet is a separate library entry.
How updates propagate
Snippets are live references, not frozen copies. When you edit a snippet in the library, every guide that references it picks up the change the next time it's viewed — no manual sync, no republish step.
If you delete a snippet, references in existing guides render as empty. The placeholder in the editor still shows the cached title so you can clean up references.
What snippets do not do
There is no "frozen copy" mode — every reference is live.
There is no version history. Once a snippet is edited, the previous version is not retrievable.
Snippets are scoped to your organization. Other organizations cannot see or use your snippets.
Only staff members can create or edit snippets. Guests viewing public guides see the rendered content but cannot access the library.
Frequently Asked Questions
Can I make a snippet appear differently in different guides?
No. A snippet renders identically wherever it's referenced. If you need a variant, save a separate snippet for that variant.
What happens if I delete a snippet that's in use?
Existing guides keep the reference but the rendered output is empty. The editor placeholder still shows the title so you can find and remove orphaned references.
Can clients viewing my public guides see the snippet library?
No. The library is staff-only. Clients see the rendered snippet content as part of the guide; the library itself is never exposed.