Requests & Templates

This is an advanced article! Important note Let’s start with an important note. Embedding a request does not mean that...

Your clients do have to submit every question for review in order for you to be able to approve their...

An active request is live, accessible to your client, and available to be filled out. A request becomes active from...

If you’re on a free trial, the maximum file size your clients can upload is 20MB (for individual files). If...

You cannot reduce the space between questions in Content Snare.  This spacing format proved to be the best for speeding...

When you update a request, it does not automatically resend the request email to your client. If you want to...

If you’ve marked a request as Completed or moved it to Archived, you can still change it back to Published....

Content Snare automatically saves progress while you work. There is no manual save button required – both clients filling out...

If you’d like to reuse a page or section from one request in another, do it by saving it as...

You can embed videos directly into your requests using videos hosted on Vimeo, YouTube and Loom. Note: Before you begin,...

A simple way to do this is to create a draft request from the template and export it from there....

Use the Share Template feature if you have access to multiple Content Snare accounts and want to copy templates from...

If you enable PIN protection on a request, the code is not generated by you or by the system. The...

You can find the customer link for any active request on the Requests page.  To access the link, click the...

You can update request instructions in three different ways, depending on whether you want the change to apply to one...