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  • Home
  • Snapdone7
    • Introduction to Cabinets
    • How to Snapfile
    • Snapave Emails
    • Snapave Excel Files
    • Create a Pleading
    • Contacts: Cards & Clips
    • Write a Letter
    • Boilerplates
    • About Snapdone
  • Snapnumbers
  • TheFormTool
    • TheFormTool LLC
    • Educational Downloads
  • Schedule a Demo
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    • Custom Word Addins
    • IT Rescue
    • TFT Unlimited
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    • Custom Software Dev
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Creating new Contacts and Clips

In the ribbon bar, Click Snapdata Contacts

Create a new Contact

A. On the Left side, Click New

C. Fill the card's details, Save

A. On the Left side, Click New

B. Name the Card

C. Fill the card's details, Save

A. On the Left side, Click New

1) Use the format LAST, FIRST

2) Click OK

C. Fill the card's details, Save

C. Fill the card's details, Save

C. Fill the card's details, Save

1) Fill out Name 

2) Address, Email, Phone as needed

3) Click Save

Create a New Clip

A. On the Right side, Click New

A. On the Right side, Click New

A. On the Right side, Click New

B. Name the Clip

A. On the Right side, Click New

A. On the Right side, Click New

Click OK

Adding Cards to a Clip

List or Search for Cards

Check all the Cards, and select "Add the selected Cards to a Clip"

Click OK - and you're done!

The clip and it's cards are ready to use in a filing action

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