Sharing Text as Snippets

Contract Tools’ Snippets view offers a user ways to create snippets (chunks of text) and quickly add them to documents. By default, the Snippets view includes only snippets that a user creates. In addition, the Snippets view can optionally include all AutoText that Word loads from Word template (DOTX) files. If your organization uses standard text in contracts, you can share this text as AutoText in a DOTX file, and then your users can work with this text the way they work with snippets.

To share text as snippets:
  1. Create a DOTX file that contains the text you want to share as AutoText. Because Contract Tools snippets are AutoText, you can use the Snippets view to do this; see Managing Snippets to learn how. You can also use Word’s built-in controls; see Create reusable text snippets to learn how.

  2. Copy the DOTX file to a location that your users’ computers can access. If you used Contract Tools to create the DOTX file, you can find the DOTX file using Contract Tools: choose Preferences from the pop‑up menu at the top of the Contract Tools pane to show the Preferences view, click Snippets Template File, and then click the “Show in File Explorer” button (looks like a folder).

  3. Copy the DOTX file to a folder from which Word loads templates on your users’ computers. For example, copy the DOTX file to Word’s Startup folder on your users’ computers; see Load or unload a template or add-in program to learn more. One way to do this is to use a script deployed using Group Policy. For example, you can copy the DOTX file with this PowerShell script:

    $filePath = '\\Server\Folder\Shared AutoText.dotx'
    Copy-Item $filePath "$Env:APPDATA\Microsoft\Word\STARTUP"
    

    or this batch script:

    set filePath="\\Server\Folder\Shared AutoText.dotx"
    copy /y /b %filePath% "%APPDATA%\Microsoft\Word\STARTUP"
    
  4. Communicate to your users that they can use your organization’s standard text as snippets by choosing Preferences from the pop‑up menu at the top of the Contract Tools pane, and then selecting “Include all AutoText and Quick Parts” below Snippets.

You can configure the Snippets view to include all AutoText and Quick Parts by default by modifying PaperSoftwareContractTools.dll.config in Contract Tools’ installation folder (see Installation Folder to learn more) before Word loads Contract Tools for the first time. For example, when Contract Tools is installed for all users on a 64‑bit operating system, you can configure the Snippets view to include all AutoText and Quick Parts with this PowerShell script:

$installationFolder = "${Env:ProgramFiles(x86)}\Paper Software\Contract Tools"
$absolutePath = "$installationFolder\PaperSoftwareContractTools.dll.config"
[xml]$xml = Get-Content $absolutePath
$xpath = '//setting[@name="SnippetsViewShowsAllAutoTextAndQuickParts"]'
$xml.SelectSingleNode($xpath).value = 'True'
$xml.Save($absolutePath)

For detailed information about Contract Tools user preferences, see Contract Tools User Preferences.